In order to create a survey you need to follow these steps:

  1. Open the right page
  2. Choose what question you want to ask, what type of answer you want to get and how often it should be asked 
  3. Choose who you want to ask that question and who should be able to see the answers

1. Open the right page

Go to the Surveys page and click Create new survey button

You will now see a Create new survey modal. You can choose one of the research-backed templates or click Empty and create your own survey. 

When you made your choice, on the left you can specify what you want to ask and on the right you can see a preview of what your teammates would see when submitting a survey.

2. Choose what question you want to ask, what type of answer you want to get and how often it should be asked 

Next you can type the question you want to ask. 

Btw, you should check out a list of questions we have prepared for your inspiration. 

Then, depending on the type of answers you want to get you should choose between Free text and Rating survey type. The former is good when you want to get a qualitative data and the latter is perfect for quantitive analysis. Also Free text surveys right now are public, while Rating - anonymous. 

After that choose the recurrence - how often do you want this survey to be asked.

You can choose any of the available options - from once and up to every 6 months.

Also choose what day the survey should start. Here is a short help article on when it will be sent.

3. Choose who you want to ask that question and who should be able to see the answers

One last thing is to specify who you want to ask the question and who you want to be able to see answers.

By default everyone in your team is selected, but you can type specific people here instead.

Finally click a Create new survey button and you're done!

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