Survey design and questions
Create survey identity, public rules, descriptions, question types, choices, requirements and order.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the survey register
Search, open, edit, send, view results, change status or delete a survey.
Create a survey
Enter subject and configured public behaviour.
Set the survey subject
Enter the title shown in administration and invitations.
Set or review the survey slug
Store the searchable slug used by the survey record.
Write the internal or introduction description
Enter the survey description and control whether it is shown.
Show or hide the survey description
Use View Description to control public display.
Set the invitation sender name
Enter the From Name used by survey invitation email.
Set a post-submission redirect URL
Enter a custom redirect or leave blank for the default success page.
Limit one response per IP address
Enable IP Restrict to return 404 after an IP has already responded.
Require a logged-in contact
Enable Only for Logged-in Users to redirect anonymous visitors to client login.
Disable or reactivate a survey
Use the Disabled control or status action to change active state.
Add a survey description box
Insert supplementary explanatory content between questions.
Remove a survey description box
Delete an eligible descriptive block.
Add a survey question
Choose question type, text, required state and choices.
Create a single-line input question
Use Input for a short free-text answer.
Create a long-text question
Use Textarea for a longer written response.
Create a checkbox question
Use Checkbox when respondents may select multiple choices.
Create a radio-button question
Use Radio when respondents must select one choice.
Make a question required
Enable Required and verify public validation before submission.
Add answer choices and descriptions
Create the option rows used by checkbox or radio questions.
Edit a survey question
Update text, type, requirement and choice values.
Remove a survey question
Delete the question and understand the effect on existing survey structure.
Reorder survey questions
Drag or use the displayed order controls and save question order.