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An overview of all steps in Survey setup

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Table of contents

You create your Survey study in several steps. Here’s a brief summary of each tab:

General step Copy link

  • Set the name and language of your study
  • Select a device to be tested on
  • Check when the study was created and last modified
  • Select how the respondents identify themselves
  • Guard access to your study with a password
  • Set the ending conditions for the study

Messages step Copy link

  • Make personal welcome and thank you messages to be seen by the respondents
  • Personalize the message shown to those who follow the study URL once the study is closed

Questionnaire step Copy link

  • Set up screening questions for respondents
  • Create your survey questions
  • Create multiple option questions
  • Adjust the order of your questions
  • Group questions into sections
  • Insert questions to and from the question bank

Screening step Copy link

  • Set rules for targeting by location, operating system, and browser
  • Block participants from chosen IP addresses

Branding step Copy link

  • Customize the color scheme of your study
  • Insert your company’s branding by uploading a logo

Recruiting section Copy link

  • Copy the link to your study so you can share it with your respondents
  • Set up rewards for completing the study successfully
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