An overview of all steps in Survey setup

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

General step 

• 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 

• 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 

• 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 

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

Branding step 

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

Recruiting section 

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