Please note: Before creating your Survey, you'll need to create a Survey form in Webform Builder. See this article for information on creating new forms.
First click the "Add a new Survey" icon and follow these simple steps:
1. About (overview of this survey)
Survey Name - make this as memorable and distinctive as possible
Please note: for technical reasons you cannot have backslashes in a survey titleDescription (optional) - this helps the next user to understand this survey's purpose
Group - this organises your surveys
Status - draft whilst you build it, published when you want to get it completed.
(NB: this step is where you can delete a survey).
Click 'Save' and move to the next step:
2. Timings (when this survey is available online)
Start & Finish - by default all surveys run for 5 years, change to suit.
Offline message - this displays when the survey is in draft status (see step 1) or it is not within your online date range.
Click 'Save' and move to the next step:
3. Content (choose your web form)
Web Form - Choose from a list of all SRV Web Forms you have already built and published in the Web Form Builder app.
Edit - Once selected you can click to jump into Web Form Builder and edit this survey.
Click 'Save' and move to the next step:
4. Preview (preview your web form)
See how your survey looks
Use the "Share" button to copy the bit.ly link
Use the "Code Snippet" button to copy the code for embedding a survey on your website
5. Performance (see how your survey is performing)
Filter - by date range
View Submissions - goes to the Submission list.
