Click “Surveys” and then “Create a new survey”.

Then you will be guided through these 4 steps:

In the “Create” section, you give the survey a name ①.

Next you can add a description. This won’t be seen by those taking the survey and is just for your information ②.

Lastly, you can choose an icon for the survey. This will be seen by those taking the survey ③.

Once you have entered all this information, click “Next”.

In the “Timing” section, you can firstly decide when the survey should take place by choosing the day and time ①, then choose the cycle you would like ② out of these possibilities:

  • Just once
  • Weekly
  • Biweekly
  • Monthly

Once you have set all of these, click “Next”.

In the third section, you create the questionnaire for your survey (this one is named Untitled Survey).

You choose between 6 types of questions:

  • Single select
  • Multi select
  • Text field
  • Five Stars
  • Smiley
  • Net promoter score

Adding questions – An explanation of the different question types:

Single select:

Single select questions are used when only one answer should be chosen from a list. The amount of possible answers is unlimited.

Multi select:

Multi select questions are used when it should be possible to choose several answers from a list. Again, the amount of possible answers is unlimited.

Text field:

Text field questions are used when an opinion is required and can be typed in this field.

Five Stars:

Questions with Five Stars enable easy rating using 1 star for the worst feedback and a maximum of 5 stars for the best feedback. It is not possible to change the amount of stars used.

Smiley: 

In this type of question, you can choose how many smilies to use, anything between 2 and 6 is possible. Using the smilies, people can easily show how they feel about the topic. The description of each smiley can be entered individually.

Net promoter score: 

NPS questions are used when you would like a rating from 0 to 10. These are mainly used when you would like to know how likely it is that people will recommend you. For example, “How likely is it that you would recommend us to your family/friends?”

Feedback is then classified in 3 categories:

0-6 = Detractors

7-8 = Passives

9-10 = Promoters

Once you have chosen which type of question to use e.g. Smiley, it will appear on the left side. 

Type your question in the field above the smilies. On the right, you can choose the number of smilies you would like to use for this question, anything between 2 and 6 is possible. Below each smiley is a box in which you can add a label. 

It is also possible to make a question mandatory by clicking the box on the right. This means that it cannot be skipped and an answer is required in order to continue with the survey.

Click on “Add question” to continue creating the survey.

If you would like to use the same type of question again, place your mouse above the original question on the left and click “Duplicate” when it appears, then edit the question as appropriate.

If you would like to delete a question, click on this symbol:

To change the order of the questions, click on the arrow symbols to the right of the question box to move each one.

Once you have finished creating all of the questions, click “Next”.

In the fourth section, you decide who should take part in the survey by adding users either individually or "All Users":

When this is complete, activate the survey by clicking “Finish”.

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