How To: Create a New Survey

Create A New Survey


Select ‘Surveys’ from the ‘Opinion gathering’ menu.

The ‘Surveys’ screen appears. As the name implies, there are two options:

l Create a new survey

l Edit an existing survey

In this example survey, a new survey with new questions has been created.



The above screenshot only shows the ‘Create a new survey’ section of the screen.

Actions Required

l Enter a relevant title in the ‘Survey title’ input box

l Select a category, e.g. ‘Category for Manual by Kevan

l Press the ‘Continue >>’ button


Do not press the the ‘Alter categories’ button at this point in time.




Create New Page for a Survey


The ‘Pages for Survey’ screen appears.

At this point, there are two valid options (see Tips):

l Change survey name

l Add page

(See page xx for change survey name).

Action Required

l Press the ‘+ Add page’ button


l Do not press the ‘Back to surveys’ button this will halt the create survey process. To continue (with this survey) you would then have to select ‘Edit an existing survey’ from the ‘Create a new survey’ screen and press the ‘Pencil icon’ adjacent to the survey

l Do not press ‘Finalise survey’ you will lock the survey without adding pages or questions!

l Do not press ‘Preview survey’ it has no pages or questions



Add Page Title and Description


A drop-down box appears with two requirements:

l Add a page title relevant to the questions on the page

l Add a description relevant to the questions on the page

Actions Required

l Enter an appropriate page title in the ‘Page title’ input box; this will be displayed at the top of the first page of survey questions.

l Enter an appropriate description for the page content the ‘Page content’ text input area. (Which will be familiar from using the ‘Create message’ option in the ‘Send messages’ area of the Administration area.)

l Press the ‘Create this page >>’ button


Intro Page Added to Survey


The drop-down box disappears and a new area “Existing pages” appears which lists the pages of the survey. In this example, the page just created is shown with its title and several options:


Options available:

l Change Survey name and / or
Survey category

l Edit page title and / or description (pencil icon)

l Add / edit questions
(blue questionmark icon)

l Delete Page (waste bin icon)

Action Required

l Press the blue ‘questionmark’ icon



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