Choose a template or create your survey from scratch.
A survey is part of a campaign. A campaign includes your survey, associated deployments, segments, attributes and actions that will be triggered after the answer.
To create your survey, all you have to do is launch a new campaign.
Two choices are available to you according to your needs:
- Create a campaign from scratch (which we will detail in this article)
- Create a campaign based on a template: read the dedicated article
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Create a survey from scratch
- To get started, you need to click on the green + Create new campaign button directly on your Dashboard.
- You can also find this button in the Campaigns section of the side menu:
- Create your Campaign by clicking on "create your own campaign from scratch":
- Then, give a name to your campaign, specify its purpose, select a sgment if needed and validate with the Next button.
- Build your survey starting with the creation of Pages by clicking on Add.
We recommend that you consult: how do I add or modify pages?
- Then add your items within your pages by clicking on Add new item.
We recommend that you consult: How to add or modify questions?
- Finally, remember to save your changes carefully.
- This is what the structure of a survey looks like once the items are in place.
Here is a video explanation to help you edit your survey:
Once you have created your survey, you will have a few steps left before your campaign is fully operational.
To continue configuring your campaign, we recommend that you consult: The checklist for a perfect campaign.