Creating a Survey

When you create and configure a new Survey there are several options available to assist you.

Survey Templates can provide predetermined layout and look and feel for a Survey.

Campaigns allow you to group Surveys and other items together for targeting, reporting and organizational purposes.

To create a Survey

1. From the Main Menu, click Campaigns.
2. Click the Surveys view. The Surveys view will be displayed in the Workspace and the Component List will display a list of Surveys in the partition.
3. Click the New button on the Action Bar.
4. A new Survey window will be launched.

   

5. In the Name text box type a name for this Survey. Remember that this is what is displayed in the Component List.
6. If you have an internal reference or job code for this Survey type this in the Job Code text box.
7. When possible it is recommended the Survey layout be based on a template. Click the Template Selector button to display the Select Template dialog.

   Click the template you wish to use and click the Select button.

8. If this Survey is part of a Campaign, click the Campaign Selector button to display the Select Campaign dialog.

   Click the Campaign you wish to use and click the Select button.

9. In the Description text box type a short description for this Survey.
10. Click the Create button.

You now need to:

• Add Survey questions.
• Configure Survey Rules and Content.