{"id":11449,"date":"2022-06-02T05:04:49","date_gmt":"2022-06-02T05:04:49","guid":{"rendered":"https:\/\/www.mainbrainer.com\/hc\/knowledge-base\/create-your-first-survey\/"},"modified":"2022-11-23T10:53:44","modified_gmt":"2022-11-23T10:53:44","slug":"create-your-first-survey","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/survey\/creator\/create\/","title":{"rendered":"Create your First Survey"},"content":{"rendered":"<div class=\"aricle_container\">\n<p>Creating your own survey has never been easier! With our <strong>Survey<\/strong> creator tool, you can create precise and effective surveys within a short span.<\/p>\n<p>Check out our video demonstration to understand how.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>Step 1 \u2013 Create a new survey<\/h2>\n<p>The <strong>Main Menu<\/strong> on the left of the screen shows a <strong>Create<\/strong> menu. Expand it and click on <strong>Survey<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey sub menu\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/main-menu-survey.png\" alt=\"New Survey create menu. Survey is highlighted\" width=\"488\" height=\"580\"><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p>Once you click, you\u2019ll be redirected to the <a href=\"\/hc\/en_GB\/survey\/creator\/manager\/\" target=\"_blank\" rel=\"noopener\">Survey Page Manager<\/a>. It will show all your survey <a href=\"\/hc\/en_GB\/survey\/creator\/pages\/\" target=\"_blank\" rel=\"noopener\">pages<\/a> (since this is your first survey, this space will appear empty). Now click on the <strong>Create Survey<\/strong> button on the right hand side to get started.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1677 size-full\" title=\"Create Survey button\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/create-new-survey.png\" alt=\"New Survey. The create survey button is highlighted\" width=\"619\" height=\"104\"><\/p>\n<h2>Step 2 \u2013 Name and description of your Survey.<\/h2>\n<p>Give your <strong>Survey<\/strong> a valid name and add a description. You can also choose to keep the default name and click <strong>Continue.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1678 size-full\" title=\"Survey name and description\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-name-description.png\" alt=\"Give survey a name and description. The continue button is highlighted\" width=\"579\" height=\"793\"><\/p>\n<p>Here are the fields:<\/p>\n<ul style=\"list-style-type: circle;\">\n<li><strong>Name<\/strong>: Use this field to give your survey a relevant name.<\/li>\n<li><strong>Description<\/strong>:<strong>&nbsp;<\/strong>Use this field to write a valid description for the current survey. The description could be anything describing your survey form &#8211; for example, a survey to understand if people opt for Android or iOS and why. Or, to find out if men prefer casual shoes over formal shoes and why. Or, employee happiness at workplace surveys.<\/li>\n<\/ul>\n<p><strong>This description is not visible to your customers in any way and is purely for your reference. Please feel free to make it as informative as you like, as it will help you search and identify this survey later.<\/strong><\/p>\n<ul style=\"list-style-type: circle;\">\n<li><strong>Add survey to folder:<\/strong> Use this dropdown to select the <a href=\"\/hc\/en_GB\/a-z-guide\/folder\/\" target=\"_blank\" rel=\"noopener\">folder<\/a> to which you would like to add this survey. While adding your survey to a folder is optional, we recommend that you always group and organize similar surveys in Folders. In case, you don\u2019t want to pick a folder, you can simply click <strong>Continue.<\/strong><\/li>\n<\/ul>\n<p>Once you\u2019ve entered these details, click <strong>Continue<\/strong>.<\/p>\n<blockquote class=\"elevio-box-warning\"><p><strong>Note:<\/strong> If you choose not to enter a survey name, the platform assigns a default name to the survey with the following structure:<\/p>\n<p><strong>For example:<\/strong> Survey 30-07-2021 10:00:00<\/p><\/blockquote>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>Step 3 \u2013 Select a template or layout<\/h2>\n<p><strong>My Templates<\/strong> contain all the surveys that you previously saved as templates. Since this is your first survey, this section will appear empty. Once you start creating surveys, you can save your survey designs as templates for future use.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1679 size-full\" title=\"Select survey template\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/select-survey-template.png\" alt=\"New survey, templates. There is a no saved templates message\" width=\"635\" height=\"579\"><br \/>\nFor now, click on the <strong>Layouts<\/strong> and select the blank template and start with an empty page to design your first survey.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>Step 4 \u2013 Design your Survey<\/h2>\n<p>You can now see the <strong>Survey Design<\/strong> area with a blank space on the left-hand side and your tools on the right-hand side.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1680\" title=\"Survey work area\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/drag-drop-create-survey.png\" alt=\"Survey creator. The work area is highlighted for drag and drop\" width=\"1153\" height=\"901\"><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1681 size-full\" title=\"Survey creator widgets\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/11\/survey-creator-widgets.png\" alt=\"Survey creator. The different widgets are highlighted\" width=\"600\" height=\"770\"><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p>The tools contain:<\/p>\n<p><strong>Widgets:<\/strong> Design elements like Question box, Progress bar, CTA Buttons, Images, etc. You can either click or drag-and-drop each widget to design your survey.<\/p>\n<p><strong>Style:<\/strong> Page dimensions, background color, and image, etc.<\/p>\n<p><strong>Pages:<\/strong> Add as many pages in your survey as you want. <strong>Home<\/strong> is a default first page and you cannot delete it but you can edit the page name. Click <strong>here<\/strong> to understand pages.<\/p>\n<p><strong>Settings:<\/strong> Includes categories for questions. You can define several categories here and assign different questions to them. For example, you can define a category \u201cPersonal Information,\u201d and assign all the questions in your survey under this category, like Gender, Marital Status, etc.<\/p>\n<p>You will find more information about the <strong>Settings<\/strong> and <strong>Style<\/strong> tabs in each specific widget help article.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>Step 5 \u2013 Preview your Survey<\/h2>\n<p>Once you have designed your survey, click on <strong>Preview<\/strong> and then <strong>\u201cEnter Preview Mode.\u201d<\/strong> You can see how your survey will appear to your recipients.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1684 size-full\" title=\"Survey preview\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/preview-survey.png\" alt=\"New Survey, preview. Enter preview mode button is highlighted\" width=\"530\" height=\"413\"><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>Step 6 \u2013 Activate your survey<\/h2>\n<p>Once you have designed your survey and are satisfied with it, click <strong>Continue.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1686\" title=\"Save created Survey\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/continue-button.png\" alt=\"New Survey, survey creator. The continue button is highlighted\" width=\"1235\" height=\"887\"><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p>The page redirects you to the <a href=\"\/hc\/en_GB\/survey\/send-survey\/utm-code-url\/\" target=\"_blank\" rel=\"noopener\">\u201cCreate Survey URL\u201d<\/a> page. Here, you can pick the <strong>Domain<\/strong> in the drop-down option and edit the <strong>Slug<\/strong> name. By default, the UI picks the survey name as the slug but you can edit this if you want.<\/p>\n<p>The UI will show you the <strong>Preview<\/strong> of the URL below.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1687\" title=\"Activate survey\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/Survey-url-domain-slug.png\" alt=\"Survey overview. The Continue button is highlighted\" width=\"640\" height=\"453\"><\/p>\n<blockquote class=\"elevio-box-info\"><p><strong>Note<\/strong>: By default, the UI assigns your company name and ID as the domain in the URL. If you want, you can configure and <strong>whitelabel<\/strong> your landing page URLs, emails or URL shorteners with us. Once you whitelabel your URLs, the domain will list them all for you to select. To understand more about how to whitelabel your URLs, click here.<\/p><\/blockquote>\n<p>Click <strong>Continue<\/strong> when you\u2019re satisfied with the URL. The page redirects you to the <strong>Survey Manager<\/strong>. And before you can send your survey to your contacts, you need to activate your <strong>Survey<\/strong>. Click on the <strong>Activate<\/strong> button to do so.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1688\" title=\"Activate Survey\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/activate-survey.png\" alt=\"Survey overview. The activate button is highlighted\" width=\"640\" height=\"782\"><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><strong>Activate &gt; Set Activation Period &gt; Watermark Text &gt; Remove Watermark<\/strong><\/p>\n<p>Voila! You have successfully created your first survey.<\/p>\n<p>Feel free to play around with our <a href=\"\/hc\/en_GB\/survey\/creator\/widgets\/\" target=\"_blank\" rel=\"noopener\">Survey Creator Widgets<\/a> and keep designing potent surveys.<\/p>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}  .aricle_container span{color:#0070ba!important}.aricle_container li,.aricle_container blockquote{font-size:18px!important;    font-weight: 400;<br \/>\n  }<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>Creating your own survey has never been easier! With our Survey creator tool, you can create precise and effective surveys within a short span. Check out our video demonstration to understand how. Step 1 \u2013 Create a new survey The Main Menu on the left of the screen shows a [&hellip;]<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[398],"ht-kb-tag":[],"class_list":["post-11449","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-survey-builder-en_gb-2"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/11449","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/comments?post=11449"}],"version-history":[{"count":3,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/11449\/revisions"}],"predecessor-version":[{"id":11955,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/11449\/revisions\/11955"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/media?parent=11449"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-category?post=11449"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-tag?post=11449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}