Help/Building surveys

Creating a survey

Every survey starts from the same place: New survey on your dashboard. From there you pick how much of a head start you want.

The three starting points

  • Start blankAn empty survey and the question picker. Best when you know what you want to ask and would rather not edit someone else's wording.
  • Use a templateA complete, ready-to-field survey — NPS, CSAT, employee engagement, concept test, and many more. Everything stays editable; a template is a starting point, not a cage.
  • AI AuthorDescribe what you are trying to learn in a sentence or two and get a full draft back, with question types already chosen to suit each question. Review and edit before anything is saved.
Note
Blank and AI Author add three demographic questions

Surveys started blank or with AI Author get a short demographics block — age range, gender identity, and ZIP or postal code — placed just before the completion screen. It takes about thirty seconds to answer and it is what lets you slice every other answer by who said it.

A chip at the top of the editor says “Demographics auto-included”. One click removes the block. Templates are never modified this way — each one declares its own default.

Bringing in a survey you already have

If the survey exists in a Word document, a Google Doc, a PDF, an export from another tool, or even just a numbered list in an email, you do not need to retype it.

  1. 1
    Open AI Author from the editor
  2. 2
    Switch to the “Parse existing” tab
  3. 3
    Paste the survey as plain text

    Questions, types, options, and scales are detected automatically.

  4. 4
    Review before saving

    You get the parsed result as an editable draft. Nothing publishes without your sign-off.

What happens when you publish

A survey stays private until you publish it. Publishing mints the public link and starts accepting responses.

Published surveys keep whatever they were published with. Editing a template later never reaches back and changes a survey you already created from it, and it never affects responses already collected.

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