To create and design a new survey follow these steps:
1. Log in to Humand Admin > Surveys
2. Click on “+ New Survey”
Once inside, you can see 3 tabs:
- Content: used to customize the survey content.
- Settings: Used to make internal survey settings (automatic message after survey completion, segmentation and anonymity of responses).
- Results: Used to view and download all survey responses.
To create the survey you must configure the following:
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Use a title that correctly identifies the purpose of the survey.
Divide the survey into sections if necessary to make it as orderly and easy to answer as possible.You can choose in which order the sections should appear to the collaborators from the options “After section ...”, the possibilities are:
- Go to the next section (if any).
- Go to the section of your choice.
- Submit the form.
- Type the question, click on it and set the answer type.
- Define the answer to be required if you wish.
- Set concatenated answers according to the selected option by clicking on “Go to section according to answer”. This way, you can guide users to specific sections based on their answers.
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In the survey settings tab you must configure:
- An automatic response message: When users complete the survey this message will appear.
- Audience: Choose whether the survey will be available to all users or whether it will be segmented by users or by specific groups according to your community.
- If the survey is anonymous: When this option is enabled, no data about the identity of the users is collected. That is, the answers and surveys will not have an associated user.
You are done! Save your changes and the survey will be available to the audience you have selected. You can choose to send a notification, or not, to the users who must answer it.
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