Survey From Tutorial

Create engaging and customizable surveys effortlessly with our online survey form builder. Designed for ease of use, our platform allows you to design professional surveys with drag-and-drop functionality, offering a wide range of question types, including multiple-choice, rating scales, and open-ended responses.

Personalize your forms with dynamic logic, branding options, and customizable themes to enhance user experience. Gather valuable insights with real-time data collection and analytics, enabling you to visualize trends and make informed decisions. Whether for market research, customer feedback, or employee engagement, our survey builder empowers you to collect and analyze data with confidence.

In this article we will explore setting up a survey form

Let's create a Survey Form

All roles assigned will receive notifications. Currently there are two options to send out survey's

In App Notification - An alert will only show up in Application
Email - Emails are disabled for trial accounts
Send To Type - Select whether to send the Survey to a specific Role or selected Users

Let's create the Survey Controls

We will create three controls for this survey by selecting add_link:

Rating Control - This control allows for different value selections, you can use the Stars or Smiley setting
Question 1 & Question 2

Resend Survey to selected Roles or individual Users

Go to the Forms Menu
Select the three dots button and select Send Form
Choose the role or specific users and click send

Reporting on your Survey's

Let's create a quick Report on our Survey

Create a Series Report Type
Create a Label pointing to our Rating Control type without any Aggregate
Create a Series Column also on the Rating Control but with the "Count" Aggregate

Creating the Chart from the Series

Create a Chart Report Type
In the Report Detail section select the Series we created previously

Let's view the Report

This report show the amount of Users who voted per status

Different Report Perspective

For another perspective of the report you could change the Series Column Aggregate to a "Sum" type which will rather show general "Happiness" of your Survey question

More Info

For a more comprehensive guides read: How to Create Templates? and How to Create Reports?
For more information, questions or additional requests: Contact Us