How do I create a survey?

With Crowdsignal you can create powerful surveys and share them anywhere you’d like to learn from your audience. New to Crowdsignal? Check out its many features here!

A survey allows you to ask multiple questions and offers many different question types, including name, email, multiple choice, and matrix/Likert, just to name a few.

Create a Survey

To get started, log in to your Crowdsignal dashboard.

Click on Create New and select Survey:

Give your survey a name. Note that when your survey’s URL is created, it will include the title you choose.

Editor

The Editor section is where you add questions and other elements to your survey. To add a survey element to your survey, drag it from the column on the left to the survey window on the right:

You can drag and drop questions into any position on the page.

Once you have added your questions, you can reorder them by clicking the ‘Reordering’ tab at top right, then dragging the questions into your chosen order:

Question Types

Crowdsignal offers the following question types for surveys. Each question type allows you to capture different data from your respondents:

Page Elements

The following page elements are shown in the question type toolbar, but do not capture any data:

  • Page Header: Displays a heading to separate sections of a page. You can also use this element as a footer.
  • Text Paragraph: Displays one or more paragraphs of text, which can be formatted with basic Markdown.

When you’ve finished editing each survey element, click Save:

Survey Style

The Style section lets you select and preview a theme for your survey, or create your own custom theme.

Choose a theme from the options on the right, and click ‘Customize’ to select some basic options for the theme.

The Preview box will display your survey according to the selected options. You can also click the device icons to preview how the survey will display on desktop, tablet, and mobile devices.

When you’re happy with the preview, click Save to save your style settings.

If you want to create your own custom survey style, check our guide here.

Survey Settings

The Settings section lets you configure how your survey works. You’ll see 5 tabs in the left sidebar of the Settings section: General, Survey Options, Start/Finish, Languages, Header/Footer.

General

Editing the survey permalink

In the Permalink box, you will see the URL of your survey. This is generated automatically from the title of your survey, but you can edit it here by clicking ‘Edit’ if you want to change it.

Note that editing the permalink here does not change the survey title. You can change the title in the Editor section.

Survey Restrictions

There are several different restrictions you can place on your survey. After editing any of these settings, be sure to click Save to save your settings.

Password Protection

You can choose to set a password that participants must enter to be allowed to complete the survey.

To set up a password, check the Password protection box, and enter a password.

Captcha Protection

You can enable Captcha protection to force the survey participant to fill in a CAPTCHA form before accessing the survey. This is a good way to prevent automated responses by scripts or bots.

This is similar to what the survey participants will see before they can begin the survey:

One Response Per Computer

Enable this to prevent participants from completing the survey more than once.

IP Restriction

To restrict your participants to a pre-defined set of IP addresses, you can enable IP restriction, and enter each IP address on a separate line:

Email restriction

You can enable Email Restriction to restrict survey completions to only those with a valid email address, or only those belonging to a group of specific email addresses you choose. If you want to restrict to specific email addresses, before moving further, you’ll want to create an email group.  Then enable Email Restriction, and click on Select Users.

This will open the Email Whitelist dialog box.

If you allow any email address, a participant must enter any valid email address to get access to the survey or quiz. The response is registered when the participant clicks the confirmation link.

If you choose an email group, only email addresses from this group will be permitted access to your survey or quiz. Also, responses from the email addresses in an email group will only be registered when the participant clicks on the confirmation link.

If you choose to enter individual email addresses, you can use wildcards to allow a set of email addresses. For example, if you were to enter *@crowdsignal.com, all valid email addresses ending with @crowdsignal.com will be permitted access to the survey.

Once you choose the email addresses you would like to be whitelisted, click Save Selections.

Now when a participant opens this survey they will be asked to enter an email address. When the participant completes the survey they will receive an email with a confirmation link.

The participant will have to click on that link to confirm ownership of the email address, which will then register their survey response.

Survey Options

Automatic Survey Closing

You can set your survey to close automatically either on a specific date/time, or after a specific quota of responses have been submitted.

Survey Navigation

You can choose whether to display question numbers next to each question, whether to show a progress indicator on your survey, and whether to show a back button on surveys with multiple pages (note that adding branching rules will disable the back button.)

Survey Timeout

Account holders with one of our paid plans can change the page timeout of a survey. This is how long a user has to finish a page in a survey. The default is 24 hours but it can be changed to 1 hour if circumstances require it.

Start/Finish

If you like, you can create custom start message that your survey participants will see before they start the survey:

If you have one of our paid plans, you can also create a custom finish message that participants will see after they complete the survey. Be creative with your custom messages—show a little personality! It’s always nice to know that you’re completing a survey created by a human for humans.

If you prefer, you can select Redirect to an URL instead, and enter a URL where your participants will be redirected after completing the survey.

Languages

In the Language Pack section, you can choose whether or not to assign a language pack to the survey. Language packs allow you to change the default English text to a different variety of English text you choose or to the language of your choice. If you’ve already created a language pack for your survey, you can select it from the drop-down list.

You can create a new language pack for your survey on the same page. Just enter your translation of each phrase, and at the bottom of the page save your language pack with a new name.

Header/Footer

Choose whether to show a custom header and/or footer on your survey, and optionally on the first and/or last page of your survey.

Sharing your survey

Crowdsignal offers many ways to share your survey on the Sharing page:

  • Copy a direct link to share with others.
  • Post a link to it on Twitter.
  • Post a link to it on Facebook.
  • Embed it into a QR code and get a .png of the image to place in printed material.
  • Use a pop-up to encourage participants to complete the survey.
  • Embed the survey into in your website.
  • Download our free iOS app and sync it to gather data in the field with an iPad.
  • Embed it into an email message.

Still have questions? Contact us.