A survey is a set of questions created by your organization to find out opinions, wishes or evaluations. 


The answers can be:

  • Open: where you can write the answer you want

  • Closed: where you must select an alternative, the one that most closely matches your opinion


To create a survey, follow these steps

  • Go to the "Surveys" area on the left side menu to access the list of surveys

  • Click on the "Create Survey" button to access the sections:


        General Data

        Questions

        Users


General Data

  1. Title: look for a name that briefly explains the content of the survey. Maximum of 80 characters

  2. Dates: includes start and end dates

  3. Cover photo: we recommend that you add a multimedia file. Remember the characteristics of the multimedia files you can import:

    1. Images with jpg, jpeg, png or gif format and dimensions 700x300px 

    2. Audios in mp3 or wav format with a maximum size of 10MB

    3. Videos in mp4, webm or ogg format with a maximum size of 10MB

  4. Description: Specify in more detail what the survey consists of. Maximum 500 characters

  5. Completed Survey Message: Customize the thank you message for completing the survey

  6. Published: Enable this feature and the survey will automatically show up in the App on the set start date 

  7. Default survey: Activate this feature if people in your organization are going to access Zapiens for the first time through a company code. This way, they will automatically be able to participate in the default survey(s)

  8. Click on the "Next" button








Note: Required fields are marked with a "Blue Asterisk".


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Questions

  1. Click on the "Create Question" button and complete the following fields:

    1. Question: Write the question

    2. Type: Select the type of question:

    3. Closed: question with several answer alternatives, maximum 5. Click on the "Add" button to write the different alternatives

    4. Open: The user can enter an answer of up to 500 characters

  2. Click on the "Save" button to save the changes or on the "Cancel" button to exit the question creation process

  3. Click on the "Back" button to return to the "General Data" section or click on “Next”









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Users

  1. To add them: Search and select users already created and visible in the "Available users" list

    1. The most commonly used filter to select users is through "Choose segments" to select the segment values

    2. Click on the "Add users" button at the top and bottom of the "Available users" list

  2. To remove them: Search and select users already created and visible in the "Current users" list:

    1. Click on the "Remove users" button at the top and bottom of the “Current users" list

  3. Click on the "Save" button and the new survey will appear in the survey list 









Note: In the "Questions" and "Users" sections, it is not required to create the questions or add users in the process of creating a survey. You can complete both sections at a later.  


Note: You will be able to sort the list of questions if you need to:

  1. Click on the "Reorder" button at the bottom right of the list of questions

  2. Click on a question to select the row and move it up or down

  3. Drop the row in the position you have chosen 

  4. Click on the "Reorder Done" button at the bottom right of the list


Check out our articles Viewing and exporting the results and Edit or delete a survey


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