Before you send out your survey, you'll have to give your survey a name. The external survey title is mandatory, but next to that there are some other fields that are optional, but can be helpful to structure your surveys.

External titles are shown to respondents before they take the survey. Titles should help explain the contents of the survey, but avoid the bias of attracting people who feel strongly positively or negatively about that topic, so it’s best to avoid being too specific. For instance, calling a survey “Opinions about the recent general election” might deter respondents who didn’t vote or don’t have strong opinions on the topic.

If you would like, you can add an image to the title of your survey which is shown to respondents once they opt-in. You can use title images to put respondents in a certain frame of mind or give more context about the content of the survey. 

You can also choose to open your survey with a text card, which can also warm the respondent up by giving them some information about the survey. To do this, select Add text card when you come to draft the first card in your survey.

Put a title for yourself and your team here, this isn't shown to respondents. This is particularly useful if running a series of surveys with the same external title, as it allows you to differentiate the surveys from your internal view of them.

You can add a preset tag for "type of research" to your survey. You can read more about adding tags and creating your own custom tags in this article.

Once you've entered all the details, you will see your survey title at the top of the survey editor. You can edit these settings at all times before sending out your survey by clicking on the edit icon on the right.

You can edit your settings at all times before sending out your survey by clicking on the edit icon at the top right.