Welcome to Attest! We’re excited for you to start drafting your first survey. Before you get stuck in, let us show you a few features that might help you hit the ground running. 

There are 3 simple steps to create your first survey; drafting, selecting the audience, and launching. We’ll talk you through some of the key things you might want to do at each stage. Click the links throughout for more guidance on each of the steps.
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Select Create New Survey and we’ll get going…

You don’t have to do this at the start, whenever you want to you can give your survey a title - or amend it - click the banner at the top and you’ll be prompted for an external (public) title, an internal title (optional) and a title image (also optional).

Here you can also choose to tag your survey with one of the pre-populated tags based on the most popular use cases for Attest. You can also create your own tags, learn how to, here.

To start creating your survey, add questions by selecting Add question and choosing one of the six question types or by choosing a question from your library.

If you’re qualifying respondents into your survey based on their answers, this question (/these questions) must be the first question(s) you ask in the survey (though they can come after an opening text card). Create a qualifying question by clicking on Qualify respondents and toggling on Allow qualifying for any answers you want to use to screen-in respondents.

You can intersperse questions with text cards to give more context, surface images or signpost a change in topic. To add a text card simply select Add question and choose to add a message.  

You also have the option to add a question Group. These are used to group questions together and randomise between these groups to reduce order bias in creative and concept tests. You can create a group and add questions and text cards within the group, then randomise between questions and/or groups in the left-hand card list.

After you’ve selected the answer type, for single choice, multiple-choice, ranked and grid questions you’ll need to enter your answer options. 

You can add an image, audio or video clip to any question or text card. Just click Add media and drag & drop or upload your media files, or paste in a YouTube link. 

You can also use images as answer options within grid, single and multiple-choice questions, just toggle the Image answers button on in Answer Settings. Images can be used alongside or to replace text answers. 

Click the map view tab at the bottom of the page for another view of your survey. This view is particularly useful for visualising routes in your survey. Clicking Edit on any card, or the list view button will take you back to the list view for you to continue editing your survey.

Single and multiple-choice questions can be routed, with the respondents’ answers taking them to an alternative path through the survey. 

In the map view, click the Routing arrow icon next to the answer option you wish to route, from here you can select a card that already exists, or click a blank space to create a new question or text card to send respondents who select that answer to. In the list view, select the destination card from the drop down menu.

Once you’ve drafted your survey, you can see how it will look to respondents and test any routes you’ve created by clicking the Preview button. 

To send your survey draft to a colleague for a second pair of eyes, you can generate a shareable link by clicking the Share survey link icon on the top right of the page.

The Customer Research Team are also on-hand to help you spot biases and mistakes, don’t hesitate to get in touch with them for objective feedback on your survey draft via the in-platform live chat. 

Receive comments
You can comment on your colleagues draft surveys, and vice versa, using the comment sidebar on any page of the draft survey. You can also receive comments from the Customer Research Team team if you wish.

Once you’re happy with how your survey looks, navigate to the Audience tab to continue. 

Select the country you want to send the survey to, and the language for those respondents from the drop down menus. 

Unless you want to generate a link to send to your own contacts (in which case, select Send to my own audience), you can select the demographic profiles you want to send the survey to. There are popular pre-set audiences in some countries - including Working Age NatRep. 

To create your own audience from scratch select Custom audience for [country]. There are 15+ demographic categories for you to choose from, and as you add demographics you will see the selected categories displayed and the total number of possible matches adjust based on a live calculation of potential reach. 

For research where you’ll be cutting the data by demographics, or if you’re looking for a representative view of a population, you can add quotas to your audience. To add quotas simply toggle the quota module on and enter the percentages of each demographic you would like to include in your survey sample. 

Once you’ve defined the demographic make-up of your sample, select how many respondents you would like to gather by entering your chosen number into the Sample needed box.
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You’re almost there! Once you’re happy with your audience selections, move to the Review tab for the final stages. 

You can decide whether your survey should go live immediately, or at some future date and time. Select Now to send the survey live immediately after purchase, or select Later and a date, time and time zone. 

In the Review tab you’ll also be able to see the top line details of your survey, including the number of questions, the number of routes, and any customised audience you’ve selected.

Click the Confirm & Purchase button to launch your survey. If you’ve chosen to set your survey live in the future, once you purchase the survey the credits will be debited and you won’t be able to make any changes to the survey after this point. 

Congratulations! You’ve launched your first survey with Attest. Browse the rest of our Help Centre for more features you can use, and get in touch via the in-platform live chat if there’s anything else you’d like to understand. 

Ready to analyse results? Check out our introduction to results article, here!