Creating a Survey
Surveys are a great way to gather information and feedback from your audience. With our Survey Builder tool, creating a survey is quick and easy. In this article, we will guide you through the steps to create your own survey.
Step 1: Accessing the Survey Builder
To create a survey, you will need to access the Survey Builder tool. To do so, simply click on the Survey Builder tab located on the top menu bar. If you do not see this tab, please contact your administrator for access.
Step 2: Creating a New Survey
Once you are on the Survey Builder page, click on the "New Survey" button. This will open a new survey template for you to work with.
Step 3: Naming Your Survey
Before you begin creating your survey, it is important to give it a name. This will help you easily identify and manage your surveys in the future. You can also add a description for your survey, although this is optional.
Step 4: Adding an Introduction
The initial message box on the survey template acts as the introduction for your survey. This is where you can provide some context and background information for your survey. Simply type in your introduction in the text box provided.
Step 5: Creating Your Survey Questions
Now it's time to start adding questions to your survey. To do so, click on any option under the toolbox located on the left-hand side of the screen. For example, if you want to add a multiple-choice question, click on the "Multiple Choice" option. The question will then appear in the body of your survey.
Step 6: Editing Your Questions
To edit a question, simply click on the green pencil icon next to it. This will open a pop-up window where you can rename the question, type in your question, and list the answer options. You can also link your question responses to other questions and add tags to properly categorize the answer options.
Please note it is required to add a tag in the tag column, once you add your desired tag name and then click "add" to successfully add it. Also, all survey respone tags should be unique (ex. 2025_CandidateName_Support_Yes, 2025_CandidateName_Support_No, etc.) so that you can pull the response tag information on Export Data and/or use it on the create list page under survey tags.
Step 7: Adding a Conclusion
Once you have added all of your questions, it's time to provide a conclusion for your survey. This can be done by typing in your final message in the "Final Message" box. This is where you can thank your participants for taking the survey and provide any additional information or instructions.
Step 8: Saving Your Survey
Before you can launch your survey, make sure to save it by clicking on the "Save Survey" button. This will ensure that all of your changes are saved and your survey is ready to be shared with your audience. To preview the survey to see how it will look/operate you can click the toggle in app preview button located on the top right of the survey builder page.
Congratulations, you have successfully created a survey using our Survey Builder tool. Now you can launch your survey and start gathering valuable insights and feedback from your audience.
Finally, here is a quick video that goes over the process:
*Please be aware that the URL/website shown in our demonstration videos is for demonstration purposes only and will not be the website that you will login to. Each campaign/state party has their own unique URL to login. If you do not know your campaign's unique login URL please contact a staffer or admin with your campaign.







