Creating a Survey Questionnaire helps you collect the right information from respondents. To do this, you must have Admin access. If you already have Admin rights, follow the steps below.
Steps to Create a Survey Questionnaire
Open Settings
Click the Settings icon in the navigation sidebar menu.
A new tab will open, displaying the Survey Questionnaire interface.
Create a New Survey
Click the “+” button to create a new survey questionnaire.
Choose Question Types
Search for the question types you want or select them from the Basic Inputs list.
Click on a question type to add it.
Add Title & Description
Enter a title and description for your survey questionnaire.
Contact Information Section
This section is mandatory and added automatically by the system.
You cannot change its position or edit its questions.
Arrange Questions
Drag and drop questions into the order you prefer.
You can either:
Drag directly from the arrange questionnaire sidebar, or
Use the drag icon on each question to reorder by scrolling up/down.
Edit Question Labels
Click on a question to change its label (the question text).
Modify Question Type
Use the question type dropdown to change the type.
Important: If the field is connected, you cannot change the type (it’s linked to the auto-populate feature).
Understand Connected Fields
If you see a “Connected” label on a question → it’s tied to the auto-populate feature.
These fields auto-fill client profile data when tickets are converted into cases.
If there’s no “Connected” label → it’s a free question and can be edited.
Delete Questions
Click the trash icon to delete a question.
Set Required Fields
Toggle the Required switch to make a field mandatory for respondents.
Delete Entire Survey Template
To remove the whole survey template, click the Delete button.
Save Updates
Click Update to save any changes you’ve made.
Preview the Survey
Click Preview to see how the survey will appear to respondents.
Publish the Survey
Toggle Publish to make the survey available.
Published surveys appear on your organization’s landing page and in the ticket create modal survey list.
Customize After Submission Page
Use the After Submission tab to modify what respondents see after they submit the survey.
Notes
Connected fields automatically fill client profiles when tickets are converted to cases.
The survey will auto-save updates but always click Update before publishing.
Following these steps will help you create a comprehensive survey questionnaire. If you have any further questions or require assistance, please reach out to our support team.