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How do I create a survey?

Build a survey from scratch in the dashboard - add a title, description, questions and answer options, then publish.

For: Owners, and admins whose role includes Intelligence edit access

Use Surveys to ask your team a question, like which dates work for an event, and collect their answers in one place. Build the survey here first, then attach it to a send or campaign.

  1. Open Surveys. In the left sidebar, click Attachments, then Surveys. Click Create Survey.

  2. Start from scratch. Click Start from scratch. To use a pre-built survey with built-in analytics instead, click Use template.

  3. Add a title and description. Enter a Survey Title and a Survey Description. Members see both, so the description is a good place to explain why you're asking and mention any points they'll earn.

  4. Add your question and options. Drag a question type (for example, Multiple Choice) from the Question Types list into the Questions area, type your question, then click the + next to Options to add each answer choice.

  5. Publish. Click Publish Survey in the top right.

Can I save a survey as a draft?

No. The only way to save is Publish Survey, so finish building before you leave the page. Questions are marked Required by default; click Required on a question to turn that off.

Why don't I see the Create Survey button?

Your role needs Intelligence edit access. Ask an Owner to grant it, or to assign you a role that includes it.

Related

To reward members for completing a survey, see "How do I reward employees for completing a survey?" To see the answers, see "How do I review survey results?"

Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).

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