Create a survey from a template or start with a blank survey.

Choose a starting point

Open Surveys and create a survey. Choose the template closest to your task, then review its questions. Templates are editable starting points; they do not restrict the survey to one question type.

Edit the questions

In Questions, use Message, Text Input, Multi choice - Single Option, Multi choice - Multiple Option, Rating or Buttons. Enter clear prompts and distinct answer choices. Review required-answer settings.

Review design and targeting

Use Design to review presentation. In Targeting, choose Show once or Show every time, a manual or event-based start, and the audience.

A configured event trigger needs a matching event from your application. Delivery priority only resolves conflicts among eligible experiences.

Test the survey

Preview every question and submit a demo response. Check the response table, then publish. Review starts, completions and responses after users begin answering.

Survey Targeting settings with frequency and delivery priority.
Survey Targeting settings with frequency and delivery priority.

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