1. Click the "Surveys" tab on the left
Click on the Create new survey at the upper left corner of the page
2. Name your survey
Start creating the survey by giving it a name and then clicking "SAVE". You can change the name afterwards.
3. Choose your languages
You can decide how many languages you want to publish your survey in. The language can be toggled by the user in most feedback channels, but in the web plugin Feedback channel, Feedbackly decides which language to show based on the user's browser language.
Feedbackly supports up to 14 languages per survey
A "!" next to a flag means that the translations for this language are missing. You will be unable to continue to the next step until something is added.
The system also shows the text of the primary language to be translated in each question as shown below.
4. Add questions to your survey
You can choose from 8 different question types, and you can also change the order of the questions later. Check out this article for information about different question types and their features.
5. Add 'Survey Logic' (if desired and if included in your plan)
Each question and response option has a dropdown that lets you choose a question that the respondent will skip to if that option is selected. Meaning that the next question in your survey can change depending on the response given to the previous question. This is useful for segmenting customers and allowing them to bypass any redundant questions by skipping ahead to the desired point.
This logic can go as deep as you'd like and there are no limitations to the customization you can add to your surveys in this regard.
6. Check additional settings
Once you have created your survey questions, you have a few more settings you can modify by clicking the settings button on the top right of the survey editor.
Question timeout:
If you are planning to show your survey on an iPad, you can choose how many seconds it takes until the question times out and the survey begins from the start. This is useful for respondents who answer only some of the questions and don't make it to the end.
Final screen timeout
When a respondent completes your survey, change how long the final screen message is displayed until the survey resets for a new respondent.
Redirect:
You can also choose a web address where the respondent will be redirected after the survey has been answered.
7. Preview and test
Once you have created your questions, preview your survey. Here you can see how the survey looks in different channels and test it by clicking the questions.
8. Choose channels
If you are happy with the preview of your survey, it's time to select the channels. A channel is how your survey is distributed (kiosk, web, e-mail etc.).
You can use an existing channel or create a new channel. You can also push your survey to multiple channels at once.
(Note that you can have only one survey active per channel.)
(9. Email & SMS Settings)
If you have chosen to distribute your survey via email or SMS, you need to do some additional setup. If you are publishing the survey in other channels (not email or SMS), these options will not be visible and you can go to the next step.
You have two options:
1. Send embedded survey emails from the Feedbackly email creator
2. Copy the link to your survey in your own email client
Add sender name, e-mail, title and subject line. The survey will be embedded in the email and the recipient can answer the first question directly from the email by clicking on one of the options. Once they click on one of the responses, they are redirected to the survey on question 2 (because they already answered question 1 within the email).
SMS
You can send SMS surveys directly from Feedbackly or just add the survey link to your system. See our pricing and some SMS limitations
Choose sender name, message text and the place of the link. Note that before sending you have to add SMS credits to your account with the "TOP UP" button at the bottom of the screen.
10. Publish Settings
Next you'll be instructed on how to share or distribute the survey in the channels you have chosen earlier. If you are only distributing your survey via a link, you are ready to go but if you have chosen e-mail, sms, web plugin or kiosk device, you can see instructions on how to add the recipients or add the survey to your ipad or website.
11. Review and publish
The last step is to review your settings and send or schedule the survey!