Creating surveys through Zoho Survey

Topics covered in this article

This article explains to create surveys using Zoho Survey.

Who is this article for?

Everyone within the organization.

Prerequisites

Before proceeding, ensure you:

1. Have access in your computer or phone, to Zoho Survey

Survey interface

As soon as you access the application, to the center you will see all existent surveys [1]. To the left, you have access to create a new survey and a summary of your surveys [2]:

To edit, clone, preview, publish or delete a survey, you can use the options located to the right of it's name:

Create a survey

To create a new survey, click on the "Create survey" button to the left:

Enter the name and category and clic on "Create":

Now, you will have an empty canvas you can use to add elements. There are a lot of possible types of questions to be used when building a survey. You can check them to the left of the page:

Double click or drag and drop a question type into the canvas:

Enter all required information like question, answers, if it's mandatory, choices and so on:

Remember: you can change the format of the text, insert images, links and other elements using the controls:

 

You can use the "Advanced options" to change things like the number of columns, change the order of choices, mark choices as exclusive, prepopulate answers, among others:

Display logic and answer display logic

The "Display logic" and "Answer display logic" menus help you configure advanced logic for the question. Let's say for example that you want you have a "How was the service?" question. If the customer answers "bad" you would like to enable another question requesting for more information. This could be done by using the "Display logic" option. To do this, we will create a new question and configure it's values accordingly in the "Display logic" tab:

In this example, the second question is going to be displayed when "How was the service?"  is answered as "Bad". You can add options to hide a question when certain criteria is met or to always / never show.

The "Answer display logic" allows you to define when a questions answer is going to be shown. Let's say you want to have a "Would you recommend us?" question but, if the customer rated the service as "Bad" then you only want it to display two possible answers: "No" or "Not sure". To achieve this, in the "Answer display logic" tab specify the "Display these choices only if a certain condition is met" [1] and select the two desire choices [2]. Then, in the condition [3], select that this will happen when the "How was the service?" question is answered with a "Bad" value:

Click "Save" when the question is completed. Add all the questions needed. Zoho Survey offers a lot of types to complete your form. 

You can click on the "Untitled" area to change the name of the page:

Change survey settings

There are several settings you can change to configure how the survey looks, the information it has, the language, etc. To check them, click the "Settings" tab:

To the left, you can see available options:

1. Header: upload a logo for the survey and change the survey's name
   
2. Footer: add custom text to the footer of the survey
   
3. Preferences: allows you to set up a progress bar, show question numbers, enable CAPTCHA, rename button field labels, and other settings
   
4. Language: specify a language for the survey and it's responses
   
5. Introduction page: create a welcome page for your survey
   
6. Terms and conditions: add terms and conditions for the survey
7. Timer: set up minimum and maximum duration for a survey or it's pages
   
8. Save and continue later: allows you to configure the option for a person to save their progress and continue the survey later and, also, if a survey can be modified after sent
   
9. Quota: specify quotas for the survey
   
10. Document merge: make formatted documents (like business proposals, acknowledgements, and certificates) based on survey responses
    
11. Survey end page: let's you send respondents to a new page, or display a custom message, their own responses, among other options
    

Change appearance and publish

Use the "Themes" section to change the theme of your survey:

Click the "Preview" button to check your survey before publishing it:

Once ready, click the "Launch" menu to publish and share it:

Next steps

Now that you know how Zoho Survey works, you can install the app in your iPhone or android phone. 

Additional resources

Check the Creating forms through Zoho Forms article to see how to create forms.

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