Knowledge Base Home Surveys & Polls How to Create a Survey
Using surveys is one of the best practices to collect data from your readers. Benchmark Surveys will allow you to build versatile questionnaires and share them with your contacts in minutes. Get the feedback you need by designing surveys from scratch or using our templates.
This Survey feature is only available in Pro and Enterprise plans, as well as any legacy plans.
Topics covered in this article
Things to know before getting started
A popup will appear asking you to add a Question, Type of Answer, and an option to make a question required.
Type the question you wish your respondents to answer.
There are multiple styles of question. Choose based on your aesthetic preference:
Click Save & Add Another to add more questions. Selecting Save & Close will take you to the next screen.
An email address field is required in all surveys. If you’d like to have an anonymous survey, you can contact our support team to remove the email address requirement. However, removing the required email also removes it for all other Active and future surveys.
If the email field is removed, there is no way to see who completed the survey.
When you are done adding your questions, you’ll be prompted to the Survey Questions page, where you can review the type of the questions, the type of answers; you can edit the questions or delete them. Click Save & Next when you are ready to move to the next step.
By default, all questions in surveys are set as optional; however, if you need questions to be mandatory, there is an option to make them Required.
When a question is required, a red asterisk* will appear to the left of the question. The survey cannot be submitted unless all of the required questions are answered.
While adding or editing questions, toggle the Required option from grey to blue. Find this option behind the question box. Make sure to click Save once you are finished.
Now you are on Step 2, the Details screen:
Click Save & Next when done.
Now in Step 3, the Design page.
Choose the Logo option to align the logo.
In the Header option, you can do the following:
In the Body, you can edit the intro text, questions, and answers format.
Change the body’s background color in the Answers section,
Change the survey’s button text in the Answers section (e.g., “Click Here!” “Finish Survey,” etc.)
When you are done customizing the survey, you can click Save & Finish to finish creating your survey, or if you want to continue editing your survey later, click on Save; this will save the survey as inactive.
To exit the survey creation process, go to the steps menu and click on Exit Process.
To learn more about other survey topics, select one of the help articles below.
How to Activate and Share a Survey
If you have any questions, please contact our support team.