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Knowledge Base Home aero-right Surveys & Polls aero-right How to Create a Survey

How to Create a Survey

Surveys & Polls Updated on November 17, 2022

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

  • By default, before a person completes a survey, they must add an email address to submit the survey. 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.

How to create a survey

  1. Log in to your Benchmark account.
  2. From the left navigation, click on Contacts.
  3. Under the Contacts menu, select the Survey option.
  4. Click on the Create New Survey option.
  1. On the Create New Survey page, you can either choose a Blank Survey or select from the available templates. Selecting Create New Survey gives you six options:
    • Blank Survey, Services Provided, Event Participations, Company Satisfaction, Website Survey, and In-Store Purchase.
    • The following instructions are based on the Blank Survey. The Blank Survey creates a new survey from scratch.
  2. Select Blank Survey and click Next at the bottom of the page.

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Step 1 Adding questions to the survey

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:

  • One-Line the participant will answer with a line they write themselves.
  • Radio the participant can choose one answer from a selection of bubbles. You can add or remove answers; the maximum number of answers is 10.
  • Check like Radio, except this allows multiple answer boxes to be checked; the maximum number of answers is 10.
  • Dropdown a dropdown menu provides the answers to the question; the maximum number of answers is 10.
  • Descriptive Text provides a larger area for the respondent to write out their own answer.
  • Multiple Choice multiple answers are shown at once; the maximum number of answers is 10.

Click Save & Add Another to add more questions. Selecting Save & Close will take you to the next screen.

Here is an example of the multiple styles of answers:

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.

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Required Questions


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.

To make a question required:

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.

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Step 2 Survey Details

Now you are on Step 2, the Details screen:

  • The Survey Name identifies your survey in the dashboard; your survey participants will not see this.
  • The Survey Title is a required field and does appear to your recipients and on your website should you post it online.
  • The Intro Message (optional) appears beneath the title of the survey.
  • Post-Survey URL is a landing page that displays to survey participants upon survey completion. If a custom URL is not added, then a default message is provided. The default message cannot be edited.
  • The Logo (optional) allows you to upload your company logo by clicking Upload to search in your files or Select from Image Gallery to search for a logo saved on your Benchmark Image Gallery (recommended size: 150 x 70 pixels).

Click Save & Next when done.

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Step 3 Survey Design

Now in Step 3, the Design page.

Choose the Logo option to align the logo.

In the Header option, you can do the following:

  • Change the background color of your header.
  • Change the title text color, font, size, and alignment.

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.

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To edit a previously saved survey:

  1. Click on Contacts from the home dashboard, and select Surveys.
  2. Locate the inactive survey you want to edit and click on its name.
  3. The survey checklist will be displayed; select the step where you want to continue editing.


To learn more about other survey topics, select one of the help articles below.

How to Activate and Share a Survey

Survey Reports 

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If you have any questions, please contact our support team.