First Steps to Create a New Survey in Zoho Survey | Online Help Guide

Create a Survey

Welcome to Zoho Survey! Survey is an easy-to-use tool that helps you create surveys and questionnaires to collect various types of data on topics like customer satisfaction, healthcare, human resources, and education. You can create your survey using any of the following options: 
  1. Create New Survey
  2. Choose From Template
  3. Copy Existing Survey
Once you create a survey from any of the above-mentioned ways, you'll be taken to the builder where you can start adding questionsapply themes, set up triggers and integrations, and other settings before you launch your survey to gather responses from customers.

Use cases:

Surveys serve various purposes. They can help you connect with potential clients, customers, employees, students, and other audiences to perform evaluations, gather feedback, and take other data-based actions. 

To create a survey from scratch:

  1. Click Create New Survey.
  2. Fill in the Survey Name field.
  3. Select the category your survey falls under in the Category Name dropdown list.
  4. Click Create. You'll go to the builder, where you can start adding questions to your survey. 


You can create a new survey from the My Surveys page, too.

Pick one of our ready-to-use templates to easily create professional-looking surveys.  

To create a survey using templates: 

  1. Click Choose From Template. The survey templates will appear on the left. 
  2. Search and pick the template you'd like to use and click the Preview button to see the template. 
  3. Click Select to select the required template. 
  4. Fill in the Survey Name field. 
  5. Click Create Survey. You'll go to the builder, where you can start adding questions to your survey.  

You can also create new surveys based on the ones that you've already made. Just tweak the questions here and there, and it's ready to go. 

To copy an existing survey:

  1. Click Copy Existing Survey. Your existing surveys will appear on the left.  
  2. Click the survey you want to copy and click the Preview button.  
  3. Click Select to use the survey. 
  4. Complete the Survey Name field. 
  5. Click Create Survey. You'll go to the builder, where you can start adding questions to your survey. 


  1. New surveys can be created by clicking the <+> button in the top left or the Create Survey button.
  1. Once the survey is published, changes to the survey page can be made and questions can be added or removed from the survey. The survey will be updated real-time.
  2. Changes to other sections, like Settings, Launch, and Hub will be applied to future responses.
  3. New Collectors can be viewed separately.


You can create unlimited surveys with a Zoho Survey Free plan.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • Introduction to Zoho Survey

                                                                                                          Zoho Survey was launched to cater to the growing needs of the survey market. Whether you're a business person, a professor, an artist, or a college student, Zoho Survey helps you communicate with a diverse audience. You can now create surveys by ...
                                                                                                        • Tagging in Zoho Survey

                                                                                                          Tags in Zoho Survey are easy to create. Tags are not just a simple category, they can be more powerful since you can add multiple tags to a single survey. You can also create tags in individual responses in the same way. You can add tags in the ...
                                                                                                        • Will survey responses automatically create new records or update existing records in Zoho CRM?

                                                                                                          This will only work if you have integrated your survey with Zoho CRM. While you integrate your survey with CRM, you need to choose a module and sync type. For example, if you select the Contacts module, it will either create a new record or update ...
                                                                                                        • SMS Distribution

                                                                                                          What is SMS survey? SMS surveys are an effective way to reach customers quickly. By sending out a survey through SMS, you get actionable feedback from respondents in real-time. You can send your surveys to your respondents’ mobile. It is one of the ...
                                                                                                        • Salesforce Integration

                                                                                                          The Zoho Survey-Salesforce integration empowers businesses to effortlessly sync survey responses, leads, and customer feedback directly into Salesforce. By bridging these platforms, users can leverage comprehensive customer insights gathered from ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources