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. 

Note

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. 
      

Behaviours: 

  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.

Access:

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


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