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

Create a Survey

Zoho Survey provides a user-friendly interface for creating customized surveys to help you start gathering customer feedback right away.

There are four ways to create surveys:

  1. Create survey from scratch
  2. Using templates
  3. Copy from existing survey
  4. Import survey

Create survey from scratch

  1. Click Create New Survey.
  2. Fill in the Survey name field.
  3. Select the category your survey fall under in the Category Name dropdown list.
  4. Click Create Survey. You'll go to the builder, where you can start adding questions to your survey.Create blank survey
You can create a new survey from the My Surveys page, too.
Create online surveys

Create survey using templates  

Zoho Survey offers over 250+ templates in 10 categories. You can use these predefined templates to build your survey. Follow the steps to create a survey using templates.

  1. Click on Create Survey and select Choose from Template.

  1. Select a template from the list of templates in the left pane.

  2. Once the template is chosen, click SELECT.

  3. Give your survey a name and click CREATE. You can also add tags while creating the survey.

 

Copy existing surveys

You can create surveys by copying from existing surveys. To do that,

  1. Click on Create Survey and choose Copy Existing Survey.

  1. Choose the survey that has to be created again.

  2. Give your survey a name and click CREATE. You can also add tags while creating the survey.

Import Survey

Use cases:

Consider an example of a course feedback survey, where you have all the questions documented in your files. You can convert such files to surveys using this Import Survey feature.

Import surveys from other sources like .doc, .docx, and .txt formats. You can also paste questions in the Quick Editor.

How to import surveys

  1. Click on Create survey and choose Import Survey.

  2. Choose to import a survey from files in formats likes .doc, .docx, .txt or copy questions and paste them in the Quick Editor.

  1. Using import: If you have survey questions as documents on your desktop or in your cloud, you can directly add them to Zoho Survey using Import Document. Click on How to Format to see how the questions should be arranged in the document.

 

 

 


    Access your files securely from anywhere

      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






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                                                                                  Resources

                                                                                                                  Videos

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



                                                                                                                  eBooks

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



                                                                                                                  Webinars

                                                                                                                  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