Having a clear goal and specific objectives is really important to deliver a successful survey project. Learn more about survey goals here. Beyond the goal and objectives, the key steps in a survey project are:

  1. Design a survey template
  2. Create and launch a project
  3. Distribute surveys and follow up
  4. Analyze and share results

See our Survey Guide for a detailed, step by step guide to a successful survey project.

STEP 1: Design a Survey Template

There are various ways to create a survey template. You can install a survey template from our Survey Library or design your own survey from scratch. You can also go ahead and copy a survey template with a click. Then edit away. Or, download a template from the Survey Library and edit it.

STEP 2: Create and Launch a Survey Project

Add the survey template to a project and launch it. After launching a project you can customise the presentation, add participants, deploy surveys, and analyze and share results.

During launch, the survey template will be copied into the project. Editing the survey template will not change the survey in a launched project. You will need to relaunch the project if you wish to change the survey. This is to avoid accidentally changing a live survey.

STEP 3: Distribute Surveys

There are various ways to distribute surveys - by email, on websites or Intranets, social media and via auto-responders.

If you know the names and email addresses

When you know the names and email addresses of the people you would like to complete the survey, you can add them to the project as participants and send personalised links and invitations. 

Don't have email addresses! Or, want to distribute to a wide audience?

Create a Group Link that can be shared. Multiple surveys can be completed from the one link. The link allows a person to register in a project either anonymously or with their personal details. 

STEP 4: Analyze and Share Results

Reports are created instantly in projects. You don't need to export results. Click here to view a sample report. You have complete flexibility to customize your reports.


A Report is customised view of the survey results. A Report can contain all the survey results or selected/filtered views of the survey results. Reports can be designed to present and share results with different audiences.

The Report Layout can be customized easily. Options include filtering results, changing the chart types and colours, hiding or showing specific questions and responses (or elements like additional comments, response rates, themes and more) and adding key messages or recommendations. Reports can be saved and copied along with analysis without losing the work performed.

Sharing Reports

The Report Shares feature provides an easy way to share and present survey results to different audiences. You can create a comprehensive presentation with easy navigation menus, and choose which Reports to share. Report Shares can be open to the public or password protected. Additionally, if selected, there are flexible options to allow report viewers to filter results.

If you need help, please let us know.