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How to Create and Export a Survey

This visual article explains how to create and export a survey step-by-step.

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Written by Rawan Mhanna
Updated over a week ago

How to Create a Survey

  1. Go to "Reports & Forms" in the left side menu

2. Select "Surveys"

3. Click on "New Survey" to Create one

4. Add the Survey Title

5. Choose the Recipient

6. Add a Description for the Survey

7. Choose the recurrence of the Survey from: "One Time, Daily, Weekly, or Monthly"

8. Add the Start & End Date

9. Choose whether You want the Survey to be Sent During Check in or at a Selected Time

10. Tag the Checkbox if you Want to Share it with Parents too

11. You can Also Make the Survey Anonymous

12. Add your Question in the Question Field

13. You can choose Multiple Choice as a type of Question
Multiple Choice Allows you to:
Add your choices
Make the question required to answer
Notify you as an admin if a certain answer was chosen

14. You can choose Checkboxes as a type of Question
Checkboxes Allows you to:
Add your choices
Make the question required to answer
Notify you as an admin if a certain answer was chosen

15. You can choose Text Area as a type of Question
Text Area Allows you only to:
Make the question required to answer

16. You can add more questions by clicking on Add Question

17. Click on "Save Changes" once you finalize the survey creation

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