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Resources for users and administrators

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Create New Survey

  • Click the “Survey” from the left menu
  • Then click the orange “Create” button in the right corner
  • Once clicked the “Survey Builder” page will appear as shown below




  • Drag and drop form fields from the right panel 
  • User can remove, edit and Copy the form fields 
  • After saving the survey the “Survey Settings” page will appear. 




  • Fill out the page by entering: 
  • Survey Title 
  • Email Subject 
  • Email Body 
  • After putting all the required information correctly and clicking the “Create” button, new Survey will be created and go into the Survey List 
  • User can go to Workflow to initiate Survey. Form Workflow – Select from Action -> Survey -> Select target -> Select survey from drop down

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