Creating Surveys

In this article:

• Getting Started video.
• Start a survey and add your questions → in 5 ways:
1. Create from a template.
2. Enter from scratch.
3. Select from the Popular questions library.
4. Recycle from your My questions archive.
5. Use AI Recommended Questions.
• How to finish up your questions — selecting formats and customizing.
• Managing your survey cards: Published, Drafts, Closed

Suggested next article: Editing Surveys and Managing Surveys.

Getting Started video 

Have 5 minutes? 

This video sprints through the basics → from creating to distributing your first survey!

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Start a survey and add your questions → in 5 ways

Once you start creating Delighted Surveys, you won't be able to stop!  

To create a survey:

1

Click the My surveys button → and open the My surveys index (which categorizes your "Published," 'Drafts," and "Closed" surveys)

2

Click Create survey

3

Add questions in any of 5 ways

	Add your questions from . . .
1	A template	Quick steps: Pick Create from template  → scroll the categories → pick a template → click Use template! (Learn more in Creating Surveys from Templates — Best Practice)
2	Scratch	Quick steps: Type a question → click Next (or pick from the suggestions list)
3	The Popular library	Quick steps: Select Recommended Questions → pick Popular → choose a category → and select a question
4	The My questions list	Quick steps: Click Recommended Questions → My questions → and recycle a question from your account's archive
5	AI Recommended Questions	Quick steps: AI needs 2 questions to establish context — then, the AI Recommended button lights up. Click to view 3 AI Recommended Questions at every try. (Learn more in AI Recommended Questions — Best Practice)

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How to finish up your questions — selecting formats and customizing

After entering a question, click the response format that best fits your question from these four generic types: 

1. Multiple choice
2. Text
3. Numeric scale
4. Graphic scale

Craft dozens of question types from the four basic options, adapting them to any survey method you have in mind.

Question variations in the dozens!

Customizing your question

Each question type has a unique design with customization options to match. In this example, we’ll demonstrate a Customer Satisfaction (CSAT) question with a 5-point Numeric scale and matching labels.

To customize a CSAT 5-point scale with labels:

1

Click 1 → then click 5 to set the scale

2

Enter a low-scale choice label → like “Extremely dissatisfied”

3

Enter a high-scale choice label → like “Extremely satisfied”

4

Click Save question

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1. Create from a template

Create compelling surveys effortlessly with Surveys' templates — your shortcut to insightful questionnaires. (Use the other four methods to add new questions to your template: from scratch, the Popular list, your My questions archive, and especially from the AI Recommended suggestions.)

To select a template:

1

Open your My surveys index → and pick Create survey

2

Select Create from template

3

Scroll through "All" of the choices → or select a category (ex. "Marketing") to narrow down the choices

4

Click on a likely-looking suspect → (ex. "Online Shopping Survey")

Preview, use, or search again!

Click any template and you'll pop immediately to the Survey editing page where you can: A) "Preview" your survey, B) decide to "Use" the template, or C) go "Back" to the templates selection page and try again.

5

When you're ready → click Use template

6

Learn more about Surveys' templates in Creating Surveys from Templates — Best Practice in this Help Center, including how to: 

Tailor and customize your templated survey

Publish your templated survey

Copy and distribute your survey link

Enhance your templates with logic and AI

Craft your template into a more discerning questionnaire by:

• Adding insightful questions and replacing old ones with AI Recommended Questions
• Applying logic to branch, filter, and segment responses — revealing deeper understandings from the data

Learn more in:

• Adding Logic to Questions
• AI Recommended Questions — Best Practice
• Use Cases: Building Surveys with Templates, Logic and AI

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2. Enter from scratch

To add questions to Surveys from scratch:

1

Enter a question → (ex. “How satisfied are you with your purchase?”)

2

Click Next

About the autofill list

As you begin typing, a list of suggestions will appear. If you see a question you like, select it from the autofill list.

3

Jump to "How to finish up your questions" and learn to:

• Select a response format → 
• Adjust your question settings → 
• Click Save question

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3. Select from the Popular questions library

The Popular questions library has been carefully curated by the Delighted team to adhere to recognized methods, frequently applied questions, and best practices. While each certified question has been predesigned to save you a bit of time, don’t hesitate to edit the questions and align them tightly to your research goals.

The questions are split into five categories:

Below is an example of a Popular — Net Promoter Score (NPS) — product loyalty question with it's iconic 11-point scale. 

Watch how quickly the question comes together!

1

Click Add another question → from the survey editing page

2

Select Recommended Questions

3

Pick a Popular category → (ex. Product)

4

Choose a question → (ex. “How likely are you to recommend our product/service to a friend?”)

5

Edit the question as needed → (ex. deleting “/service” to create a product specific question)

6

Jump to "How to finish up your questions" and learn to:

• Select a response format → 
• Adjust your question settings → 
• Click Save question

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4. Recycle from your My questions archive

The My questions archive lets you reuse questions that have worked well in your previous surveys. After selecting a question from the list, make edits and fine-tune to fit the situation. (The questions are from published surveys located in your company's account.)

To reuse a question:

1

Click Add another question → from your survey's editing page

2

Pick Recommended Questions

3

Select My Questions

4

Choose one of your previously used questions → and make any necessary edits

5

Jump to "How to finish up your questions" and learn to:

• Select a response format → 
• Adjust your question settings → 
• Click Save question

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5. Use AI Recommended Questions

Stuck for an idea?

Delighted's AI Recommended Questions can help refine your follow-up questions — offering you three, on-point alternatives at every go. 

AI needs a hint! 

AI requires 2 questions to establish the target audience and your survey's purpose. This bit of information is enough for AI to generate relevant follow-up questions — after which the AI Recommended button lights up everywhere!  

a. In the Question library

b. When entering a new question

c. On the Survey editing page

Nearly every Surveys' template has 2 or more questions, so you're good to go to AI for suggestions!  

However, if you are starting from scratch, you'll need to create 2 questions first. For example:

Ditch writer's block with AI Recommended Questions! 

Don't feel locked into your initial questions. Simply start with any two questions, then let AI start brainstorming.

Don't worry, you can swap in AI ideas and ditch your original questions anytime. (Visit Editing Surveys to learn more.)

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Managing your survey cards: Published, Drafts, Closed

Surveys are so easy to create that you won't be able to stop! Fortunately, it’s just as easy to keep them organized!

Categorize your Surveys by these three stages:

Click on any card to reopen that survey. 

Clicking a "Closed" survey simply zaps you back to whatever state the survey was in when you closed it. 

However, "Published" and "Draft" survey cards open to different places:

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