Create a survey — Reports, goals and surveys

Prepare a survey's subject, descriptions, participation settings and ordered questions before distribution.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open Surveys and choose New survey.
2. Enter Subject, the public survey description and the separate email description.
3. Set From name and the optional completion Redirect URL. Review Disabled and Only for logged-in participants.
4. Submit the survey details, then use its Questions area to add the supported question types.
5. Set each question's text, answer choices and Required state as applicable; arrange the question order and preview participation before distribution.

Check the result

• The preview shows the intended descriptions, question order and required answers. Creating a survey does not send it to a mailing list.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance