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How To Create and Manage your Own Survey

This guide covers the step-by-step process for setting up a survey and sharing it with your audience.

Sophie Ritter avatar
Written by Sophie Ritter
Updated over a month ago

With a survey, you can easily ask your employees for input and feedback.

Some common examples of useful surveys:

  • What are your opinions on our last news publication?

  • Monthly feedback round

  • Was this new publication relevant for you?

You have the option to directly link a survey to your news publication.

Building your own survey: Go to surveys -> create a survey (top right hand corner):

Organizing Questions in the Survey Builder

When building your survey in Spencer, you can easily organize questions and elements.

Question Type

Purpose

Options/Behavior

Use Cases/Examples

1. Text Question

Collect textual input

- Is Text Area: Expands for longer responses.
- Max Characters: Set a character limit.

- Short responses like name, remarks, or general comments.

2. Numeric Question

Gather numbers or ratings

- Min/Max Values: Set a numeric range.
- Multiple: Set increments (e.g., multiples of 5).

- Simple Numeric: “How many apps do you have?”
- Scale Numeric: “Rate your satisfaction 1-10.”

3. Single Selection Question

Select one option from a list

- If more than 5 options, switches to dropdown.
- Add Options: Enter options or click the + button.

- Choose one option (e.g., “What is your favorite color?”).

4. Multi-Selection Question

Select multiple options from a list

- Add Options: Same as single selection.

- Select multiple preferences (e.g., “Which fruits do you like?”).

5. Yes/No Question

Binary choice (Yes or No)

- Translated to the respondent's preferred language automatically.

- “Do you agree with this statement?”
- “Have you traveled abroad?”

6. Date Question

Collect a specific date

- Min/Max Date Range: Set a date range.

- “What is your date of birth?”
- “When did you start using this service?”

7. Image/File Upload Question

Allow file or image upload

- Respondents can upload from their device or take a new picture using their camera.
- Note: Cannot ask for predefined image selection (e.g., logo).

- Upload a picture or document (e.g., “Upload a photo of your ID” or “Submit your resume”).

To swap questions between pages or reorder them:

  1. Click the 3-line (burger) icon next to the question you want to move.

  2. Drag the question to a new position on the page or to a different page.

This feature helps you customize your survey structure effortlessly.

An example survey with true or false question and a text field option:

Tips for Effective Survey

  • Keep Questions Clear & Concise: Ensure that your questions are straightforward and easy to understand.

  • Use Appropriate Question Types: Choose the right question type based on the kind of data you want to collect (text, numbers, yes/no, etc.).

  • Test Your Survey: Always preview your survey before publishing to ensure it looks and functions as expected.

We've also included a short video showing you how to set up a survey.

Attachment icon
How to create a survey.mp4
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