Creating a Survey

Get the steps to create a new Survey.

The Create Survey feature in BDB Survey enables users to design and develop questionnaires quickly and efficiently. It supports building surveys from scratch or using templates, allowing users to create structured and effective surveys for data collection and analysis

Initiate with Survey Creation

1. Navigate to the Survey landing page.

2. Click the Create Survey option.

• A new page opens with two options to begin survey creation:

• Create New Survey: Start a survey from scratch.

• Create a New Survey from a Template: Use a predefined template to quickly create a survey.

Note: The subsequent page layout and options depend on the choice made (new survey or template).

Creating a New Survey

After selecting Create Survey, users can start a new survey from scratch by providing the basic survey details.

Steps to Create a New Survey

1. Click the Create New Survey option.

2. Fill in the following fields:

   • Survey Title: Enter the name of the survey.

   • Survey Description: Provide a brief description of the survey’s purpose.

   • Welcome Message: Enter a message that will be shown to respondents when they open the survey.

3. Click Save.

• A new page opens to design the questionnaire for the survey you have created.

• The page displays a menu row, with the Questions tab open by default.

• The newly created survey is added to the Survey List on the Survey Landing page.

Notes:

• The Survey Title should be clear and descriptive to help identify the survey.

• The Welcome Message appears when respondents first access the survey.

• After saving, you can immediately begin adding questions and pages to the survey.

Creating a New Survey Using a Template

Users can create a new survey quickly by using predefined templates, allowing them to leverage existing survey structures and questions.

Steps to Create a Survey from a Template

1. Navigate to the Survey Templates page.

2. Select Create New Survey from Template.

3. Click a Survey Template Category to view available templates.

4. Review the listed templates with the following options:

   • Preview: View the survey template before selection.

   • Use This Template: Select a template to create a new survey.

5. Click Use This Template.

Result

• The user is redirected to the survey design page.

• Modify survey information or the questionnaire as needed.

• Click Save to save the newly created survey.

Notes:

• The new survey created from a template is added to the Survey List on the Survey Landing page.

• Surveys created via template or from scratch appear in the same Survey List for easy access and management.

• Templates help speed up survey creation while maintaining consistent structure and question formats.

Creating a New Survey Using a Template

Users can create a new survey quickly by using predefined templates, allowing them to leverage existing survey structures and questions.

Steps to Create a Survey from a Template

1. Navigate to the Survey Templates page.

2. Select Create New Survey from Template.

3. Click a Survey Template Category to view available templates.

4. Review the listed templates with the following options:

   • Preview: View the survey template before selection.

   • Use This Template: Select a template to create a new survey.

5. Click Use This Template.

• The user is redirected to the survey design page.

• Modify survey information or the questionnaire as needed.

• Click Save to save the newly created survey.

Notes:

• The new survey created from a template is added to the Survey List on the Survey Landing page.

• Surveys created via template or from scratch appear in the same Survey List for easy access and management.

• Templates help speed up survey creation while maintaining a consistent structure and question format