Guide To Creating A Survey

Creating a survey using templates from XEBO.ai is very simple and efficient. Follow these steps to make a new survey.

Step 1: Creating A New Survey

To create a new survey, click on the Create Survey button on the top right corner of your account page.

Customer Experience — Customer Experience surveys allows you to understand the opinion of your customers. With a wide range of questions and logic, you can create a survey that allows you to get feedback from your customers and their experience.

Start From Scratch

After clicking on Create Survey, go to Start From Scratch. This allows you to design a survey from a scratch by adding your questions.

Once you click on the button, you would need to fill in the Survey Name and you can select the appropriate Survey Category from the wide range of options available. The Survey Categories selection allows you to categorize your survey better. In Folder option, you can select a particular folder in which you want to put your survey.

Copy Another Survey

With this option, you have the choice to use the questions from another existing survey in your library. If you wish to choose to create your new survey from another survey in your library, you would need to select the existing survey in the pop-up. Click on the survey check box and select Confirm button.

Create From Template

Get the head start by using templates available that have been designed and curated by our team of experts to provide you with the best results. Scroll down to access the different templates of the survey ready for you.

Step 2: Adding Questions To Your Survey

The next step to creating your survey is adding questions to it. If you are creating a new survey, you would get the option to add new questions. Click on the button and you choose the question type and apply the question setting.

Below you can see the type of questions offered by the platform :

If you want to add more questions to the survey, click on the blue Add Question to add more questions to your survey.

If you are using the template, you can review and edit the questions using the edit button on the right side of the question. You can change the settings of the question by clicking on the edit button and changing it. You can also delete questions that are not useful to you.

If you are making a long survey, you can break it into multiple pages by clicking on the page break option highlighted in the red box. Breaking the survey into pages allows you to organize it better, making it easier for users to fill the survey.

You can also add Page Title and Page Description to make individual blocks more informative for the users.

Step 3: Applying Logic

After you have created a survey and added questions, it’s time for you to apply logic to the survey.

These logics help you to design the survey to get more efficient and precise results.

For example, you can use Carry Forward logic to carry forward the options from a previous question to the next one or skip logic to lead users to specific questions depending on their answer to previous questions.

You can visit the Logics Overview section to check what logic type suits best for your survey.

Step 4: Customize The Design

Once your survey is ready with all the questions and logic, the next step is to make it more pleasant using the wide range of theme options to choose from. Click on the Theme button and you can choose from the pre-existing themes.

Once you have selected the theme, you can either choose the default settings of the selected theme or you can customize your theme. You can also create more themes by clicking on the New Theme button and customize it.

Step 5: Preview And Share Your Survey

Once you have fine-tuned everything, it’s time to preview the survey. To preview your survey, click on the Preview button on the top right corner of your screen. And if all seems fine then publish the survey.

To share the test link with someone, click on the share button next to the eye icon and copy the link from there and then you can share it further. Note : Test link shows the latest published version.

Once you are ready to share your survey, use the Collect Response option to share your survey.

NOTE: The number of Questions, Pages, and the number of Logics available is dependent on your subscription plan. Please contact our team if you’re looking to use additional features.