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From Zero to Insights
Build, publish, distribute, and analyze surveys step by step
Everything you need to go from a blank form to a published survey with collected responses — in six clear steps.
A survey moves through six stages: start → build → preview → publish → distribute → analyze. Work through them in order the first time; after that, jump straight to whatever you need.
Step 1
Begin from a blank form or pick a starter template. Templates pre-fill fields for common needs (onboarding, engagement, feedback) so you can adapt rather than start from zero.
Step 2
Add fields from 28 types — short text, rating, Likert, NPS, matrix grids, signature, ranked choice, and more. Drag to reorder, group fields into sections, and add visibility logic so questions appear only when relevant.
Step 3
See exactly what members will see. Preview the form end to end, check required fields and logic flow, and use the sample-answer toggle to picture a completed response.
Step 4
Setting a survey active makes it available to members and starts collecting responses. You can set a close date so it stops accepting submissions automatically.
Step 5
Share a survey beyond the in-app list. Generate a public link or QR code, embed it on a site, or set up a recurring schedule that automatically sends to a targeted audience on a cadence.
Step 6
As responses arrive, the analytics view summarizes each field — averages for ratings, top choices for selects, themes for free text. Drill into individual responses, compare across versions, and export when you need to share.
Open Surveys, click Create Survey (or start from a template), build your fields in the editor, preview, then set the survey active to publish it. Share it via the in-app list, a public link, QR code, embed, or a recurring schedule.
Yes. Surveys support anonymous responses with audit guarantees, so members can share candid feedback without their identity being tied to their answers.
Editing an active survey is intentionally limited to protect the integrity of responses already collected. For structural changes, duplicate the survey and publish a new version.
From the responses view you can export to CSV for spreadsheets or generate a PDF report. You can also drill into individual responses and compare results across versions.
Start from a template or a blank form — you'll have responses coming in within minutes.