Creating a New Survey

Note: This article describes the procedure for a Professional user. Standard users have some reduction in functionality and options.

To create a new survey:

1. If you have not already done so, log in to Authoring.
2. In the Home page left column, under Create New, click the Survey icon - , or, go to the Home > New > Survey menu command.



Figure 1 - The Create New Survey icon

The New Survey overlay opens - .



Figure 2 - The New Survey overlay

3. Type the desired name of your survey into the Survey Name field.
4. Check the boxes as appropriate:

a) to specify one question per page.

b) to enable database encryption. If your company has licensed the database encryption add-on, then when this option is checked the survey database will be encrypted. The encryption will include Response, Respondent and Hub data. Note that database encryption cannot be changed after initial launch (in either test or production mode).

c) to base the survey on an existing template (go to Creating a Survey Template for more information) [Professional users only]. If you select to base the survey on an existing template, a Find Template link appears. Click this to open a Select Template page, and select the template you wish to use.

5. Click the down-arrow beside the Survey Layout field to open the drop-down list of the survey layouts available to you, and select the Survey Layout you wish to use (go to About Survey Layouts for more information).
6. Select the survey language you wish to use. By default Authoring suggests the language selected in your User Settings, in this case English.
7. If you wish to add more languages, click the Add more languages button to open a Select Languages dialog - , select the languages you wish to use and click Use these languages to return to the New Survey overlay. Note that Standard users must have a special "Multilingual" permission to create multilingual surveys.



Figure 3 - The Select Languages dialog

8. Click Create Survey to complete the procedure.

The survey is created and the Survey Designer page for the survey opens - . If you wish to add details such as a description, additional languages and categories to your survey, go to the Survey Management > Overview menu item.

Figure 4 - The Survey Designer page

The survey now exists, and you can add the question you wish to ask your respondents. Note that Authoring has given the survey a unique Survey ID - the pxxxxxxxx number beside the survey name at the top of the Survey Tree toolbox, and also located in the bottom-left corner of the window.

Note: Click the Open in Survey Designer link to open Survey Designer in a new browser window and open the survey at the Design page. Refer to the separate Survey Designer documentation for information on this application.