How to create a survey with SurveyMonkey

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Chrystal Powers
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1 How to create a survey with SurveyMonkey

2 Click the green +Create Survey button from the My Surveys page or from the top-right corner from wherever you are on the Survey Monkey website.

3 You will see 3 options: Create a new survey allows you to start a survey from scratch. Type the name of your survey in the Title box. If you would like to select a Category for your survey, select one from this box. To copy the style of a previous survey, select the Copy an existing survey button. Once this button is selected, it will give you three choices: Copy, Title, and Nickname. To use a Survey Monkey template, select the Use an expert survey template button. Once the choices have been made, select the Continue button.

4 To change the color, or theme of your survey, click on the drop down list of options. Feel free to click on each one to see what colors there are to choose from. The Create Custom Theme button next to the drop down box allows you to create your own theme. Feel free to click on each one to see what colors there are to choose from.

5 The title of your survey will appear here. To change or edit the title of your survey, click the Edit Title button and the Edit Survey Title box will appear. You will see the Title Box where you can type or retype the Title of your survey. There will also be a Nickname option, this is optional. The Category drop-down box is also optional.

6 To add a Logo, select the +Add Logo button and the Add Logo box will appear. This will allow you upload a logo or image. Once your logo or image has uploaded it will appear below the Browse button. Under the uploaded image, there is a Logo Size drop-down box where you can choose the size of your logo. You can keep your logo at the actual size, or you can choose to make it small (100 px), medium (200px), or large (300px). You ll see the size of your logo change sizes each time you select a size. If you want to add a Logo Description, there is a space for you type that in. Once the logo looks the way you want, click Save.

7 Once you have given your survey a title and a logo, an Edit Layout button will appear. If you click this button, an Edit Title & Logo Layout box will appear. You ll see 3 drop-down boxes: The Alignment box aligns the Title and Logo to the Left or to the center. Clicking each choice, will move the Title and Logo to the Left or Center. The Position box moves your Logo above the Title, below the Title, or will align the Title and Logo side-by-side. Clicking on each choice will show a preview of how it will look on your survey. The Logo Size button will allow you to choose the size of your logo. Once you are satisfied with the layout, click the Save button and it will take you back to the front end of your survey.

8 Click the +Add Question button to add your question.

9 The black, upside down triangle, is a dropdown menu with the following choices: Add Question, Add Image, Add Text, and Add Random Assignment. If you have a question about how each one works, click the grey question (?) mark button beside each choice and it will give you a description. Clicking on the +Add Question area of the button will take you directly to the Question box on the next page.

10 Type your question in the box labeled, Question Text.

11 Depending on the type of answers you are seeking, choose your question type from the Question Type box. The Question Type dropdown box will offer several choices to choose from. Here is a description of just a few of your options Multiple Choice (Only one answer): allows you to type several answers and your respondents to choose only one answer to your question. Multiple Choice (Multiple answers): allows you to type several answers and your respondents to choose more than one answer to your question. Comment/Essay Box: allows your respondents to type their own answer to your question and gives them the space they need to do so. Ranking Scale: allows you to type more than one answer. A drop-down list will appear on the front end of your survey, beside each answer, that allows your respondents to rank your answers. Rating Scale: the respondent selects a single rating for your question along an equally spaced continuum of possible choices. Descriptive Text: allows you to type instructions or a statement that doesn t need to be answered. For Election Surveys, the Multiple Choice options are the ones used most often.

12 The Question Type you choose will bring up your Answer Options--a box that will appear below the Question Type box. Type the possible answers in the box labeled, Answer Choices Feel free to click on each Question Type choice to see what each one will allow you to do!

13 To add an option for a Write-in Candidate, check the Add Other or a comment field box. The Field Label box allows you to leave what is already typed in the box, or you can type what you wish, for example, Write-in Candidate.

14 The Field Size box is a drop-down menu box where you select whether you want to give your respondents a single line or a paragraph to type their answer in. Depending on which one you choose, it will bring up additional drop-down menus for you to choose more options. For a Write-in Candidate, single line of text and 50 characters wide is usually chosen. The Validation box can be left alone if you want. To make the Write-in Candidate an answer choice, make sure to click Make this an answer choice. This will then show up as an answer choice in the front end of your survey. You ll notice a box that states, When the Field I left blank, display this error message. There is already a statement typed in the box. The statement is what will appear if the respondent selects the Write-in Candidate but doesn t type anything in the box. The statement can be left as is, or you can delete the statement and type your own statement.

15 If you want to require your respondents to answer a question in your survey you can check the Require an answer to this question box. You ll need to check this box for each question if you want all questions answered.

16 If you have a Multiple Choice (Multiple Answers) question type, when you check the Require an answer to this question box, you will see an additional option: Respondent must answer. Respondent must answer gives the option to choose how many answers must be chosen before going on to the next question. For example, if there are 3 positions open for the Nominating Committee; you can require the respondent to choose 5 answers for that question before going on to answer the next question. If the question is not answered, an error message will appear by the question when the respondent tries to go to the next question. You can either leave the statement that already appears in the When this question is not answered, display this error message box, or you change it to say whatever you wish, for example, Please select 3 candidates. Once your question and answers are the way you want, click Save & Close You will be directed to the front end of your survey and you will see how your question and answers appear. If it looks the way you want, click the +Add Question button to add another question, if not, the Edit Question button will allow you to edit your question &/or answers.

17 Your survey will look like this in the front end

18 The * you see beside the numbered questions means answering the question by respondents is required. If an answer is not required, the * will not appear.

19 There are Survey Options you can choose from to add the finishing touches to your survey. Survey Options appears on the left side of the web page with other menu options.

20 Under Required Question Highlight, select Do not highlight required questions. Once you have selected the options wanted, click the Save Changes button. This will take you back to the front end of your survey. The * should no longer appear besides the numbered questions.

21 Extra Features +Add Page Will add a page where you click this button. There is a button on top and below your survey. Split Page Here Divides the questions into separate pages. Delete Deletes the entire question Copy Copies the entire question * You can decide to have each question on its own page, or decide to have several questions appear on one page. The choice is yours.

Move Moves the question above or below. When you select this button, you will see the Cancel Move and Move Question Here buttons. Move Question Here will move your question where you click the button.

22 Move Moves the question above or below. When you select this button, you will see the Cancel Move and Move Question Here buttons. Move Question Here will move your question where you click the button. For example, if you had 15 questions, you could click the Move button that appears above question 15 and decide where you want to move question 15 to, then click the Move Question Here button to move it to question number 1. Question 15 now becomes question 1. Question 1 becomes question 2, and so on, and so on. If you decide you no longer want to move your question, simply click Cancel Move to cancel the move.

As you are working on your survey and making changes, you can click Preview Survey to preview how your survey will look when your respondents take the survey.

Preview Survey is an excellent tool to use while you are editing.

23 As you are working on your survey and making changes, you can click Preview Survey to preview how your survey will look when your respondents take the survey. The survey will look exactly the way it will look like when you are ready to send your survey to your respondents. You can preview your survey as many times as you need while you are in edit mode. Preview Survey is an excellent tool to use while you are editing. By allowing you to take the survey before sending it out to your respondents, you can catch issues that need to be corrected or added. You can also copy & paste the Preview Survey link to other s if you wish. They can take the survey and you can get feedback. Just copy the web link that appears in the window and paste the link in an or other document.

24 Once your survey looks the way you want and you are ready to send out your survey, click Send Survey.

You will be directed to the Collect Responses tab once you click Send Survey. You can copy and paste the WEB LINK and send the link via email or any other method.

25 You will be directed to the Collect Responses tab once you click Send Survey. You can copy and paste the WEB LINK and send the link via or any other method. You will also see 4 headers under the WEB LINK: Responses Per Computer Edit Response Instant Results Disqualification Page By clicking on the? to the right of each header, it will bring up a description for that header. Clicking on the gray arrow to the left of each header will expand a list of options under the header and will allow you to select what you need.

26 If you run out of time and need to work on your survey at another time, the survey is automatically saved. To resume working on your survey, look for your survey under, My Surveys, and find the title of your survey, then click on the title of your survey. You will then click on DRAFT in order to begin working on your survey once again. You can also click on the Design Survey tab.

Accidentally hit Send Survey when you didn t mean to? Click on the Summary or Design Survey tab. Once you click either one of these tabs, click on the Collect Responses tab.

27 Accidentally hit Send Survey when you didn t mean to? Click on the Summary or Design Survey tab. Once you click either one of these tabs, click on the Collect Responses tab. Click the drop list arrow to the right of the date that appears under the Date Modified list. You will see a list of options, click Delete collector. It will bring up a Delete Collector text box that asks, Are you sure you want to delete this collector? Click, Delete Collector. This will put your survey back into DRAFT mode so you can continue to work on your survey.

28 To see the results to your survey, select the name of your survey from the My Surveys tab. You will see this page. Click on Analyze Results under the Response Summary box, or you can click on the Analyze Results Tab.

29 Once you click on the Analyze Results button, you will see this page. This page shows you the results. If there are questions where respondents can type their own answers, click Responses and it will show you the respondents answer.

30 If you have additional questions, click Survey Tips under the Examples tab for some answers to questions you may have. Or you may call Francis Saenz at , Ext. 133

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