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How to create a survey - using the Survey Editor


Feedback is invaluable for a business and with the Survey tool you can set up multiple surveys to gather information such as pre-meeting questionnaires and after sales feedback for your customers, or even performance evaluations for your staff.

Once you have completed the survey settings you will be directed to the Survey Editor section. Here you will notice there is a left section containing the survey elements used to create the survey with drag and drop functionality. To start the survey you need to drag over a page for the elements to be contained in. Mouse over the Add Page element and drag it to the right and drop it anywhere within the editor.

Creating a survey - Bloomtools Canada

Below are what the elements are and what they are used for:

  • Single Select: This is a radio button that is used for showing a range of answers but only allowing one answer to be chosen.
  • Multi Select: This is a check box element that allows multiple answers to be added and also allows multiple answers to be chosen.
  • Single Matrix: This is a radio button element that allows the addition of rows and columns. This element will only allow one answer per row to be selected.
  • Multi Matrix: This is a check box element that allows the addition of rows and columns. This element will allow more than one answer to be chosen per row.
  • Multi Select Matrix: This is a drop down element that allows the addition of rows and columns.
  • Rating Scale: The rating scale element is a drop down element with ratings from Very Poor to Perfect and options in between.
  • Small Text: This is a small box element used to get small written answers.
  • Large Text Box: This is a large box element to get larger written answers.
  • Date: This is used to select a date as an answer.
  • File Upload: This is used to get the user to upload a file such as a PDF or Word Doc.
  • Static Text: This is used to add written content in sections of the form.
  • Image: This is used to upload an image file such as a JPG or PNG.
  • Drop Down: This is a single drop down element which can have multiple answers added to it.

If you require certain questions to be hidden or show when certain answered are chosen, you can do this by using Skip Logic.  To learn how to use Skip Logic please Click Here for the full instructions.

To publish and distrubute your survey follow these instructions.


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