How to Manage Surveys

Add, Delete, Configure Survey, Configure Exit Survey, Add Survey in a Guide, Add Survey as a Step
1)

Go to the navigation menu

2)

Click the "Manage surveys" tab

3)

Here you can see the list of all the surveys created along with the number questions they have

To add a new survey, click on "Add" button

4)

Provide a title to your survey

When you mark this checkbox, the survey becomes Global.

5)

From here the question dropdown will open up

6)

There are six types of questions you can add in a survey: Text type, Single option select, Multiple options select, Range, Rate and Yes/No type 

7)

When you hover over the question and a pecil icon appears, it suggests that you can edit the text of this question.

You can also add more options for a question

8)

If you want to delete a question from your unsaved survey, you get a delete option in the upper right corner of every question

9)

Similarly, if you want to delete an option in a survey question, you need to hover over it

10)

You can add all six types of questions in a survey

Once you are done, you can click on "Add Survey" button to save this survey

11)

On the list view page, you get the global tag on those suveys where you have enabled the checkbox

You get the option to edit a survey from the list view page

12)

Similarly, get an option to delete the survey

13)

You can navigate to the Exit survey tab from here

14)

Check this box to enable the exit survey

15)

Click this tab here to select the survey as the exit survey

16)

This dropdown will show the global surveys

17)

Click "Done"

18)

In the Guide Settings, you get the option to enable survey.

Select the checkbox to do so.

19)

The dropdown provides you options to select a survey

When you click the add icon here, it redirects you to the manage surveys tab

20)

If you want to add a survey step in middle of a guide, the beginning of a guide, or the end of a guide, click the floating plus icon or click the +Step Before/After buttons

From the step types, select "Survey Step"

21)

Add step title and description here

You can add a thumbnail image for the step

Click here to select a survey for your step

22)

You can select your survey option from the dropdown 

By clicking here you get redirected to the Manage surveys tab 

23)

Click on "Create Step" once you have added the survey

24)