Creating Surveys
Surveys help collect responses to specific questions and understand learners' perspectives and suggestions about a course or the platform.
Surveys can be created in two ways:
- Individual Survey – Create a survey for a specific course or group.
- Bulk Survey – Create and configure a survey using questions uploaded through an Excel file.
Individual Survey
Create a survey and add questions individually.
Create an Individual Survey
- Under Menu, click Surveys.
- On the Surveys page, click + Add Survey.
- Select Individual Survey.
- Enter the survey Name and Description.
- Select the required Type:
- General
- Course
- Click Choose File under the thumbnail option.
- Browse to the location where the thumbnail is saved.
- Select the image and click Open.
- Click Create.
Note: Fields marked with an asterisk (*) are mandatory.
After creating the survey, the Survey Questions page opens.
Add Survey Questions
- Click Add Question.
- Select the required question type.
Question types are grouped into the following categories:
- General
- Graphical Rating
- Basic Matrix
- Under General, select Single Choice or another required question type.
- Enter the required question details.
- To make a question mandatory, select the corresponding checkbox.
- To add more questions, click Add Question and select the required question type.
You can also edit the survey Name, Description, and Thumbnail from the survey questions page.
For more information about the available question types, see Types of Survey Questions.
Preview the Survey
- Click Preview to review the questionnaire before publishing.
- The Survey Preview window opens.
- Review the questions and survey layout.
Save the Survey
Click Save to save the survey questionnaire and continue working on it later.
Note: Survey questions can be reordered only during survey creation. Once the survey is created and saved, the questions cannot be reordered.
A success message confirms that the survey has been published successfully.
Bulk Survey
Create a survey using questions uploaded through an Excel file.
Create a Bulk Survey
- Under Menu, click Surveys.
- On the Surveys page, click + Add Survey.
- Select Bulk Survey.
- Enter the survey Name and Description.
- Select the required Type:
- General
- Course
- Under Thumbnail (210 × 180), click Choose File.
- Select a thumbnail image in .JPG, .JPEG, .JFIF, .GIF, or .PNG format.
- Click Open.
Upload Survey Questions in Bulk
- Click Download Sample Format to download the survey question template.
- Open the downloaded file and enter the required survey questions according to the template format.
- Save the file in .XLSM format.
- Under Bulk Upload, click Choose File.
- Select the completed Excel file.
- Click Create.
After the survey is created, the Survey Questions page opens.
The questions uploaded through the Excel file are displayed automatically. You do not need to add these questions individually.
You can:
- Edit the uploaded questions.
- Add additional questions.
- Update the survey Name, Description, and Thumbnail.
Add Additional Questions
- Click Add Question.
- Select the required question type from:
- General
- Graphical Rating
- Basic Matrix
- Enter the required question details.
- To make a question mandatory, select the corresponding checkbox.
- Click Add Question to add additional questions.
For more information about the available question types, see Types of Survey Questions.
Preview the Survey
- Click Preview to review the questionnaire before publishing.
- The Survey Preview window opens.
- Review the survey questions and layout.
Save the Survey
Click Save to save the survey questionnaire and continue working on it later.
Note: Survey questions can be reordered only during survey creation. Once the survey is created and saved, the questions cannot be reordered.
A success message confirms that the survey has been published successfully.
