Create a Survey Record

Published on February 11, 2026 Feedback360

This guide walks you through creating a survey in Feedback 360, from choosing the record type to saving the final record. Follow the six steps below to define the structure, timing, branding and accessibility of your survey.

Create a Survey Record

What you will do: Select a record type, configure basic details, optionally enable mock test settings, add an introduction and branding, set completion and access options, and save.

Step 1: Select Survey Record Type

1. Navigate to the Surveys tab in Feedback 360.
2. Click the New button.
3. In the "New Survey" pop-up, choose one of the following:
   • Survey: For actual user surveys.
   • Survey Template: For surveys intended for the library.
4. Click Next.

New Survey pop-up showing the Survey and Survey Template record types.

Step 2: Configure Basic Information

Fill out the required survey details to define the timeline and structure:

• Survey Name: Give your survey a clear, identifiable name.
• Start & End Date: Set the timeframe for the survey (mainly for reporting purposes).
• Active Checkbox: Ensure this is checked to make the survey active.
• Is One Pager Survey:
  • Unchecked: Users traverse questions one by one with "Next" and "Last" icons.
  • Checked: All questions appear on a single page.

Basic information fields: name, dates, active flag and one-pager option.

Step 3: Mock Test Settings (Optional)

If your survey is a test or quiz, you can enable specific "Mock Test" parameters:

• Time-bound: Check this to enable a timer.
• Duration (mins): Set the total time allowed for the survey.
• Minimum Score Needed: Define the score required for a "Pass" status.

Mock test settings: time-bound, duration and minimum score.

Tip: Mock test settings are only needed for quizzes or assessments. Skip this step for standard feedback surveys.

Step 4: Survey Introduction & Branding

Set the tone for your participants before they begin:

• Subject: The main title of the survey shown on the UI.
• Introduction: Use the rich text editor to provide instructions or a welcome message that appears on the start screen.

Step 5: Completion & Accessibility

Finalize what happens after the survey and who can see it:

• Thank You Message: Customize the text participants see after hitting submit.
• Allow Guest to Access: Check this box if you want the survey to be accessible to guest site users (publicly).
• Company Logo URL: Add your branding by providing a link to your logo.

Note: Enabling guest access makes the survey publicly available. Confirm this is intended before saving.

Step 6: Save

Click Save to create the record, or Save & New if you need to create another survey immediately.

Success: Your survey record is created and ready for adding questions and sharing.

Knowledge Article Number: KA-00167