Create a Survey Record

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:
   1. Survey: For actual user surveys.
   2. Survey Template: For surveys intended for the library.
4. Click Next.

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.

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.

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.

Step 6: Save

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