Create Surveys

Learn how to create a new survey, define categories, and configure questions. This section shows the workflow from the main panel through to publication.

Prerequisites

  • You are signed in.

  • You have permissions to create surveys (role with privileges).

Steps

  1. In the main menu, select “Encuestas → Nueva encuesta”.

  2. Define the title, description, and validity dates.

  3. Add categories and questions (type, options, required).

  4. Create the questions for the survey.

  5. Save the survey.

Illustrations

Step 1 — Go to the Surveys page.

Create survey — step 1

Step 2 — Click the new survey button.

Create survey — step 2

Step 3 — Fill in the modal with the survey details.

Create survey — step 3

Step 4 — Create the questions for the survey.

Create survey — step 4

You can choose from different question types:

  • Single choice

  • Multiple choice

  • Open text

  • Likert scale

Step 5 — Click the save button.

Create survey — step 5

Once saved, the survey is available to generate tokens and distribute them.

Create survey — step 6

You can edit or delete the survey at any time.

Create survey — step 7

In the next section you will learn how to generate tokens and distribute them.