This article will guide you through creating your first survey. Read on if you'd like to know the difference between ready-to-use templates and creating a survey of your own. You'll also get to find out about the different types of surveys.

Step 1: To add a survey, log in to your Survicate account. If you haven't created your account yet, sign up here.

Step 2: While in the main dashboard, click on + New survey:

Step 3: Decide how you'd like to distribute the survey. Below are the available options along with a brief description of each:

  • Email or shareable link survey: Get shareable surveys links or embed surveys directly inside emails.

  • Website or web app surveys: Run targeted surveys on websites or inside web apps.

  • Mobile app surveys: Collect feedback from mobile app users inside iOS or Android apps.

  • Intercom Messenger surveys: Survey users directly in the Intercom Messenger.

Step 4: Pick how you'd like to continue creating this survey. There are two options to choose from. You can either 1️⃣ set up a survey of your own or 2️⃣ select a survey from our templates library

Selecting a survey from the templates library is great if you're on the lookout for survey inspiration. If you're still a bit unsure as to who to survey and which questions to ask, feel free to choose from a wealth of templates we provide.

When browsing through templates, make sure to specify your channel of distribution beforehand. In other words, decide how you'd like to get the survey sent out.

Creating your own survey

If, on the other hand, you'd prefer to enjoy more flexibility, create your own survey.

Please refer to the articles below for further information:

Survey distribution channels

  1. Website surveys

  2. Email or shareable link surveys

  3. Mobile app surveys

  4. Intercom Messenger surveys

What's next? 

Now that you've created your survey, use the links below to discover more:

💬Question and Action types
Learn more about question and action types that you can use in your surveys.
🧠Setup your survey logic
Route your respondents to different questions based on their answers.
📸Add images to your survey
Maximize visual clues, learn how to add images and videos to your survey.  
🎨Design your survey look and colors
Make your survey stand out and match your brand.
🔁Integrate your surveys for seamless customer feedback
Connect your customer insights with your business systems using our native integrations. 


🚀 Armed with this knowledge, how about you try and set up your first survey? You'll be amazed at how useful your survey insights can be!

💬 If you need our assistance, please reach out to us at support@survicate.com or strike up a chat conversation 👉.

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