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.

  1. To add a survey, log in to your Survicate account. If you haven't created your account yet, sign up here.
  2. While in the main dashboard, click on + New survey:

There are two options to choose from. You can either 1️⃣ select a survey from our templates library or 2️⃣ set up a survey of your own.

1️⃣ Selecting a survey from 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 get the survey sent out.

 2️⃣ Creating your own survey

If, on the other hand, you'd prefer to enjoy more flexibility, create your own survey. After clicking on Start from scratch, decide how you'd like distribute the survey. Below are the available options along with a brief description of each:

Please refer to the articles below for further information on:

Survey distribution channels

  1. Website surveys
  2. Email or shareable link surveys
  3. Mobile app surveys
  4. Intercom Messenger surveys

3. Once you pick the survey distribution channel, you need to type in the name of your survey. You'll then see the following screen. See what each tab does below:

Questions: Arrange questions and skip logic
Design: Alter survey design
Settings: The more complex options
Share: Get the survey sent out

What's next? 

Now that you've created your survey, use 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 or strike up a chat conversation 👉.

Did this answer your question?