> For the complete documentation index, see [llms.txt](https://corvane.gitbook.io/getting-started/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://corvane.gitbook.io/getting-started/getting-started-with-surveys/creating-and-launching-a-survey.md).
# Creating and Launching a Survey
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### Creating Your New Survey
The Introduction page is the first step in setting up your research project. This section helps you define the core identity of your survey and decide how you want to reward your participants.
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#### Step 1: Core Details
Start by establishing the basic information that will identify your project within your dashboard.
* Survey Name: Enter a clear, recognizable title for your survey to help you find it later in your dashboard.
* Project Description: Provide a short summary of the survey's goals or context. Note that there is a 142-character limit for this field.
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#### Step 2: Incentives and Rewards
Engage your participants by adding a "thank you" or a promotional offer for their time.
* Add a Gift Note: Write a custom message that testers will see immediately after completing the test. This also has a 142-character limit.
* Promo / Discount Code: Optionally, you can include a code (e.g., "SAVE20") to encourage participation or drive future sales.
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#### Step 3: Data Collection and Next Steps
Before moving forward, decide if you want to gather lead information.
* Collect Contact Information: Toggle this switch if you want to capture details like names or email addresses from your respondents.
* Proceed: Once you are satisfied with the introduction, click the Proceed button to move to the Select Audience stage.
* Save as Draft: If you aren't ready to continue, you can click Save as Draft in the top right corner to finish later.
### Step 2: Selecting Your Audience
Once you’ve introduced your survey, the next step is to define exactly who should receive it. The Select Audience page allows you to target your outreach to ensure the most relevant feedback.
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#### Targeting Options
You can choose to reach your entire network or focus on specific groups you’ve previously organized.
* Send to all Testers: Select this checkbox if you want your survey to be distributed to every tester currently in your Audience database.
* Using Segments: Segments are a powerful way to group testers together for better organization and targeted research.
* Focus Groups: Within this interface, segments can also be viewed and managed as specific focus groups to help you drill down into niche demographics.
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#### How to Assign Segments
To narrow your audience, follow these steps:
* Select Segments: Under the Segments header, you can check the box for "All" or select one or more specific segments you have created.
* Review Selections: Ensure the correct groups are highlighted to maintain high-quality data and avoid "survey fatigue" for irrelevant groups.
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#### Completing the Setup
When you are satisfied with your audience selection:
* Proceed: Click the black Proceed button to move to the Create Survey Questions phase.
* Save as Draft: If you need to verify your segments or audience list before continuing, click Save as Draft in the top right corner to keep your progress.
### Step 3: Create Survey Questions
Now that you’ve defined your audience, it’s time to build the heart of your project. The Create Survey Questions page offers a variety of interactive formats to help you gather high-quality data.
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#### Designing Your Questions
Each question is housed in its own block, allowing for individual customization.
* Question Text: Simply click into the "Enter your question" field to start typing.
* Question Types: Click the dropdown menu to select the best format for your query:
* Multiple Choice: Allow respondents to choose one or many options.
* Numeric Scale: Ask participants to rate something on a specific number range (e.g., 1–10).
* Graphic Scale: Use stars or smiley faces for a more visual rating experience.
* Open Text: Perfect for free-form written feedback and qualitative insights.
* Yes / No: A simple binary choice for quick confirmation.
* Dropdown: A clean way to offer a single selection from a long list.
* Ranking: Ask testers to order items based on their personal preference.
* NPS: Measure customer loyalty with a standard Net Promoter Score (0–10).
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#### Managing Your Question Flow
You can easily structure your survey to ensure it is logical and engaging for your testers.
* Reordering: Use the grid icon (⠿) next to the question number to drag and drop questions into a different order.
* Removing Questions: If you change your mind, click the "X" in the top right corner of a question block to delete it.
* Add New: Use the dashed placeholder block at the bottom to add more questions to your survey.
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#### Saving Your Progress
Don't worry about losing your work as you craft the perfect survey.
* Save as Draft: Use the button in the top right at any time to pause and return later.
* Proceed: Once your questions are finalized, click the black Proceed button to move to the Survey Overview for a final review.
### Refining Your Survey Flow
Once you start adding questions, the Create Survey Questions page transforms into a dynamic builder. This stage is where you fine-tune the respondent's experience to ensure clear and actionable feedback.
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#### Customizing Question Logic
As you add content, each question block reveals specific settings tailored to its type:
* Multiple Choice Options: Click + Add Option to build your list. You can also toggle Single choice only if you want to limit respondents to a one answer.
* Numeric Scales: Use the slider to define your range (e.g., 1 to 10). You can add descriptive labels like "Very Unsatisfied" and "Highly Satisfied" to provide context for the numbers.
* Graphic Scales: Choose between visual styles like 5 Stars or Smileys to make the survey more engaging.
* Live Previews: Each block includes a "Preview" section so you can see exactly how the question will appear to your audience before moving forward.
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#### Organizing Your Content
Manage your growing list of questions with ease using these interface controls:
* Reordering: Use the drag handle (⠿) at the top left of any question block to change its position in the survey.
* Deletion: Click the "X" in the top right corner of any block to remove a question entirely.
* Adding More: When you're ready for the next query, click the + Add new question button at the bottom of your list.
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#### Finalizing the Build
When your questions are polished and the order is set:
* Continue to Overview: Click the black button at the bottom to proceed to a full summary of your project.
* Save as Draft: As always, use the button in the top right if you need to step away and finish your work later.
### Survey Overview: Final Review
Before your project goes live, the Survey Overview page provides a comprehensive summary to ensure everything is perfect. This is your final checkpoint to review the survey's identity, target reach, and content flow.
***
#### Reviewing Project Details
Double-check the high-level information that defines your project:
* Survey Name: Confirm the title of your survey (e.g., "New Q3 Launch") is correct.
* Survey Description: Review the short summary you provided to ensure it accurately reflects your goals.
***
#### Verifying Your Audience
Ensure your questions are reaching the right people:
* Audience Size: View the total number of individuals who will receive the survey (e.g., "203").
* Tester Selection: Confirm which segments or groups are targeted, such as "All Testers".
***
#### Survey Questions Summary
The interactive list at the bottom allows for a final look at your question structure:
* Content Review: See a list of all active questions, like "Do you like our customer service?".
* Quick Editing: If you spot a typo or want to change a query, click the Edit button next to any individual question to jump back to the builder.
* Reordering: Use the drag handle (⠿) to make any last-minute adjustments to the sequence of your questions.
***
#### Next Steps
Once you have carefully reviewed all sections:
* Proceed: Click the black Proceed button to move to the final Publish stage.
* Save as Draft: If you need more time to verify your data or strategy, use the Save as Draft button in the top right corner to keep your progress secure.
### Survey Overview: Final Review
Before your project goes live, the Survey Overview page provides a comprehensive summary to ensure everything is perfect. This is your final checkpoint to review the survey's identity, target reach, and content flow.
***
#### Reviewing Project Details
Double-check the high-level information that defines your project:
* Survey Name: Confirm the title of your survey (e.g., "New Q3 Launch") is correct.
* Survey Description: Review the short summary you provided to ensure it accurately reflects your goals.
***
#### Verifying Your Audience
Ensure your questions are reaching the right people:
* Audience Size: View the total number of individuals who will receive the survey (e.g., "203").
* Tester Selection: Confirm which segments or groups are targeted, such as "All Testers".
***
#### Survey Questions Summary
The interactive list at the bottom allows for a final look at your question structure:
* Content Review: See a list of all active questions, like "Do you like our customer service?".
* Quick Editing: If you spot a typo or want to change a query, click the Edit button next to any individual question to jump back to the builder.
* Reordering: Use the drag handle (⠿) to make any last-minute adjustments to the sequence of your questions.
***
#### Next Steps
Once you have carefully reviewed all sections:
* Proceed: Click the black Proceed button to move to the final Publish stage.
* Save as Draft: If you need more time to verify your data or strategy, use the Save as Draft button in the top right corner to keep your progress secure.