Creating a survey

Creating the survey

Press New survey on the Surveys screen and give it a name. That name is internal — it is how the team finds the survey in the list, and respondents never see it. You will write the title respondents *do* see inside the builder.

The survey immediately gets a short web address of its own, built from the name — for example /s/leadership-2026. That address never changes, so a link you shared keeps working even after you rename or redesign the survey.

How the builder is laid out

1. 1

   Elements

   The catalogue of things you can add. Click one and it drops into the current page. There is a search box for when the list gets long.

2. 2

   My survey

   Your survey as a tree of pages and elements. Drag to reorder — with the mouse or with the keyboard — and click any element to select it.

3. 3

   Settings

   Everything about the element you selected: its label in both languages, whether it is required, its options, and its answer limits.

Writing in both languages

Every piece of text a respondent reads exists in English and in Arabic, and the builder shows one language at a time. The English / العربية switch in the top bar flips every box in the builder at once — question labels, choices, table rows, the survey details — so you write a whole survey in one language, switch, and translate it.

• This applies to the survey title, the description, question labels, every choice option, table rows and columns, and the thank-you message.
• The survey title is required before you can publish — it is what appears at the top of the survey and in link previews on WhatsApp and elsewhere.
• The thank-you message is the last thing a respondent reads. Use it to say what happens next.

Every element you can add

Settings on every question

• Required — the respondent cannot move on until this is answered. Use it sparingly; every required question costs you completions.
• Field name — the column heading you will see in the exported spreadsheet. It must be unique and use only letters, numbers and underscores. Choose something readable now (school_name), because it is what you will be reading in Excel later.
• Internal — marks a field as staff-only. Useful for notes and classifications that belong to your process rather than the respondent's.

Pages and images

Split a long survey into pages so it does not feel like a wall. Each page is a step with its own Next button, and progress is visible to the respondent.

Images can be uploaded, pasted in as a web address, or taken with your device camera on the spot. Give every image alt text — a short description that screen readers announce to blind respondents.

The builder shows a live counter next to every limit and turns it amber as you approach one. The exact numbers are in Limits.

Saving vs publishing

Save keeps your work as a private draft — nobody outside the team can see it. Publish makes the current design the live one that respondents get. You can save as many times as you like before publishing; nothing reaches the public until you press publish.

You do not have to press Save. The builder saves the draft on its own a couple of seconds after you stop typing, and again the moment you switch tabs or close the page. The indicator at the bottom left says Saving shortly… while an edit is pending and Saved, with the time, once it is stored. The Save Changes button (or ⌘S / Ctrl+S) is still there to save immediately.

Starting from a template

The New survey dialog offers a starting point rather than an empty box. Pick a ready-made survey and the survey begins with its questions already written — in both languages — for you to edit, delete and add to.

1. 1

   Custom

   Opens first. Holds Blank survey — an empty survey, exactly as before — and every template your own team has saved.

2. 2

   Templates

   The six ready-made surveys that ship with the platform, listed below. Each tab shows how many starting points it holds.

Save as template in the builder's top bar turns the survey you are editing into a starting point for everyone in the workspace. Give it a name in both languages and it joins the gallery. Only the questions travel — responses, the public link and the survey's settings do not.