In this article we will show you how to create and send a survey to respondents.
This feature is currently available in beta only. If you would like to receive beta access, please reach out.
First, it is important to note that only two roles enable you to create a survey:
- Admin
- Analyst
If you do not have either of the above roles, you will not see the "Sent section" of the sidebar menu.
1. Log in to your account and navigate to the "Survey" tile on the left navigation bar and make sure that you are in the "Sent" section of the sub-menu.
2. Locate the "+ Survey" button and click on it to initiate the survey creation process.
3. This will then take you to the first page of the 3 step survey creation process where you can enter General information about the survey in the provided fields. Here you are able to give your survey a name, description (optional) and a deadline (though currently this is simply for communication with the respondents rather than being enforced).
4. Click the button "Choose respondents" in order to proceed to the next step.
5. Now you can select the respondents who you wish to receive the survey by clicking the checkboxes to the left of their email. Following this selection, click "Edit questions" in order to proceed to the final step of the survey creation process. 
Only users with the "respondent" role will be available for selection from this page.
6. Now you can create the actual survey that respondents will be filling out. To get started click the "+ Question" button to add your first question (or use the icons highlighted on the left to select a specific question type).
For more information on the question types, please refer to this article.
7. This brings up an editable question box that allows you to do a number of things:
- Edit the question title by clicking the area that says "question1"
- Change the question type by clicking the dropdown arrow by "integer"
- Duplicate the question
- Set the question as required for respondents
- Adjust any settings for that given question (e.g. like adding a min or max to an integer question type).
- Delete the question
Questions can be rearranged via drag and drop by clicking and holding the drag handle (6 dots) at the top of the question area.
8. Once you have created your questions you can create pages to split your questions into relevant sections and provide each page with a description. The survey will then be shown to the respondent on these separate pages. The page description can be edited by clicking on it.
9. After you have created your survey, you can click the "Preview" tab at the top of the survey builder to see what the respondent will see when filling out the survey. 
10. Once you are happy with the survey that you have created, you can send it by clicking the "Send" button below the survey builder.
This will then show a confirmation modal outlining information that you have selected throughout the process. Finally click the "Send" button again and your survey will be sent out to all the selected respondents and they will receive an email.
You will know that you have sent the survey successfully as it will take you back to the survey overview page with a success notification which is shown below:
Thank you for your time to read this article. If you have feedback or if you seek more information on specific topics, leave your comments below or reach out to support@rosemanlabs.com