Creating A Survey

Creating a Survey

Users have two options when creating a survey. They can build their own customer survey or use one of the available templates.

Creating Custom Surveys

To begin, navigate to the “Survey Manager” page and click the “Create New Survey” button. This opens a dialog box that presents users with several options. Here users must enter a survey name, select a default language, and decide whether to enable speech recognition.

After entering the requisite information, Insight redirects users to their newly created survey.

New From Template

To begin, navigate to the “Survey Manager” page and click the “New From Template” button. This opens a dialog box that presents users with several options. Here users must enter a survey name, select a template from the drop-down menu, and decide whether to include audio prompts.

After entering the information, the user will be redirected to their newly created survey based on the selected template. At this point users can change the template, or add or remove elements to best fit their needs.