Overview
You can create either a Logical Branched Survey or a Basic Survey from the Surveys tab. Survey type determines how questions are presented during canvassing.
Access the Surveys Tab
Open the navigation menu.
Click Admin.
Select Flags & Surveys.
Click the Surveys sub-tab.
Click Add New.
Set Up the Survey
Select Survey Type
Open the Survey Type drop-down.
Select one:
Logical Branched Survey (Viewed on a Screen)
Basic Survey (Viewed on a Printed List)
Enter Survey Name
Type a name in the Survey Name field.
Choose a name that clearly identifies the purpose of the survey.
Preview the Survey
Click Preview Survey to review layout and structure.
Confirm questions and formatting are correct.
Set Survey Status
The Is Active checkbox is selected by default.
To prevent the survey from being used immediately:
Uncheck Is Active.
Inactive surveys will not appear in list generation or canvassing tools.
Save or Cancel
Click Save Survey to save your survey.
Click Cancel to exit without saving changes.
Next Steps
After saving:
Configure questions and structure based on the selected survey type.
Logical Branched Surveys require branching setup.
Basic Surveys use a fixed question order.
Common Issues and Solutions
Problem: I cannot find my survey when generating a list.
Solution: Confirm the Is Active checkbox is selected.
Problem: My survey changes were not saved.
Solution: Click Save Survey before leaving the page.
Problem: I selected the wrong survey type.
Solution: Create a new survey with the correct type if changes are not allowed after saving.