How to create a new Survey and edit existing ones — the foundational step before attaching the Survey to content.
A Survey is created as a standalone object, then attached to content. The creation step sets the Survey's title, description, and configuration. Adding questions and attaching to content are separate steps.
For the wider Survey context, see Surveys In Continu.
How to Create a Survey
1. Open Create → Surveys from the left-hand navigation.
2. Click + Add Survey.
3. Add a title. The title learners see when they encounter the Survey. Keep it short and clear.
4. Add a short description. What learners are about to be asked and why.
5. Configure the settings:
- Required vs optional — whether learners can skip the Survey or must complete it
- Pre or post-content — when the Survey appears relative to attached content
- Re-take allowed — whether learners can update their responses later
6. Save. The Survey shell is created. Now add questions.
How to Edit an Existing Survey
1. Open Create → Surveys.
2. Click the Survey to edit.
3. Update any field — title, description, settings, or questions.
4. Save.
Changes apply immediately. Learners who haven't yet completed the Survey see the updated version on their next attempt. Learners who have already responded keep their original responses — editing the questions does not invalidate past responses.
Common Mistakes
Editing questions after responses are collected. Changing question wording after a Survey has been answered creates a reporting headache — the same question may have different wording in old vs new responses. For substantial changes, create a new Survey instead.
Long titles or descriptions. Learners skim. Short, clear titles do better than detailed ones.
Forgetting to attach the Survey. A Survey without content attached doesn't reach learners. The next step after creation is attaching it.
See Also
- Surveys: When and How to Use Them — strategic frame.
- Adding Questions To Surveys — next step.
- Attaching Surveys To Content — connecting the Survey to a content piece.
Create → Surveys → +Add Survey → title, description, settings → Save. Then add questions and attach to content.