1. Create New Surveys

Create Campaign button:

• Opens the survey editor to draft new survey content (questions, formats, logic, etc.).

• Surveys can be saved as drafts or published when ready.

2. Survey Search and Filters

• Search Bar:

  • Quickly find existing surveys by name or keyword.

• Tags:

  • Use tags to categorize and organize surveys by theme, department, or use case.

3. Manage Existing Surveys

• Each entry typically includes:

  • Survey name

  • Status indicator (e.g., draft, live, closed)

  • Created date

Step 1: Access Create Campaign

• From the Survey Builder menu, click on Create Campaign.

Step 2: Enter Campaign Information

Fill in the required fields:

• Campaign Name: Enter a title for your campaign.

• Description: Provide a short description of the campaign.

• Survey: Select a previously built survey template.

Step 3: Choose Survey Type

• Select Monthly Pulse Survey as the survey type.

• Optionally, enable anonymous responses if desired.

Step 4: Schedule Configuration

You will be directed to the Schedule Configuration page. Choose between:

• Recurring Campaign: Repeats the campaign on a defined schedule.

• Regular Campaign: Runs the campaign once.

Step 5: Set Campaign Timing

• Choose the start date and time.

• Choose the end date and time.

Step 6: Review & Launch

• Review all campaign settings.

• Click Launch Campaign to activate it.

You're Done!

Your campaign has been successfully created and scheduled.

Follow these steps to create a customized survey using the Survey Builder.

Step 1: Access the Survey Builder

1. Navigate to the Survey Management > Surveys> Survey Builder section in your Admin Portal

Step 2: Create a New Survey

1. Select Create Survey.

1. A new page will appear with fields to input basic information.

Step 3: Fill Out Basic Survey Information

• Survey Name: Enter the name of your survey.

• Survey Description: Provide a brief description explaining the purpose or context of the survey.

• Tags: You can add tags to categorize or filter your survey

Step 4: Design Your Survey Using Survey Builder

Scroll down to the Survey Builder section and click on the Open Survey.js Creator Button

Step 5: %%%% use the form builder to

This step is required to properly generate the survey.

1. Go to the Designer option and prepare your question sets.

2. The go for JSON Editor to get the codes.

1. Copy your survey’s JSON configuration code.

1. Paste the code into the Survey Builder section.

Step 6: Save Your Survey

Click the Save Survey button to finalize and store your survey.