Getting started

Follow this short quick start tutorial to try the core features of SurveyBliss.

  1. Registration
  2. Create a survey
  3. Change the title and survey settings
  4. Create a question
  5. Edit the question
  6. Change question settings
  7. Add/remove pages
  8. Copy questions
  9. Setup skip logic
  10. Preview the survey
  11. Publish your survey
  12. Import contact list
  13. Send an invitation message
  14. Add responses manually
  15. Analyze survey results
  16. Close the current publication

1. Registration

When first visiting SurveyBliss, click on the "Join now for free" button. Fill the form and click on the Register button. Your account will be created and the system logs you in automatically this time. When you visit SurveyBliss the next time, you will have to use your chosen login name and password to log in to your account.

2. Create a survey

Create a survey

To create a new survey, press the New survey link the top of any page while you are logged in. (You need to be registered and logged in to use SurveyBliss.) You'll be taken to the survey settings page.

3. Change title and survey settings

Create a title for your survey to help its identification in the future. Note, that the title is displayed to your respondents by default. Optionally, you can choose not to show the title in the survey.

Adjust the settings of your survey: title visibility, page titles visibility, page and question numbers visibility, question numbers behavior, progress bar visibility

When done, click on the Edit survey button. You'll be taken to the survey editor page.

4. Create a question

Create a question

Click the New question button. The question type selector will open. Select, for instance, the Multiple Choice question. Click Insert. The newly added question will appear on the survey creation page.

Note, there more than one New question buttons. The one on the top will always add the new question to the end of the current page, while the others will add it to the position where the current button is placed.

5. Edit the question

To change the question text, simply click on it and type the desired text (initial value “[Type question text]”).

To set the choice options, click on their label, and type the option label text.

To add more options, click on the Add option button at the bottom of the question, to delete one, click on the Delete button at the far right of the option row.

Note, editing the content of a question will be different for different question types, this example shows how to edit a Multiple Choice question

6. Change question settings

Click on the Options button at the top of the question area. The Question options panel will open.

Choose the Properties tab. Here you can specify whether an answer to the question is required (respondent will not be able to proceed to the next question without answering this question), and set the display order of the options in this question. By Default, the options will be displayed in the order in which you created them.

7. Add/remove pages

Click on the New page button at the top right of the survey editing page. A new, blank page will be created and displayed. You can navigate between pages with the Next and Previous buttons at the top or bottom of the page.

Click the New page button, to have 3 pages.

Note that there is another way to create a new page, by splitting the page at the spcified position (clicking Split Page above or below a question). In this case, the questions below the split position will be moved to the newly created page.

To remove a page, click on the Delete this page button at the top. This will delete the page and all the questions on it. Alternative way to remove a page, is to click the Merge page button. This will merge the current page with the previous one, keeping all the questions on it.

Use the Previous and Next buttons to navigate between pages of your survey, or select a page number to go to a specific page directly.

8. Copy or Move questions

Copy questions

Select a question by clicking the Select button at the top of the question area, or checking the box next to it. The area around selected question will be highlighted, which means it is selected. Click the Next button at the top of the page, to navigate to the next page, where the question will be copied to. Click the Copy selected button. A copy of the question will appear.

Click the Previous button; you'll be taken to the first page with the original question.

When you copy a question, the original remains in its original place. To place the question on a different place and delete the original, click Move selected instead of Copy selected in the sequence of steps above.

9. Create skip logic based on the question*

Create skip logic based on the question

Click on the Options button at the top of the question area. The Question options panel will open.

Choose the Skip logic tab. Check the Enable skip logic box. For each option, specify the page to which to navigate if selected.

Note that skip logic can be enabled only if at least one page follows the current page.

* This option is not available with Basic accounts.

10. Preview the survey

Click the Preview survey button at the top of the page. The survey will be displayed in a new window, in the way your respondents will see it during answering.

Note, in preview mode some of the functionality, like saving answer values or skip logic, is disabled.

Go back to the window where you are editing the survey, and click the Publish survey button. You'll be taken to the publications for this survey.

11. Publish your survey

Publish your survey

Click on the New publication button; select, for instance, Email publication. Type a name for the publication (this is not displayed to respondents, serves only your tracking and records purposes).

Click the Create publication button. The publication details will be shown, Click on Recipients. You can then enter recipient names and email addresses manually or add recipients from the address book.

12. Import contact list

Click the Import from file button. The import panel will be expanded. Follow the instructions there to import email contacts from your email application. Once you are finished, the recipients list at the top of the “publication” page will contain the your imported contacts.

13. Send an invitation message

Send an invitation message

Click Messages at the top of the ‘publishing’ page. Note, that several messages can be sent for the same survey publication, for different, or for the same contacts.

Click the New message button. This creates an invitation message containing the link to your survey that will be sent to the respondents.

Type the subject of the invitation message and a reply-to address, where you will receive answers to your invitation should such a need arise.

Compose your invitation message. Make sure to include the "[name]" and the "[link]" placeholders for the name of the respondent receiving the copy of your message and for the link that points to your survey.

Select which group of recipients should receive the message, (Everyone/Not sent/Not responded/Responded).

Click the Send button, and your message will be sent.

Note that you can send the message immediately or save it and send another time.

Go to the Publication summary.

14. Add responses manually

In case you have some responses from a different source than the published survey, you can enter them manually.

Click the Manual entry button at the bottom of the Publication summary page. The survey will be opened in a new window, and you can enter the responses. When you are finished, just close the survey window.

Click the Analyze results button, the analysis page will be displayed.

15. Analyze survey results

The Analyze results view shows the survey pages and questions in the same layout as the editor and the fill view. It shows the total and detailed number of answers and skipped questions. In case of type-in or open-ended questions, you can see the verbatim responses by opening the detailed answers panel.

16. Close the current publication

If you want to stop collecting responses in a publication that you previously created in step 13, you can close it. This doesn't mean shutting down the survey completely, you can reopen the publication at any time, or create a new one.

Click the Publish survey button. The publication's page will be displayed. You will see the Email publication you created in step 11. Click the Edit button over the publication item. The Publication summary will be displayed. Click Close this publication button.