Before you create as survey instance, make sure that the survey template you want to use for this particular survey has already been created. The survey template contains the actual questions and the rating groups to be used in the survey.
- Click the Create Survey Instance button on the Survey list page.
- On the Create Survey page enter a name for the survey.
- Select the Survey template to be used in the survey.
- Enter the date on which you want to conduct the survey. Emails will be sent out to the recipients on this date.
- You can enter an expiry date for the survey. If you define an expiry date, recipients of the survey will not be able to submit responses after this date.
- You can define the total number of recipients for the survey as well as the minimum number of responses that are required for the survey to be considered in reports.
- Select the name of the recipients from the Available Users list (Control-click to select multiple names).
- Click the Create button to create your survey.