Create a Questionnaire in Basic Mode

The questionnaire is the main part of broadcast, transactional, and website link surveys. It consists of a set of questions you want your customers to answer.

You must create a questionnaire for these types of surveys. From the Questionnaire tab, you have all the tools you need to create a dynamic HTML survey. You can add your own content, along with new and previously created questions.

In your survey, you can add multiple pages to your questionnaire. This can help break up the survey into manageable chunks. Customers see only questions on one page before proceeding to the next page.

You can create the questionnaire in either basic or advanced mode. In basic mode, you can design multi-page questionnaires in a straightforward interface focused mainly on your survey presentation. In advanced mode, you can design a flow diagram to present questionnaires, set criteria for survey branches, and trigger automated actions such as sending notifications, setting fields, and creating opportunities and incidents.

The following procedure describes how you can create a questionnaire in basic mode. See Create a Questionnaire in Advanced Mode for the procedure for creating a questionnaire in advanced mode.

Note: Questionnaires do not apply to polling surveys because polling surveys use a list of questions instead of questionnaires. See Polling Surveys.

1. In an open survey, click the Questionnaire tab.
   The Questionnaire tab opens on the content pane.

   The Questionnaire tab is divided into sections. The main section shows the page you are editing and displays the current content and questions in the questionnaire. When you create a questionnaire, this section is blank. If there is more than one page in the questionnaire, you can scroll through the pages using the arrows at the top of this section.

   On the right side are options for the tasks you can perform on the questionnaire, such as adding a question. The Page Tasks section contains options for the tasks you can perform on the specific page of the questionnaire you are working on. The Survey Tasks section contains options for the tasks you can perform on the entire survey. You can also right-click in the main section to select from the most common tasks.

2. Enter field information.

   Page Tasks

   Button	Description
   Add a Question	Click this button to add a question to the questionnaire. See Add a Question to a Survey.
   Add HTML Content	Click this button to add HTML content to the questionnaire. See How the HTML Editor Works.
   Set Page Title	Click this button to change the title of the page from the default “Page <page number>.” See Set the Page Title.
   Delete Page	Caution: Deleting a page cannot be undone. Click this button to delete the page you are on and all of its content. This button is available only when the questionnaire contains more than one page.

3. Enter field information.

   Survey Tasks

   Button	Description
   Add a Page	Click this button to add a page to the questionnaire. Customers see only one page at a time when responding to the survey. When a page is added, the arrows at the top of the main section are activated and you can scroll through the pages of your questionnaire to add questions and content.
   Organize Pages	Click this button to organize pages in the questionnaire. See Organize Questionnaire Pages. This button is available only when the questionnaire contains more than one page.
   Apply Template	Click this button to select a template to form the HTML in the questionnaire. See Apply a Survey Template. Templates are created through the Content Library. See How Templates Work.
   Survey Options	Click this button to set survey options, such as font attributes, progress indicators, button properties, cookie options, and optimization for mobile devices. See Set Survey Options.
   End of Survey Options	Click this button to set options that determine what happens when the survey is submitted. See Set End of Survey Options.
   Switch to Advanced Mode	Click this button to create your questionnaire in advanced mode. See Create a Questionnaire in Advanced Mode. You must save the survey before you can switch to advanced mode. If you do not save the survey before you click this button, a message prompts you to save.
   Preview	Click this button to preview your survey in a web browser.
   Mobile Preview	Click this button to see how your survey looks on a mobile device. Mobile preview is a limited, browser-based preview that gives you a general idea of how your survey might look on a smaller device when you are designing your survey from your desktop. With that in mind, always test your surveys on applicable mobile devices and browsers before you launch them.

4. To select a template to use in the questionnaire, click Choose next to Survey Template at the bottom of the content pane. See Apply a Survey Template.
   Note: If a template is already being used in the questionnaire, its name displays in this section. You can change templates or clear the content of the template from the questionnaire.