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How to Create a New Survey

From the Project Dashboard, click the Survey Creator button to begin. You will be taken to the Survey Creator hub, which lists all the surveys within your project and provides three ways to start a new one.

Below is a step-by-step guide for each creation method.

Option 1: Document to Survey #

This is the best option when you already have a complete questionnaire in a Word or Excel document.

      1. Click the Document to survey button.
      2. A pop-up window will appear.
      3. Name: Give your survey a clear, descriptive name.
      4. Upload File: Drag and drop your Word or Excel document into the designated area, or click Browse Files to upload it from your computer.
      5. Mode: Choose whether the survey should be generated with logic or without logic. “Create with logic” mode creates full survey – structure (all survey questions with their properties) and all survey logic (filters, terminate conditions, validations etc.).
        “Create without logic” mode creates only the structure of the survey (e.g. all survey questions).
      6. Supporting files (Optional) – attach up to 5 documents in a word, excel or text format to provide extra context for parsing.
      7. Instructions (Optional) – add notes about the supporting files or specific parsing instructions.
      8. Send result to email (Optional): Select an Export Template to automatically receive the generated survey results.
      9. Run ResearchReady (Optional): Enable automated analysis to review your survey using advanced AI-powered checks. Customize the analysis by adding questions, instructions or context in the designated Notes (optional) field.
      10. Analysis Modules
        • Survey Statistics (Required): Analyzes key metrics such as length of interview (LOI), survey complexity, and total number of questions.
        • Survey Logic: Validates survey logic, including routing, branching, and piping, to ensure correct flow.
        • Data Compliance: Checks for PII, GDPR compliance, and overall data sensitivity.
        • Data Quality: Reviews variable naming, identifies potential issues, and validates survey structure.
        • Research Methodology: Evaluates strategic alignment and research goals.
        • Respondent Experience: Assesses survey fatigue, tone, and overall engagement analysis.
        • Language & Localization: Performs grammar, spelling, and cultural appropriateness checks.
          • Target Markets (Optional): Specify target markets or languages. Leave empty for automatic language detection.
  1.  Click Create Survey. The system will analyze your document and  build the survey for you.

Option 2: Idea to Survey #

Use this AI-powered tool to generate a survey draft from a simple concept or idea.

  1. Click the Idea to survey button.
  2. A pop-up window will appear.
  3. Name: Give your new survey a name.
  4. Detailed instructions: Write a clear prompt that describes your research goals. Include the topic, target audience, desired number of questions, quotas and any other key details. The more specific your prompt, the better the result.
  5. Send result to email: Select an Export Template to automatically receive the generated survey results.
  6. Click Create Survey. The AI will generate a tailored survey based on your instructions. ResearchReady Analyses can  optionally be run during survey creation, for a detailed evaluation and suggested improvements.

7. Creating your survey is a 3-step process:

    • Clarifying the brief by asking a few questions on the survey
    • Writing the Questionnaire – verifying the structure of the survey
    • Building the survey – turns the questionnaire into an editable survey

When the survey is created you can download the generated document for external evaluation or continue working on it in Survey Creator.

Option 3: Survey from Scratch #

Choose this method to build your survey manually from a blank canvas.

  1. Click the Survey from scratch button.
  2. A pop-up window will appear.
  3. Name: Enter a name for your survey.
  4. Click Create Survey. You will be taken directly to a blank survey editor, ready for you to start adding questions.



Option 4: Survey from Old Project #

Use this tool to create a new survey based on an existing project survey. Depending on the selected option, you can preserve historical data, apply updates from supporting materials, and compare documents against the existing survey code.

  1. Click the Survey from old project button.
  2. A wizard will open to guide you through the setup process.
  3. Select the source survey: Choose the existing project survey you want to use as the starting point.
  4. Choose a survey update type:
    • New tracker wave without document compare – Applies changes based on your instructions and preserves existing data mappings.
    • New tracker wave with document compare to existing code – Preserves existing data mappings and compares supporting documents against the current survey code, identifying undocumented differences for review.
    • Copy over survey without document compare – Creates a copy of the survey, applies requested changes, and does not preserve historical data mappings.
    • Copy over survey with document compare to existing code – Creates a copy of the survey, does not preserve historical data mappings, and compares supporting documents against the existing survey code to identify undocumented differences.
  1. Click Next and provide the required source materials and instructions for the update.
  2. Review the selected options and click Create Survey. The system will generate the updated survey based on the chosen project, materials, and configuration.

    For more details review the  Survey from Old Project article.

Next Steps #

After creating a survey using one of these methods, you will be taken to the Survey Editor. This is where you will customize your questions, add logic, and manage the survey’s content.