Create a survey

• Director
• Admin
• Needs: Surveys
• School setting: Surveys
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Surveys permission. A director grants it under Manage School → Staff → Permissions.
• Your school must have Surveys turned on. It's a school setting, ask your director.

A survey is built in four steps: Questions, Recipients, Settings, and Launch. This article covers starting the survey and the Questions step.

Before you start

• Finish Turn school features on or off first.

Steps

1. Open Toolkit (the tab on phones, or the sidebar item on web and tablet) and tap Survey.

   Screenshot coming soon01 · /reports

   The Survey tile in Toolkit

2. Tap the + button.
3. Under How would you like to start?, choose one:
   • School Survey to start from scratch for your current school.
   • Copy from Existing to copy the questions of a survey you already have. Pick it from the list; the copy is named "(title) - Copy".

   Screenshot coming soon02 · /reports

   How would you like to start?

4. Enter a Survey Title and, if you like, a Survey Description. Families see both.
5. Tap Add Question (or Add your first question), pick a question type, write the question, and tap Save.

   Screenshot coming soon03 · /surveys/new

   The Questions step of a new survey

6. Repeat for each question. Drag the handle on a question card to reorder.
7. Tap Next to choose recipients.

Tips

• Your work saves automatically each time you change steps or leave the editor. Unsent surveys appear under Draft in the survey list.
• Tap the eye icon (Preview) at the top to see the survey the way families will.
• You can also save from the ⋯ menu with Save as Draft.

FAQ

• Can I send one survey to several schools? Regional managers and above see a Network Survey option. See Send a survey to several schools.