---
title: "Creating Surveys"
slug: "adding-surveys"
updated: 2024-02-06T11:42:16Z
published: 2024-02-06T11:42:16Z
canonical: "help.nexudus.com/adding-surveys"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Surveys

You can create as many {{variable.surveys}} as you'd like {{variable.OnTheAdminPanel}}. You also have the option to automate {{variable.surveys}} and have them sent to {{variable.customers}} on a regular basis. 

*For example, send a quarterly satisfaction check to see if your members are happy with your services or an end-of-tenancy review when companies cancel their office contracts.*

Surveys are a useful tool to collect feedback and improve your operations. It's also a great way to check in on your customers and make sure they're happy with what you currently offer. 

* * *

## Step 1. Creating  Survey Structure 

1. {{snippet.FirstStepProcedure}}

2. {{snippet.CommunitySurveys_PathStep}}
3. Click **Add survey**.
4. Name your survey. 
:::(Info) (This name will also be the survey's title.)
:::
5. Select your location. 

6. Add a **Description** of your survey. 
:::(Info) (This description will be displayed under the survey's title.)

:::
7. Select the **Audience** of your survey. 

*You can send surveys to **all customers**, **only contacts**, **only members**, or **only members signed up to specific plans**.* 

8. Select whether you want to send your survey manually or automate it and send the survey to the selected audience on a regular basis through the  **Automatic send** section.

9. If you picked a recurring option in **Automatic send**, select until when you'd like the automatic send to run. 
10. {{snippet.Save_Changes}}

Your survey's record opens, and you can start adding questions to it by clicking on the **Questions** tab.

## Step 2. Add Questions to Your Survey

The next step is to add your question to your survey. Survey questions can be one of the following types: 

#### Date
Customers answer the question by clicking on the calendar icon and selecting the relevant date from the pop-up calendar.

![datequestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/datequestionexample.png){height="" width=""}

#### File
Customers answer the question by uploading any type of file under 5MB.


![filequestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/filequestionexample.png){height="" width=""}
:::(Info) (Make sure you specify the file format in your question if you expect a specific one.)
For example, if you only want PDF files, add that specification in the question or its description. 
:::

#### Long text
Customers answer the question by adding one or multiple paragraphs. This type doesn't have a character limit.

![longtextquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/longtextquestionexample.png){height="" width=""}

#### Options menu
Customers answer the question by selecting one of the options you've defined. 

![dropdownquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/dropdownquestionexample.png){height="" width=""}

You add options by typing a possible answer and pressing *Enter* before adding the next one. You can also let them select multiple answers by ticking *Let users select more than one option*.

![SurveyOptions-Example.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/SurveyOptions-Example.png){height="" width=""}

#### Text
Customers answer the question by adding a single line of text. This type doesn't have a character limit. 

![textquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/textquestionexample%281%29.png){height="" width=""}

#### Yes/No
Customers answer the question by selecting YES or NO from a drop-down list.

![booleanquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/booleanquestionexample%281%29.png){height="" width=""}


1. {{snippet.FirstStepProcedure}}

2. {{snippet.CommunitySurveys_PathStep}}
3. Click on the **Questions** tab. 
4. Click **Add question**. 
5. Name your question. 
6. Add a **Description** of your question. 
:::(Info) (This description is displayed under your question.)
![questionhelp.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/questionhelp.png){height="" width=""}
:::
7. Enable the **Active** toggle.

8. Select a **Question type**.
9. {{snippet.Save_Changes}}

Repeat the process for every other question you want to add to your survey. 

* * *

Once you've added all your questions to the {{variable.survey}}, you're all set. If you didn't set up a delivery schedule, you're ready to [preview](/docs/previewing-surveys){target=`_blank`} and [send](/v3/docs/sending-surveys){target="_blank"} your {{variable.survey}}.
