Research guide

How to create a survey

Creating a useful survey begins before the first question is written. Define the decision the evidence will support, who can answer it, and how the team will interpret and act on the findings.

Plan the evidence

Write the decision, population, sampling approach, collection channels, consent basis, and analysis plan. Remove any question that does not support the decision or an essential operational requirement.

  • Define one primary decision
  • Describe the target population
  • Plan analysis before collection

Build, pilot, and publish

Choose question types that match the needed information, organise a short logical flow, pilot with comparable people, correct confusing wording, and publish a version you can identify later.

  • Use neutral language
  • Test on mobile
  • Record the published version

Frequently asked questions

Can I customise this guide?

Yes. Surveyor templates and question structures are starting points. You can edit wording, answer options, required fields, logic, branding, and collection settings before publishing.

Can I collect responses on mobile devices?

Yes. Published Surveyor forms are designed for phones, tablets, and desktop browsers. Eligible plans also support offline queues for previously loaded surveys.

How to create a survey | Surveyor