Creating a Survey

Creating a survey in UbiQuity takes just a few steps. You can start from scratch or copy an existing survey to save time.

To create a survey, go to Surveys in the top navigation and click New survey. Enter a name and an optional description, then click Create Survey. You will land on the Survey Dashboard.

The Create survey dialog where you enter a name and optional description for your new survey.

If you want to base your new survey on an existing one, use the Duplicate option from the survey list. Click the three-dot menu next to the survey you want to copy and select Duplicate. The new survey will include all questions, pages, logic, and settings from the original, which you can then edit as needed.

The survey list showing the three-dot menu with the Duplicate option for copying an existing survey.

Unless you are copying an existing survey, your new survey will be created with no questions or pages set up. Your first steps will be to configure your survey settings and then build out your questions and pages.

From the Survey Dashboard you can access all the tools you need to build, test, and deploy your survey.

The Survey Dashboard showing all the tools available to build, test, and deploy your survey.