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Create a simple survey

This page is ideally for new users to quickly build a short survey without having to learn everything about BlueX. It will guide you through the basic life cycle, from building a survey to publishing it.

Step 1: Create new survey

  1. Select Create a survey from the Homepage or the Survey list, the survey form will be opened.
  2. Type your first question in the form, such as: "How is your BlueX experience?".
  3. Press Enter to go to the next line.
  4. Open the choice question menu () from Question toolbar, and select the first icon () (i.e. single response vertical ).
  5. Type the first option, such as "Good" after the radio button, press Enter to continue.
  6. Enter another option, such as "Superb", then press Enter twice to finish.

Now you have created a survey with one choice question.

Step 2: Invite respondents

Define the respondents to distribute your survey with individual private links.

  1. Select the respondents icon () in the navigation bar.
  2. Upload an Excel or CSV file containing your respondent list (check the upload format).
  3. Follow the steps in the pop-up to finish the upload.

Step 3: Define email message

  1. Navigate to email campaign () - Invitation.
  2. Enter the Author name which will be displayed in the inbox of your recipients.
  3. Enter a valid email address in Reply to, by default, a "no-reply" address will be used.
  4. Use the plus symbol () in the To field to see the detailed recipients list, which is based on the file uploaded under Respondents.
  5. Edit the Subject and the message body.
    Create a simple survey Image

Step 4: Publish

  1. Select the publish icon () in the navigation bar to open the Publishing settings.
  2. Select Private as your Distribution type.
  3. Check box to allow modification of questionnaire survey after Respondents submitted it.
  4. Choose a Start and End time for the survey under Response collection period.
  5. Select Publish survey.
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