Quick Start Guide

Overview

The DIY Survey Quick Start Guide provides a simplified 9-step walkthrough for creating, sending, and analyzing your survey results.

This guide walks you through the basics—how to design a simple survey, set up a contact list (sometimes referred to as Sample), send out invitations using distribution, and review the results for analysis. You’ll start by designing a questionnaire that supports your objectives, using various types of questions to gather relevant insights. Then, create your contact list by manually entering details or uploading a file. Once your list is ready, choose your preferred distribution method—Email, SMS, or Embedded links—to send out the survey. As responses come in, monitor engagement through open and completion rates, and use the reporting dashboard to evaluate your data and uncover valuable insights.

1. Starting a Survey

A survey can be created from scratch, by selecting a template survey, or by using AI Assist to suggest questions. For this example, we’ll start from scratch.

To create a survey by scratch, you must login to your Survey Builder with your account logins. Once in the Survey Builder, navigate to the top left of your screen and select the menu icon and select ‘Surveys’ from the drop-down. Once in your surveys, select the tab at the top right of your screen ‘New Survey’.

Now that you are in the create a new survey homepage, navigate to the first option of creating from scratch and select ‘Create Survey’.

After you have selected to create a survey, you will be prompted to name the survey. This name is only for you to identify the survey. The survey name is different from the survey title. The Survey Name identifies the survey while Survey Title is the one that appears on the survey header.

Next, after you have typed a name for the survey, select ‘Create’.

Once you have created the survey, navigate to the panel on the right, in the General properties section, enter the survey title and description, both of which will be visible to participants. This provides additional information if you have multiple versions of this survey.

2. Adding Survey Questions

After you have created the survey template, added a title and a version description, it is time to add your questions. We will be using only 3 types of questions in this specific example but to understand more of the different types of questions available, click the link below.

https://docs.concentrixcx.com/docs/survey/Docs/Appendix

In this first example, we will add the Radio Button Group.

In the center panel, beneath Page 1 select ‘Add Question’. By default, the added question will be a single response question also referred to as a ‘Radio Button Group’ which is displayed in a dropdown at the bottom left of the question panel.

For each question you add, you will notice at the bottom of the question panel that the ‘required’ is highlighted, meaning, by default, all questions are required. But if you do not want a question to be required (for example an open-ended question), you can click the word ‘required’ to remove the highlight and not make the question mandatory.

3. Customizing Survey Questions

You may edit the question further by utilizing the General Properties panel on the right. On the General Properties panel, you may edit the question.

• Question property name: This name will only be visible to you and should identify the question.
• Question display text: This text will be displayed to the respondent in the form of a question.

Then edit the list of responses use the ‘Choice Options’ drop down the general property panel. Select the item you wish to change and type in the response within the item space.

To add additional choices, select the ‘+’ icon to add a fourth and fifth option. Edit those texts as desired. All changes will be saved automatically by the system.

Our second type of question in this example will be using a Checkbox question, which is also known as multi-response question. To create a Checkbox question, select the ‘Add Question’ at the bottom of Page 1, then navigate to the bottom of the question panel and select the drop-down question type to “Checkboxes”. The default is Radio Button Group, so you will need to change the question type to proceed.

To customize the question, repeat what you did in Step 3 within the properties panel. First editing the general question properties then the response list.

By selecting ‘Enable the None option’, the response ‘None’ is added to the bottom of the list.

Our third question in this example, we will be creating a Yes/No or Boolean question. To create a Boolean question, we will use another option to add questions by navigating to the toolbox on the left of your screen. Select and hold on the Yes/No (Boolean) icon, then drag & drop it below the word “Description” on Page 2. The new question will then appear.

To customize the question further, repeat what you did in Step 3 within the properties panel. First editing the general question properties then the response list.

4. Thanking the Survey Respondents

For this example, we want to thank respondents after finishing the survey.

To edit the ‘Thank You’ page, scroll the top of the survey where the title of the survey is. Select within the title or introduction area, this will update your general properties panel.

Then navigate to your general properties panel, scroll all the way to the bottom to see the ‘Thank You’ Page.

Next select the ‘Thank you’ page tab, you will have the ability to redirect your respondents to an external link or you may type out the thank you text you wish for your respondents to see once they have completed the survey.

5. Previewing the Survey

At any time, you can switch to Preview Mode to see how the survey will look to the respondents. To switch to Preview Mode, navigate to the top menu bar, and simply select “Preview”.

As you scroll to see the rest of the survey, the questions are presented to you as a respondent will see them, allowing you to test the functionality of the questionnaire.

At the conclusion of a Preview, you will be presented with the “Thank You” page, and a table showing how you responded to the survey. Please note, the Thank You page external link redirects will not render during a Preview mode.

To further customize the survey while looking at the preview, you can also change the appearance under the Themes Module.

6. Publishing the Survey

When you’re satisfied that the survey is ready, it’s time to publish. To publish your survey, navigate to the top right of your screen and select, ‘Publish’ on the main menu.

Then click ‘Publish’ to confirm!

The status will change on the main menu, and a message will appear at the bottom of the screen.

You can also verify if the survey is live when the status will change to ‘Active’ under the survey list page.

Now you’re ready to send out your survey using the Distribution feature.

Note: To make changes to a published survey, start by going to the survey list page. Locate the survey you want to edit, then click the ellipsis (the three vertical dots) on the far right. From the dropdown menu, select the ‘Edit’ icon to return to the survey questionnaire page. In the top right corner of the screen, click on ‘Published’ in the main menu, then choose ‘Save as Draft.’ Once your edits are complete, you can follow the same steps to publish the survey again.

7. Creating the Survey Contact List

Before you send out your survey you will need to create a contact list of people you wish to respond. There are two ways of doing this: entering records manually or uploading them in a batch from an external file. We’ll show both, so that you can select the best option for your survey.

At the top left of the screen, select the menu icon. Once the menu bar expands, select the tab ‘Contacts’. The Contacts Tab is like your database of all your contacts, it is the individual list of your contacts. This is where you Add Record of your contacts.

Once in the contacts, you will see there are two different tabs of contact lists.

• The Master Contacts Tab lets you organize your contacts into reusable groups for easy management and segmentation. These groups help streamline targeted communications by allowing you to manage contacts at a group level. Easily view, edit, or assign contacts to specific lists based on your outreach or campaign needs. By default, when you are in the Contacts section, you will be on the Master Contacts tab. To switch out you simply select the ‘Contacts’ tab.

• The Contacts Tab provides a comprehensive view of all individual contacts within your system. Here, you can review detailed information such as email, phone number, subscription status (Opt-in/Opt-out), demographics, and client association. This centralized list makes it easy to search, filter, and manage contact records at scale.

• In the contacts, switch from the Master Contacts to the ‘Contacts’ tab.
• Select ‘Add New Contacts’ on the top right of your screen.
• From the dropdown list under Input Method, select ‘Manual’.
• Then click ‘Add Record’.

Use the New Contacts panel to input the contact information. Select ‘Create’ once you have entered all the contact information and a message will pop up that your contact has been saved.

Now that you have input contacts, it is time to put those contacts into lists.  Exit out of the contacts panel and switch back to the Master Contacts tab and select ‘Create Contact List’ at the top right of your screen.

The new contact list panel will appear and prompt you to create a contact list name and description. This is for you to identify or differentiate between contact lists.

Now you may begin adding contacts to the list. Use the contact look-up feature to identify the contact that you just created. You may use their name, email, phone number to search the contact, Once you have found the contact, select the box by their contact and select ‘Create’ to add to your list.

The Contact list you just populated will now appear as a contact list.

Note: If in your file you used “Mobile” as fieldname, you need to update this table by clicking the drop-down option under Mobile and update to Phone.

Alternate Method

To prepare for file upload, we’ll build a list of invitations in a CSV file. This is done in an Excel workbook and then saved specifically as a CSV. Follow this example below to create a short list of test respondents in your Excel Workbook.

Your file must minimally contain email address. Other columns, identified by the header names, will list known attributes of the person being invited; these facts can be used in the survey to control question flow, and can be retained with the survey responses to facilitate data analysis.

Notes on the input file:

• Always include an email column containing a unique address – no duplicates.
• Limit the facts to one value per cell (e.g., don’t put “Cat, Dog” in the pet column.)
• Make sure that every cell has a value in it, even if sometimes it says “None”.

Save the file as type CSV.

The following are the acceptable file type and size:

• CSV / JSON file up to 50MB file size

With your file now prepared, at the top left of the screen, select the menu icon, go back to your contacts tab, then select ‘Master Contacts’. Once in the Master Contacts then select ‘Create Contact List’. In the ‘Contact Source’ dropdown, choose ‘File Upload’ AND click the box marked ‘Also upload this file to Contacts.’

Click on the gray region to upload the file.

The uploader will read the column headers and prepare to upload records. You may adjust the records for the type of data they contain – for this exercise, we’ll only need “Text”. You may also choose whether to include columns in the upload. We’ll include them all.

Select ‘Create’.

Then you will see the Contact List name of the file you uploaded in the List under Master Contacts tab. The Master Contacts Tab is like your own Personal Phonebook where it only contains selected list of contacts like your friends or people you know. The purpose of the Master Contacts tab is where you can search from the list and create a group of your respondents who you will send the survey. To edit your contact list, select the ‘Master Contacts’ tab.

We now have a contact list to target with invitations. To invite contacts for participation in a survey, we will create a Distribution.

8. Distributing the Survey

After creating our contact list, it is time to distribute the survey. To distribute your survey after it is published, navigate to the menu icon at the top left of your screen. Select the Distributions Tab to begin sending out your survey.

On the Distributions page, navigate to the top right of your screen and select the ‘Create’ button.

In the Distributions Tab, you will be prompted to type in the distribution or survey name and a description along with the method you wish to send the campaign. You can choose to email, SMS, or embed the survey to distribute.

• Email: Delivering the survey through the respondent’s email
• SMS: A survey sent through the respondent’s mobile number via text message
• Embedded: Deliver in-app surveys or website intercepts by embedding them into your website or application
• Share URL: Sending the survey using the ‘Share’ button with the survey link

In this example, we’ll choose ‘Mail’ as the distribution method. Click on the Mail icon as illustrated below.

After you have completed those tasks, select the 2nd tab at the top of your screen to move to the ‘Survey Details’. Select the survey type you wish to distribute.

There are two types of surveys:

• Single Survey is designed to provide feedback on a specific survey. It can be scheduled to appear multiple times within a designated period, offering respondents multiple chances to participate. If no start or end date is specified, you can configure the occurrences to determine how frequently the survey is displayed based on a selected time interval.
• Survey Series is a structured collection of multiple surveys that are sent out in a predefined order over a period of time. This allows for a more comprehensive assessment by collecting insights at different stages or from various perspectives.

For this example, we will only be using the Single Survey.

To distribute a Single Survey, navigate to the distribution settings and select ‘Single Survey’. Once in the Survey Detail, select ‘Single Survey’ within the survey type options. By selecting the Single Survey, you will see a dropdown appear. Select the surveys you create to be used for distribution.

Once you have chosen a survey, you can customize the start and end date including the time of the survey by selecting the ‘Start and End Date’ option on the far right of the survey you wish to edit. A calendar will appear for you to select the start and end date of your survey distribution. Select the ‘>’and ‘<’ at the top of the calendar to adjust the month on the calendar.  Once you have chosen a start date, select the dropdown again to use the calendar to choose an end date, and the time.

If you would like your recipients to remain Anonymous, enable the ‘Use anonymous survey links’, recipients will not receive personalized URLs, and their responses will not be tracked.

To have recipients have a username or password protected enable the ‘Secure with username’

Username
Once you enable Secure with username, respondents will receive an email with their username, which they can use to log in to the survey.

Password
Once you enable Secure with password, respondents will receive an email with their password, which they can use to log in to the survey.

In this section, you may also choose how often you want the survey to be sent. To customize that section, select the dropdown to choose if you want the survey to appear once, every minute, daily, monthly, or yearly. From that drop down choose the frequency of which you want to display the survey.

Example: If you select daily and then the number 3, your survey will be deployed once a day for three days.

If you want to secure your survey with anonymity, username and passwords, utilize the icons below.

After you have input the survey setting, select the third step within the distribution process of choosing the recipients. In the Recipients tab, utilize the dropdown to select either an entire contact list from the lists you previously created or a single contact.

Next, you can create a message that your recipients will receive when getting the survey. This can explain the purpose of the survey or instructions on how to complete it. To Compose a Message, select the fourth step within the distribution.

For this example, we will be using the blank template. Select the Blank template to continue.

To compose your message, select first create a subject of your message. Then begin typing your message. You can use the ‘@’ symbol to create custom messages that will use the recipient’s name, email, or phone number.  When composing your message, you have the flexibility to customize the content by modifying the font, color, and paragraph alignment using the editing tools provided. These features allow you to personalize and format the message to fit your needs.

Remember to insert the survey link by using the '@' symbol again and selecting the survey link. If this link is not included, participants will not have any way to access the survey. Once you've finished composing your message, you can choose to save it as a template for future use by clicking the ‘Save as template’ button.

Select the Summary tab to review your work. The “From” field should display the email account configured under the Email Account menu.  You can save this Distribution by clicking the Save Distribution button located on the upper right hand of the page.

The Summary section provides an overview of key distribution details, including Email Details, Survey Details, and other relevant settings. This section serves as a final review point to ensure that all information is accurate and properly configured before sending out the survey for distribution.  Now we can click on ‘Send Test Email’ to see the invitation in action.

At any time that you need to pause and save your progress, you can save this Distribution by clicking the ‘Save Distribution’ button located on the upper right hand of the page.

Sending Out the Distribution

When you’re confident that everything is ready to send to your contact list, From Step 5, click ‘Send’. Your invitation will be sent to your contact list, and data collection begins!

When the invitation is received and the respondent clicks on the URL, they will be able to complete the survey, and the corresponding data will be collected on the platform.

9. Analyzing the Survey Results

To gather your data, navigate to the menu icon at the top left of your screen. Select the Surveys tab.

Once you see a list of your surveys, navigate to the far right of the survey and select the ellipsis (the three vertical dots).

After you have selected the ellipse, select the ‘Dashboard’ icon. This will bring you to the results of your survey. Once in the dashboard, you will be able to see the respondents answering the survey.

Note: A quick way to access the Dashboard is by clicking the Survey Name directly from the list under Surveys.

To better understand the dashboard, we analyze these main components:

Sent via Email	The number of surveys sent using the email distribution method.
Open Rate	The percentage of recipients who opened the email, based on the total number of surveys sent via email.
Responses	The total number of completed responses, regardless of the distribution method (email, anonymous link, or SMS).
Ongoing	The number of respondents who have started but not yet completed the survey, based on surveys sent via email.
Average Time to Complete	The average time it took to complete the survey, regardless of the distribution method.

As you scroll you can choose the type of graph you wish to gather your data under the ‘Analytics’ tab. Or you can switch to the ‘Respondents’ tab to see the direct answers to the questions of the survey.

Congratulations! Now that you have completed your first survey, you’re ready to utilize the many features of the product!

Explore advanced features like logic, branching, themes, translation, and more in the User Manual that will be released soon.