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Creating Surveys

!!! info "TL;DR" Build surveys in minutes using Canviq's drag-and-drop builder. Add questions, configure settings, preview across devices, and publish. No coding required.

Access the Survey Builder

Navigate to Admin → Surveys → Create Survey from your dashboard. You'll land in the visual builder with a blank canvas.

Step 1: Survey Settings

Before adding questions, configure survey-level settings:

  • Survey Title — Internal name (e.g., "Q1 2026 NPS Survey")
  • Description — Optional context for your team
  • Welcome Message — Shown to users before the first question
  • Thank You Message — Displayed after submission
  • Allow Anonymous Responses — Toggle to permit responses without authentication
  • Shuffle Questions — Randomize question order to reduce bias
  • Show Progress Bar — Display completion percentage to users

Step 2: Add Questions

Click Add Question to open the question panel. For each question:

  1. Choose Question Type — Select from multiple choice, rating, free text, matrix, NPS, or other types
  2. Enter Question Text — Write your question (supports Markdown)
  3. Configure Options — Add choices, set rating scales, define matrix rows/columns
  4. Mark as Required — Toggle whether the question must be answered
  5. Add Help Text — Optional guidance shown below the question

Reordering Questions

Drag questions up or down using the handle icon on the left. The order you set is the default order shown to users (unless "Shuffle Questions" is enabled).

Duplicating Questions

Click the Duplicate button to create a copy of a question with all settings preserved. Useful for creating similar rating questions or multiple choice variants.

Step 3: Configure Logic & Branching

Add conditional logic to show or hide questions based on previous answers:

  1. Click Add Logic Rule on any question
  2. Select the trigger question (the question whose answer determines visibility)
  3. Choose condition (e.g., "equals", "contains", "greater than")
  4. Set the target value (e.g., "Yes", "5 stars")
  5. Define action (show or hide the current question)

Logic rules are evaluated in real-time as users respond. See Logic & Branching for advanced patterns.

Step 4: Preview

Click Preview in the top-right to see how your survey appears to users. Preview mode:

  • Shows the survey as users will see it
  • Does not save responses
  • Lets you test conditional logic and branching
  • Displays on desktop and mobile viewports

Switch between device previews using the device selector (desktop, tablet, mobile).

Step 5: Configure Distribution

Before publishing, set up distribution channels:

  • In-Product SDK — Enable SDK widget and configure targeting rules
  • Email Campaign — Schedule email send to specific user segments
  • Shareable Link — Generate a public URL for sharing

See Distribution for detailed channel configuration.

Step 6: Publish

When ready, click Publish Survey. This makes the survey live and starts collecting responses.

Once published, you can:

  • View Responses — See real-time response data and sentiment analysis
  • Edit Settings — Modify welcome message, thank you message, or distribution settings
  • Pause Collection — Temporarily stop accepting responses without closing the survey
  • Close Survey — Stop accepting responses permanently (can be reopened)

Editing Published Surveys

After publishing, you can edit:

  • Survey settings (title, messages, distribution)
  • Question text (for minor corrections)
  • Logic rules

You cannot:

  • Delete questions (would break existing response data)
  • Change question types (would invalidate existing responses)
  • Reorder questions significantly (would confuse in-progress respondents)

For major changes, create a new survey version instead.

Survey Templates

Canviq includes pre-built templates for common use cases:

  • NPS Survey — Net Promoter Score with follow-up question
  • Feature Prioritization — Rank and rate feature requests
  • Post-Launch Feedback — Satisfaction, bugs, and suggestions
  • Churn Prevention — Exit intent survey for disengaged users
  • Bug Impact Assessment — Severity, frequency, and workaround questions

Click Use Template when creating a survey to start from a template instead of a blank canvas.

What's Next