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Creating Surveys

!!! info "TL;DR" Two ways to start a survey: the one-click Create PMF Survey button (the standard 4-question PMF survey, ready to edit), or Create Survey, a short wizard that generates custom questions for you. Either way you land in the same builder to add, edit, and reorder questions before publishing.

Starting a Survey

Admin Dashboard → Surveys

Create PMF Survey

If PMF tracking is enabled for your organization, you'll see a Create PMF Survey button. It instantiates the standard 4-question PMF survey as a new draft and takes you straight into the builder, with no setup questions asked. This is the survey that feeds your PMF score (see Analytics); a generic survey created another way does not.

Create Survey

The Create Survey button walks you through a short wizard: pick who the survey is for, what theme or topic it should focus on, and what stage of the user journey it targets. Based on those answers, Canviq generates a set of draft questions for you. You can skip straight to a blank set of questions at any point in the wizard if you'd rather write your own. Either way, finishing the wizard creates the survey and takes you into the builder.

The Survey Builder

Whichever way you started, you land on the same builder page:

Admin Dashboard → Surveys → [Your Survey]

Survey Details

  • Title: Shown to you in the admin list; edits save automatically when you click away from the field.
  • Description: Optional, same auto-save behavior.

Questions

Click Add Question, pick a type from the dropdown (see Question Types for the full list), and it's appended to the survey. For each question you can:

  • Edit the question text and an optional description shown as help text.
  • Mark it Required.
  • Reorder it up or down relative to the other questions.
  • Delete it.
  • Add a skip-logic rule so it only shows for certain answers. See Logic & Branching.

There's no separate preview mode today. The fastest way to check how a survey reads is to publish it and open the shareable link yourself before sharing it further.

Publishing

When the survey is ready, click Publish. This moves it from Draft to Published and gives you a shareable link. See Distribution for what to do with it, including sending it straight to a CSV list of email addresses. You can Pause a published survey to stop new responses temporarily, Resume it later, or Archive it to close it for good.

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