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Creating an online survey

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Our Citizen Space Quick Start Guide to creating a consultation is a great resource for building your consultation for the first time. This article talks you through creating an Online Survey, and pulls together useful links from across the Knowledge Base.

Initial set-up

The very first thing to do is to add your consultation and give it an overview, then you can begin to create your online survey.

For the Overview, on the Consultation Dashboard select option 1. Edit Consultation Details.

The top section of the consultation dashboard showing '1 edit consultation details' circled

Complete the relevant details in Edit Consultation Details to build your Overview page - you can find information on how to complete this part in our 'Citizen Space initial consultation set up: Detailed instructions' article. Then, return to the consultation dashboard.

Now, select option 2. Online Survey.


Step 1 - Online survey settings

The first page you will see is 'Online Survey Settings'. Here you can:

Online survey settings page showing where to change the link text, question numbering, progression format and intro text box


Step 2 - Add Pages and Questions to your survey

Now, you are ready to add your pages and questions.

When you begin, there will already be one 'Introduction' page in your survey. This contains three default questions to get you started. These three questions have some added functionality. You can choose to edit this page title and/or to edit or remove the questions in it if you wish.

To add your own first page, follow the instructions in this article, which explains how to add, edit and re-order pages.

Start adding questions to your pages. Read more about adding questions here.

Read these related articles for more information:


Step 3 - Add Extras

Read more about how to add in extra details such as images, documents and links to your pages and questions, via the following articles:


Step 4 - Preview Your Consultation

You can preview your consultation at any time and can skip directly to certain pages and questions if you wish. To preview, you can click Preview consultation from the consultation dashboard:

The top section of the consultation dashboard showing '5 Preview consultation' circled

For more help on how to make the most of the preview functionality Citizen Space provides, have a gander at this article on Previewing.

If you need sign off on your consultation before publishing, the following article explains how to send a preview to a colleague who does not have a Citizen Space administrator login - Share Preview Link


Step 5 - Publish Your Consultation

When you're totally happy and ready to publish your consultation, head to the consultation dashboard and select the big, green Publish button:

The top section of the consultation dashboard showing the 'Publish' button circled