Steps

1. Go to the Edit survey template page

2. You arrive in the Survey Editor

3. On the left column are two panels

   1. Your Questions Library

   2. Public Questions Library

4. Your Questions Library lists the Fields and Progress Trackers that you have created and/or which are owned by your organisation. Click Add to add one of these Fields to the survey template

5. Public Questions Library lists all the Fields and Progress Trackers that are available within the platform for you to add to your survey. Click Add to add one of these to the survey template

6. In the Public Questions Library you can use the filters to only display Fields of a particular type

7. When you are on the Edit Survey Template page (rather than the Create Survey Template page), the Add new field button appears.

   

8. Click this to launch the Create New Field popup that will allow you to create a new Field-based question to add to the survey template.

   

9. When you add a question it appears in the right column that shows the Questions in the survey template

10. Use the other options in the survey editor to reorder the questions, set questions as mandatory, add points to questions. To add skip logic, read the guidance.

11. Scroll to the bottom and press Save