How to Create a Survey

How to Create a Survey

This guide walks you through creating a complete survey — from designing questions to collecting and analyzing data.

Step 1: Create a New Survey

1. Log in to Mobyform and go to your workspace
2. Click "New Form" → Select "Blank Form"
3. Choose "Standard Form" as the form type
4. Enter a title like "Customer Satisfaction Survey"

Step 2: Design Your Survey Structure

Add an Introduction

Add a "Description Text" component at the top to explain the survey's purpose and estimated completion time.

Thank you for participating in our Customer Satisfaction Survey!
This survey takes about 3 minutes to complete. Your feedback
helps us improve our products and services.
All responses are kept confidential.

Choose the Right Field Types

Recommended Survey Structure

A good survey typically includes:

1. Demographics — Age, gender, role (optional)
2. Core Questions — Questions directly related to your topic
3. Ratings & Scores — Satisfaction, NPS, and other metrics
4. Open Feedback — Free-text responses
5. Closing — Thank the respondent

Step 3: Set Up Conditional Logic

Use conditional logic to make your survey smarter:

Example 1: Show different questions based on satisfaction score

• When "Satisfaction Rating" ≤ 2, show "What areas need improvement?"
• When "Satisfaction Rating" ≥ 4, show "What did you like most?"

Example 2: Branch by user type

• When "Are you a paid user?" is "Yes", show paid experience questions
• When "No", show free feature questions

How to set up:

1. Click the "Logic" tab in the editor toolbar
2. Add a logic rule
3. Set trigger conditions and target fields

Step 4: Customize the Appearance

1. Click the "Theme" tab
2. Pick a preset theme or customize colors and fonts
3. Upload your brand logo (optional)
4. Set a cover image (optional)

Design tips:

• Use your brand color as the theme color for consistency
• Avoid busy backgrounds that distract from content
• Ensure text has enough contrast against the background

Step 5: Configure Settings

Submission Settings

• Set a thank-you message: "Thank you for your feedback! Your input is very valuable to us."
• Enable "Allow resubmission" if you want users to update their answers

Access Settings

• Keep "Public Access" for anonymous surveys
• Enable "Login Required" if you need to track respondents
• Set a deadline if you have a time limit

Notifications

• Enable email notifications to be alerted on each submission
• Or set up scheduled digest notifications for a daily summary

Step 6: Publish and Share

1. Click the "Publish" button
2. Copy the share link and send it to your target audience
3. Download the QR code for offline distribution
4. Embed in your website using iframe if needed

Tips to Improve Response Rate

• Mention the survey purpose and time needed in the email subject
• Set a deadline to create urgency
• Offer incentives (like a raffle) for participation
• Distribute across multiple channels (email + social + QR code)

Step 7: Analyze the Data

Once responses come in, go to the "Data" tab:

1. Statistics Dashboard — Total submissions, completion rate, daily trends
2. Field Analysis — Response distribution charts for each question
3. Cross-tabulation — Compare responses across different groups
4. Export — Export to Excel for deeper analysis

Key Metrics to Watch

• Response rate — Surveys sent vs. completed
• Average completion time — Check if the survey is too long
• NPS score — Net Promoter Score (if using NPS field)
• Open-ended themes — Recurring topics in free-text responses

Best Practices

• Keep it short — Aim for under 20 questions, 5-10 minutes max
• Avoid leading questions — Keep questions neutral and unbiased
• Include "Other" options — Add free-text option to choice questions
• Easy questions first — Start simple, save sensitive questions for later
• Test first — Have 2-3 people trial the survey before publishing
• Use pagination — Split long surveys into pages to reduce fatigue

Related Docs

• Field Types — Explore all available fields
• Conditional Logic — Set up smart logic
• Data Management — Manage and analyze data