Create a Survey
This guide covers creating a survey from the Told dashboard.
Prerequisites
- A Told account with a team
- A source created (required for in-app surveys, optional for link/email surveys)
Step 1: Start a new survey
- Open your source from the team dashboard
- Click New file → Survey
- Name your survey (e.g., "Product satisfaction Q1")
You're now in the survey editor.
Step 2: Add questions
Click Add question and choose from the available question types:
- Multiple Choice — Predefined options to choose from
- Open Text — Free-form text input
- Opinion Scale — Numbered or emoji rating (1-5)
- NPS — Net Promoter Score (0-10)
- Message — Informational text, no response required
- Contact Info — Collect name, email, phone
- Calendar — Schedule a meeting (Calendly, Google Calendar, HubSpot, Brevo)
For each question, you can:
- Write a title and optional description
- Mark it as mandatory or optional
- Add a cover (image, GIF, or video)
- Set up conditions/skip logic to redirect based on answers
- Translate into multiple languages
Step 3: Reorder and organize
- Drag and drop questions to change their order
- Duplicate a question to reuse its configuration
- Delete questions you no longer need
Step 4: Configure the survey
Use the tabs at the top of the editor to configure:
| Tab | What it does |
|---|---|
| Questions | Add, edit, and organize questions |
| Customization | Set colors, avatar, cover, position — details |
| Triggers | Define when/where the survey appears — details |
| Connection | Set up webhooks — details |
| Publish | Activate the survey |
Step 5: Preview and publish
- Click Preview to test the survey without collecting real data
- When ready, go to the Publish tab and activate the survey
tip
Use preview mode during development to verify triggers and display without polluting your analytics.