Surveys are powerful tools used to collect feedback from your customers. They can provide insights on what your customers are thinking about after completing a transaction with your company, or how they feel about your brand. This type of qualitative information explains the behavior and motivations of your customers and complements the quantitative and transactional data you collect.

Adding a new survey to your platform

Creating a survey follows the same steps as integrating any other data source into Y42.

  1. Click on Integrate in the left navigation bar.

  2. Click Add... in the top right-hand corner of your screen.

  3. Search for Y42 Survey, type a name for your survey and choose whether the survey should be public or private.

  4. Click on Create.

You’ve now created a new survey, and can begin working on the content! You will automatically be redirected to the survey builder to get started on the content. 

Adding and editing questions

Once you’re on the survey builder page, the left sidebar has a number of questions used by most types of surveys. These include a welcome and end screen, text input, numerical input, and date and time. You can read more about all different question types -> here. To add a question to your survey:

  1. Click on the question and it will automatically appear in your survey

  2. To see an example of the answer option, hover over the symbol which appears next to the question type.

  3. New questions will be added underneath existing questions and in a numerically descending order.

To add the content of a question in your survey:

  1. Click on the question you would like to add content to

  2. Create a title for your question (this is only visible to people in your organization)

  3. Type the question you wish to ask where it says Insert your question.

To edit the order of your question in the survey, click on the number in the left-hand corner of the question you wish to move, hold it, and drag the question to its new location.

Further question editing options

Every question can be customized to your needs. By clicking on any individual question, a new menu appears on the left-hand side. This menu allows you to add answer options for multiple-choice questions, set word limits for text box answers, and add images to go above questions, among others. You can also add a description to provide more context for each question and make questions required. 

What’s Next?

If you would like to personalize your survey depending on your customer's response to your questions, click here to read more about how to implement skip logic. If you would like to know more about different survey question types and when to use them, read more about them here. If you're done creating your first survey, you’ll need to save and publish it.


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