Table of Contents
Surveys
Surveys
Learn how to collect structured participant feedback at scale.
What Are Surveys?
Surveys in Great Question help you collect structured feedback from participants — whether you’re validating a new feature, measuring satisfaction, or gathering quantitative insights.
Why Surveys Matter
- Scalable: Collect hundreds of responses quickly without losing data quality.
- Flexible: Use surveys as standalone studies or to complement interviews.
Common Use Cases
Use Case | Description |
Measure Customer Satisfaction | Collect feedback after product launches, updates, or support interactions to track sentiment and identify areas for improvement. |
Screen Participants for Future Studies | Use short surveys to qualify participants for interviews, usability tests, or longitudinal research. Helps ensure you’re talking to the right people. |
Validate Concepts or Ideas at Scale | Quickly test early-stage product concepts, designs, or messaging across a larger audience to spot trends and preferences. |
Collect Quantitative Data | Combine rating scales, multiple-choice, and open-text questions to quantify user opinions while still capturing context-rich insights. |
Track Longitudinal Feedback | Run recurring surveys (e.g., quarterly or post-release) to measure changes in user satisfaction, perception, or behavior over time. |
Complement Qualitative Research | Pair surveys with interviews or focus groups to validate qualitative findings with broader quantitative data. |
How to Set Up A Survey
Step 1: Create Your Study
- Navigate to Studies in the left-side menu.
- Click New study and select Survey.
- Configure study details, including:
- Title and research goal
- Participation limit
- Participant segments (optional)
- Time commitment
- External recruitment (optional)
- Incentives (optional)
- Screener questions (optional)
- Consent form
- Custom study attributes
- Automatic slot release settings
- Participant language preferences
- Review your plan, then click Next.
Step 2: Set Up Your Screener (Optional)
- Add multiple-choice, text, or scale questions using the screener editor.
- Apply logic under Preferences or view full rules under All Logic.
- Review and click Next.
Step 3: Configure External Recruitment (Optional)
If using User Interviews for sourcing:
- Enter participant count, request title, description, and recruitment criteria.
- Review and click Next.
Step 4: Build your survey questions
Use the built-in survey creator to design questions and tailor the participant experience.
Add and configure questions
- Add questions using supported formats (e.g., multiple choice, scale, text).
- Include helper text when you want to clarify instructions (optional).
- Mark questions as Required when a response is necessary to proceed.
Get help writing questions (optional)
- Use AI-assisted question generation to draft survey questions based on your research goal.
- Review, edit, add, or remove AI-generated questions at any time before publishing.
Enhance questions with media
- Add images to survey questions to provide context or visual references.
- Supported file types include PNG, EPS, JPEG, and GIF (any size supported).
Customize logic and data mapping
- Use Attributes to map responses back to candidate profiles.
- Apply Skip Logic to control question paths based on participant responses.
Reuse existing content
- Insert saved questions from the Question Library or Templates to speed up setup and maintain consistency.
External Survey Setup
If you have your own survey link, toggle it on here during study creation:
When using your own survey link, these are the options available:
With the exception of Qualtrics, external survey tools do not automatically report completion status back to Great Question. For these tools, you may need to manually mark participants as completed once confirmed in the external tool.
Here is what's required for each option selected:
Formsort
- Client ID
- Flow ID
- Variant ID
- Survey link
- Embed Candidates Attributes (optional)
SurveyMonkey, Google Form & Other
- Survey link
- Embed Candidates Attributes (optional)
Qualtrics
Qualtrics offers the most complete experience when connected through the native integration. To enable full functionality, connect the Qualtrics integration and provide:
- Organization ID
- Datacenter ID
- Client ID
- Client secret
Step 5: Review and Publish
Check all sections for accuracy. When ready, click Create to publish your study.
Managing Your Study After Publishing
Once your Survey is live, there are several areas you may want to configure or monitor before and after inviting participants. These actions fall into three categories: Setup, Execution, and Results.
Setup
These areas help you fine‑tune your study before inviting participants.
Plan
Return to the Plan step anytime to adjust details such as participant limits, incentives, study attributes, or segments.
Survey
You can view your survey and make any adjustments necessary.
Incentives (if applicable)
Manage incentive settings and make any adjustments necessary.
Screener (if applicable)
You can edit screener questions or update logic if your qualification criteria change.
Emails
Customize participant-facing communications—including screener invitations, study invites, task reminders, and completion emails.
Pages
Update the Landing Page and Screener Disqualification Page to ensure participants receive the correct instructions and messaging.
Automations (Unmoderated Studies Only)
Enable automatic reminders to streamline participation:
- Send invitation reminders to candidates who have not responded within 24 hours.
- Send task reminders to participants who have not completed the test after 24 hours.
Notifications
Choose which email alerts you want to receive related to this study.
Execution
Once the study is live, these sections help you manage participants and monitor activity.
Participants
Add candidates, track their progress, and take actions such as inviting, removing, or reviewing participant status. This is where most post-publish activity takes place.
Recruitment Requests (if applicable)
Manage recruit requests and make any adjustments necessary.
Stats
View email performance metrics such as delivery, opens, and clicks.
Screener Responses (if applicable)
Review individual or aggregate responses to your screener questions to determine eligibility.
Results
Use these areas for analysis and reporting.
Repository
View the artifacts related to this specific study.
Summary
The Summary view gives you both a high-level and participant-level view of your Survey results, making it easy to evaluate overall results.
To export the results, use the Export CSV button towards the top right corner:
How to Troubleshoot Surveys
Issue | What's Happening | How to Fix It |
Participants not receiving survey invite emails | The email wasn’t sent or bounced, or sender settings aren’t configured. | Go to the Stats tab and check the delivery status. Resend the invitation. Ensure your default sender email is correctly set under Profile → Default Email Sender. |
Participants can’t submit the survey | Required questions are missing responses or logic errors exist. | Review your survey questions and check that required fields are clearly labeled. Test in Preview mode before re-inviting participants. |
Survey progress not recorded | The participant exited early, or the survey timed out. | Remind participants to complete surveys in one sitting and avoid closing their browser mid-way. For long surveys, consider breaking them into sections. |
Participants marked as “Started” but not “Completed” | They didn’t finish or didn’t click Submit at the end. | Double-check your Automatically release participant slots settings on the Plan tab. |
Survey responses missing in repository | Responses were saved but filtered or not synced yet. | Check both the Summary and Individual responses tabs. Try refreshing the repository or exporting data to CSV. |
Logic jumps or skip patterns not working | Question Logic wasn’t properly linked between questions. | Edit the survey in the Survey tab, open each question, and confirm that your Question logic paths point to the correct next question or block. |
Exported CSV missing data | Filters were active during export. | Clear all active filters before exporting your data. Then re-download the CSV for a complete dataset. |
Participants report wrong language | Participant language setting not configured. | Go to Plan → Participant language experience and choose the correct language for your audience. Republish your survey afterward. |
Still need help?
Reach out to us anytime in the app or email us at [email protected]!
