Steps

A survey's fields are organized into steps. Multi-step surveys walk the visitor through one step at a time (with a progress indicator and Next/Back buttons); each step holds an ordered list of fields you add via the step editor.

Adding and removing steps

Steps sit in a strip of tabs at the top of the editor - one tab per step, plus + to add one. A new step becomes the active tab straight away. Each step has two admin-facing fields (a name and a comment) that help you keep track of what the step is for; these aren't shown to survey visitors, only in the editor. Removing a step (the bin icon next to its title) removes its fields with it.

Steps as tabs; each field row shows its type and flags

Adding a field

Add field opens the field catalog: types grouped into Popular, More and Content, with a search box above them. Hover or focus a tile to see it rendered live on the right, with a short description of what it is for; click it to configure it - settings on the left, a live preview of exactly this field on the right, and Change type in the header if you picked the wrong one. See Field types for every type.

Hover a tile to see it live; click to configure it

Each field in the list shows its type and, where they apply, a Required chip and a Main evaluation or Main feedback chip; drag the handle on the left to reorder fields within a step.

One-step surveys

There's no separate "one-step survey" mode or toggle — it's simply a survey whose steps list has a single entry. Nothing about the editor or the published widget behaves differently; a one-step survey just never shows the multi-step progress indicator or a Next button, since there's nothing to advance through.

One main evaluation and one main feedback question

A survey has one main evaluation question and one main feedback question — the fields carrying the Main evaluation and Main feedback chips. They're what later shows up as "general satisfaction" and the "default feedback text" on the Responses page.

The first numeric-scale field (rating, opinion scale or slider) you add is flagged as the main evaluation question automatically, and the first text field (long text, or a single-line one such as short text or email) as the main feedback question — as long as no other field has that flag yet. It's worth adding your primary rating and comment fields first if you care which ones get picked.

To move a flag to another field, open that field and tick Use as the main evaluation (or Use as the main feedback) on its Meta tab. A warning names the field that has the flag now; saving the field moves the flag over, and the other field loses its chip. A survey never ends up with two.

With no main evaluation or no main feedback question, the step editor shows a warning. A popup survey can't be published until both are set; inline and on-site surveys still can — see Form types.

Back to Survey creation