Adding and Editing Questions

1. Open your survey in edit mode
2. Click the Add Question button
3. Select a question type from the menu
4. Configure the question
5. Click Save

Your new question appears at the bottom of the survey.

When you click "Add Question", you'll see all 9 types:

Text Input:

• Text (short/long form)
• Email (validated)
• Phone (validated)
• Number (numeric)
• Date (calendar picker)

Selection:

• Multiple Choice (select one)
• Checkboxes (select multiple)
• Rating (1-5 stars)
• Yes/No (binary)

Learn more about each type in Question Types.

The most important setting—what you're asking:

Best practices:

• Be specific and clear
• Avoid jargon or complex language
• Keep it short (under 100 characters if possible)
• Ask one thing per question

Examples:

❌ Bad: "Thoughts?" ✅ Good: "What could we improve?"

❌ Bad: "How was your experience with our staff and the cleanliness and the overall service?" ✅ Good: "How would you rate the friendliness of our staff?"

Toggle Required to make a question mandatory:

Required Questions (must be answered):

• Main score question (NPS/CSAT/CES)
• Critical information you need for every response
• Qualification questions that affect survey flow

Optional Questions (can be skipped):

• Open-ended text questions
• Contact information (email/phone)
• Detailed feedback questions
• "Anything else?" type questions

Add optional helper text below the question:

When to use:

• Clarifying what you're asking
• Providing examples
• Explaining why you need the information

Example:

Question: "Which service did you receive?" Description: "Select the main service from your appointment today"

For text/email/phone/number questions, add placeholder text that appears in the empty field:

Examples:

• Text: "Share your thoughts here..."
• Email: "your.email@example.com"
• Phone: "(555) 123-4567"
• Number: "e.g., 5"

After selecting "Multiple Choice":

1. Add Options:

   • Click "Add Option"
   • Type the option text
   • Click "Add" or press Enter
   • Repeat for each option (minimum 2)

2. Edit Options:

   • Click the pencil icon next to an option
   • Change the text
   • Click Save

3. Delete Options:

   • Click the X icon next to an option
   • Confirm deletion

4. Reorder Options:

   • Drag the handle (⋮⋮) next to each option
   • Drop in the desired position

5. "Other" Option:

   • Toggle "Allow 'Other' option"
   • Adds a text field for custom answers

Configuration is identical to Multiple Choice, but customers can select multiple answers.

Don't forget: Add "(select all that apply)" to your question text.

Settings:

• Maximum Stars: Choose 3, 4, or 5 stars (5 is default and recommended)
• Required: Toggle on/off
• Half Stars: Allow 0.5 increments (optional)

Settings:

• Minimum Value: Lowest allowed number (e.g., 0)
• Maximum Value: Highest allowed number (e.g., 100)
• Allow Decimals: Toggle on for decimals (e.g., 4.5)
• Decimal Places: If decimals enabled, choose precision (1-4 places)

Settings:

• Earliest Date: Minimum selectable date (optional)
• Latest Date: Maximum selectable date (optional)
• Default Value: Pre-selected date (optional)

These validate format automatically. No additional configuration needed beyond:

• Question text
• Description (optional)
• Required toggle
• Placeholder text (optional)

Simple configuration:

• Question text
• Required toggle
• Perfect for triggering conditional logic

Settings:

• Field Type: Short (single line) or Long (multi-line)
• Maximum Length: Character limit (optional)
• Minimum Length: Minimum characters required (optional)

1. Find the question in your survey
2. Click the Edit button (pencil icon)
3. Make your changes
4. Click Save

Always safe:

• Question text
• Description/help text
• Placeholder text
• Required/optional status
• Options (add/remove/reorder)

Edit with caution (if survey has responses):

• Question type (can corrupt data)
• Option values in multiple choice (can break reports)
• Number ranges (can invalidate existing answers)

Cannot edit (if survey has responses):

• Question type fundamentally (text → multiple choice)

Save time by copying existing questions:

1. Click the three dots menu (⋮) on a question
2. Select Duplicate
3. A copy appears below the original
4. Edit the duplicate as needed

When to duplicate:

• Similar questions with slight variations
• Reusing the same multiple choice options
• Creating question sets (rate cleanliness, rate staff, rate service)

1. Click the three dots menu (⋮) on the question
2. Select Delete
3. Confirm deletion

Safe to delete:

• Survey is in Draft with no responses
• It's a duplicate or test question
• You're restructuring the survey

Don't delete if:

• The survey has responses (responses will be lost)
• Other questions reference it in conditional logic
• You might need the data later

Better option: Archive the survey and create a new version.

Each question has an expandable settings panel:

• Question Label: Internal name (for your reference)
• Show Question Number: Display "1.", "2.", etc.
• Column Width: Full width or half width (for side-by-side layout)

• Conditional Logic: Show/hide based on previous answers
• Skip Logic: Jump to different questions based on answer
• Piping: Use previous answers in question text

Learn more in Conditional Logic.

• Required/Optional: Must be answered to proceed
• Custom Error Message: Show specific message if validation fails
• Format Validation: For text fields (email, URL, etc.)

For rating/multiple choice:

• Assign Point Values: Give numerical values to options
• Weight: Make some questions worth more in total score
• Custom Scoring: Advanced scoring rules

As you add and edit questions:

1. Click Preview in the top right
2. See exactly how customers will see the survey
3. Test on desktop and mobile
4. Make adjustments as needed

• Answer questions to see skip logic
• Try submitting with required fields empty
• Check conditional logic triggers
• Verify validation messages

Learn more in Preview Mode.

Order questions strategically:

1. Main score question first (NPS/CSAT/CES)
2. Follow-up "why" (text question about the score)
3. Segmentation (which service, which location)
4. Additional ratings (staff, cleanliness, value)
5. Demographic/contact info (if needed)
6. Final open-ended ("Anything else?")

Organize related questions:

1. Click Add Section Header
2. Enter a title (e.g., "About Your Visit")
3. Questions below appear grouped under this header

Move questions up or down:

• Click the up/down arrows next to each question
• Or drag using the handle (⋮⋮)

Learn more in Reordering Questions.

Begin with 2-3 essential questions:

• Main score question
• "Why?" (text)
• "Anything else?" (optional text)

Add more only if you'll use the data.

Before finalizing:

• Answer each question yourself
• Have a colleague test it
• Verify all options/ranges make sense
• Check mobile display

For your own reference, use descriptive labels:

• ❌ "Q1", "Q2", "Q3"
• ✅ "NPS Score", "Improvement Comments", "Service Type"

Every question reduces completion rate:

• 1-3 questions: ~80% completion
• 4-6 questions: ~60% completion
• 7-10 questions: ~40% completion
• 10+ questions: ~20% completion

Focus on quality over quantity.

Now that you can add and edit questions:

1. Reorder your questions - Organize the flow
2. Add conditional logic - Create smart surveys
3. Preview your survey - Test before sending
4. Customize survey settings - Branding and options

Can I edit questions after sending the survey? Yes, but changes only affect new sends. Existing responses remain unchanged.

What happens if I delete a question with responses? All responses to that question are permanently deleted. Archive the survey instead if you need the data.

How many questions should I include? Start with 2-3. Add more only if completion rates stay above 60%.

Can I reuse questions from other surveys? Yes! Duplicate the survey or copy/paste question text and options.

Ready to build the perfect survey? Start adding questions! ✏️