Create a survey using an activity template

Use an activity template to create a survey and learn more about industry-approved survey techniques.

1. Open the Surveys app and click New Project.
2. In the top left corner of the page, click Templates.
   Tip:

   • Use the menu in the top right corner of the page to filter templates by category. To view all templates again, click Clear to remove the filter.
   • For a detailed description of an activity template, click Information.
3. Under the activity template that you want to use, click Create.
4. Optional: Edit the survey name.

   You can edit the survey name at any point. If the field is left blank, it will revert to the last saved name.

   Result:

   The survey name is visible to participants in:

   • The browser tab
   • Portal activity notifications

   Tip: If you navigate away from your survey, click the survey name in the Activities page to return.
5. For more information and instructions on how to set up the survey, see the Readme page.
   
6. Replace the placeholder text in each survey object.
7. Optional: Preview your survey.

   Option	Description
   To test the entire survey	On the Set up toolbar, click Preview.
   To begin the preview from a specific question	Beside the question name, click Preview.

8. Click Leave Activity to close your survey.