Create and edit a survey | Civio Engage Knowledge Base [ ![Civio Knowledge Base](/civio-light.svg) ](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io) [Articles](/articles) [Releases](/releases) [Home](/) [Knowledge base](/articles) [🗳️ Participation tools](/articles?category=13) Create and edit a survey ======================== Updated 2 months ago Search Go Using surveys to effectively gather community feedback ------------------------------------------------------ Surveys use a predetermined set of questions that are asked to a group of people, or a sample of a group. Survey research is particularly useful when you want to describe or explain the features of a large group or multiple groups, or quickly gather general details about a community. There are a wide range of survey question types, but the most useful for gathering quantitative and qualitative data are closed questions on specific topics. Click [here](/articles/9183117053839-When-to-use-which-survey-question-type) for more info on when to use which question type. Create a new survey ------------------- To create a new survey in a project: 1. In the left-hand menu bar, click **Projects**. This displays a list of all existing projects that you have access to. 2. Click on a project to open it. 3. In the project sub-menu, under **Participation**, click **Surveys**. This display the surveys created for this project. 4. Click on the **+** icon located on the right hand side of the screen. 5. Give the survey a **Title**. This will be visible on the public-facing page. 6. Add **Summary** text. 7. Add **Introduction text** which will display above the submission form. 8. To build your survey, click **+Add input**. *Click [here ](/articles/9183021959439-Survey-question-types)for a full list of survey question types and their functions.* 9. Fill out the fields to build your question. Tick **Answer Required?** if you want this question to be mandatory. 10. Click **Add \[input\]** to save. 11. You can sort your inputs into groups (**Add group**), which will help visually differentiate complex surveys for participants. You can also use groups to add conditional formatting for your survey. *For more information about conditional formatting, see further down this page.* 12. *Decide whether survey submissions can be done only by logged-in users or by anyone by selecting **Authenticated** or **Anyone** from the **Allowed submitter** dropdown.* 13. Set an **End date** to determine when this Survey will stop accepting new submissions. 14. Select **Save progress automatically** to control whether user progress is automatically saved as they fill out the survey. When disabled, users must complete the survey in a single session. 15. In **Advanced settings**, you have the option to add a customised submission response message to survey respondents. 16. Once you're finished building your survey, click **Publish.** Add a revision message to describe your changes. 17. You can preview your question formats in the **Preview** tab of the survey page. Change the order of survey questions ------------------------------------ To change the order or your survey questions: 1. Navigate to an existing survey and click **Edit**. 2. In front of each question, there is a graphic with **6 dots.** Click on it, to turn it into a grab icon. 3. **Drag and drop** the question into the preferred order. 4. Once you're finished, click **Publish** at the top of the screen. Add conditional survey logic ---------------------------- If you have a more complex survey, you may want to add conditional logic to some questions. For example, you may want to show a different follow-up question depending on whether the respondent selected "happy with this service or "unhappy with this service in a previous question. To add conditional logic to your survey: 1. Navigate to an existing survey and click **Edit**, or create a new survey. 2. Add a new question or click the question you would like to add the conditional logic to. *Note: You will need at least two questions for survey logic to work.* 3. Once the survey question box is open, scroll down and click **+Add condition** to add conditional logic. 4. Click **+Add condition** to add conditional logic. If more than one condition is added, you can set the Condition relationship between them: 1. If **And** is chosen, then the question will only display if **both** conditions are met. 2. If **Or** is chosen, then the question will display if **at least one** of the conditions are met. 5. In the dropdown of the **If field name** field, select the survey question that should determine whether this question should appear. In the **Value** field, enter the value that should be entered in the selected question, in order for this question to appear. 6. Click **Done** to add the conditional logic. 7. Once you're finished building your survey, click **Publish** at the top of the screen. Duplicate a question -------------------- To duplicate a question in your survey: 1. Navigate to an existing survey and click **Edit**, or create a new survey. 2. Add a new question or click the question you would like to duplicate. 3. Once the survey question box is open, scroll down and click the **ellipsis** icon and click **duplicate** *Note: if a content block is duplicated within a group, the duplicate is positioned within the group* 4. Edit the duplicate question as required. 5. Once you're finished building your survey, click **Publish** at the top of the screen. Edit a survey ------------- To edit an existing survey: 1. In the left-hand menu bar, click **Projects**. 2. Click on a project to open it. 3. In the project sub-menu, under **Participation**, click **Surveys**. This displays all the surveys that exist for this project. 4. When you have selected a survey to edit, click the **ellipsis** at the end of the row to see an extended menu. Click **Edit**. 5. Alternatively, click on the survey you want to edit, then click the **Edit** tab. 6. When you're finished editing, click **Publish**. Delete a survey --------------- You can delete a survey from a project if it's no longer needed, or was created by mistake. This permanently removes the survey and all its content and cannot be undone. Proceed with caution! *Note: you may not have delete permissions as part of your role. If you have any questions about your permissions, contact your Civio Engage administrator.* To delete a survey: 1. In the left-hand menu bar, click **Projects**. 2. Click on a project to open it. 3. In the project sub-menu, under **Participation**, click **Surveys**. This shows all the surveys that already exist for this project. 4. When you have selected a survey to delete, click the **ellipsis** at the end of the row to see an extended menu. Click **Delete**. 5. You'll be prompted with a warning to confirm the action. Click **Yes, Delete this Survey.** 6. Your survey is now deleted. [ Back to articles ](/articles) Table of contents ----------------- © 2026 [Civio](https://civ.io) [Privacy Policy](/articles/privacy-policy) [Terms of Use](/articles/terms-of-use)