Create a new survey (Quick guide)

You can have a first draft of your survey ready in a few minutes. Let AI draft it from a short description, or build it yourself from a blank page. Either way, you then edit, test and publish the survey in the same editor.

Learn by Watching These Short Interactive Tutorials 


Written instructions (with pictures)
  1. Start a new questionnaire

    Log in to Maptionnaire and go to Questionnaires. Click New questionnaire and choose how you'd like to start:

    • Build with AI (recommended): describe your survey or paste in questions you already have, and AI drafts it for you.
    • Start from scratch: create an empty questionnaire and build it yourself.

    Not sure what you want yet? Try Build with AI anyway. It's often quicker to edit a draft than to start from a blank page, and you can change or delete anything it creates.

  2. Create your draft

    Follow the steps for the option you chose:

    Build with AI
    1. Choose the Main language of your survey.
    2. In Describe your questionnaire, write what the survey is about, who it's for and what you want to find out. You can also paste in questions you've already drafted. Click Continue.
    3. Tell AI whether you have map material, such as planned sites, district boundaries or routes: No map material, Yes, in my Materials (tick the layers you want to use), or Yes, but I haven't uploaded it yet (upload it now, or choose Add later and describe what it will show).
    4. Click Generate. Drafting can take up to a minute.
    5. Your draft opens in preview. Click through it, then click Edit in the top menu to start editing.

    For tips on writing a good description and using your map material, see Generate a survey draft using AI.

    Start from scratch
    1. Choose the Main language.
    2. Give your survey an Internal title (only you and your team see this). The Public title (what respondents see) is filled in automatically with the same name. Change it if you want respondents to see a different title.
    3. Click Create. The editor opens with an empty first page.
  3. Edit your draft

    Whichever way you started, you edit the survey page by page.

    • Add a page: click Add page and choose Map background or Non-map background. You can change the background later.
    • Add content: click Add element to open the Element Library. Choose map questions, other questions, or content such as text, images and videos. To edit an element, click it in the draft. You can find instructions for each setting by clicking the ? symbols.
    • Set the background and layout: use the buttons above the page. See Choose a page background and layout.
    • Set up maps: on map pages, add a basemap, your own layers and a starting view. See Set up map elements in your survey.

    Want to change several things at once, or can't find a setting? Click the Edit with AI button (the sparkle icon, top right) and describe the change (available while your survey is in draft), for example: Add a question about how often people visit to the page "How You Use the Park".

    Keep pages short to avoid scrolling. Need to include a long text? Put it in a Pop-up window.

    Reuse questions, instructions or contact details across your team's surveys by saving them to the element bank.

  4. Style your survey

    Click the palette icon above the page to choose a style template, or select Manage style templates to create your own. Use the cog icon next to it to show or hide page titles, page numbering and the progress bar.

  5. Test your survey

    Click the eye icon above a page to preview it, or Preview in the top menu to click through the whole survey.

    When you want to share the survey with someone outside your team for feedback, go to Publish. Select Publish for testing and click Publish to confirm. Remember to also go to the analysis tool to view test data.

    You can still edit the survey while testing (just remember to click Publish again to make the changes go live). Re-publishing won't affect the link or your survey quota. For more information, see this article.

  6. Add the final touches before launch

    When you've finalized the content of the survey:

    • go to Translate to add any translations using the AI translation tool
    • go to Settings and edit the public title, description and image. They are shown in the preview when you paste the survey link to a social media channel. Leaving them blank can mean that a placeholder text is used instead.
    • enter your organization's website in "Direct respondents to this page..." If left blank, respondents will be directed to maptionnaire.com upon completing the survey. It's a better idea to direct them to your organization or project website.
    • decide if "Allow only one respondent per device+browser" should be on or off. This setting is on by default as it helps prevent spam and allows respondents to return to the survey if they, for example, lose their internet connection. If you want people to be able to take the survey multiple times, or a single device is used by multiple people, you can turn it off. Read more.
  7. Publish the final version

    When you are sure that the survey is ready, go to Publish. Choose Publish final version and click Publish final version to confirm. For more information, see this article.

For inspiration on questionnaire design, why not take a look at our demos and customer stories?

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