How to create an Opinion Survey or Poll

1. Introduction
2. Step by step
  2.1. Create your campaign
  2.2. Configure the questions and answers
  2.3. Other settings
3. Other specifications
4. Related content

1. Introduction

Cool Tabs lets you design a custom opinion survey or poll to learn about the needs, tastes, and preferences of your users.

Set as many questions as you need and combine different types of questions and answers (dropdown list, multiple choice, open-ended questions, etc.).

Find out what your customers think about your products, your services, or any other topic by adding an opinion or satisfaction survey to your website.

SEE DEMO: OPINION SURVEY

2. Step by step

2.1. Create your campaign

First, create your campaign and configure the basic settings. 

New to Cool Tabs? Check out How to get started creating a campaign: basic settings for a full walkthrough.

If you have any questions, contact us at help@cool-tabs.com.

2.2. Configure the questions and answers

The 'Quiz' section of the campaign editor is where you configure your survey's questions and answers.

In an opinion survey, points and categories aren't usually assigned to answers, so check the option 'I don't want to assign points or categories to the answers'.

Check out the different types of questions/answers you can include in a questionnaire or survey.

In this same tab, you'll also find the option to configure the survey structure.

• Display quiz questions on one page and personal data on another. By default, each question is shown on a separate page (step by step), and the personal data form appears on another page.

• Display all questions on a single page. If you check this, the entry form and the questions you create will be shown together on a single page.

• Display personal data first, followed by the quiz. This option is only available when all quiz questions are displayed on a single page. In step-by-step quizzes, the data form is always shown at the end: if you ask for it upfront and the user then has to answer many questions, they're far more likely to abandon the survey without completing it.

2.2.1. Questions

Add and customize your survey questions. Type the question in the corresponding field and, if you like, add a description and set whether answering it is mandatory.

Include as many questions as you need.

Questions can be of several types:

• Text only: includes just the question itself. Example: "How satisfied are you with our customer service?"

• Text + image: useful when the image adds context to the question, for example to rate a specific product. Example: "What do you think of this new packaging design?" + image of the packaging.

In the 'Design' tab of the question settings, you can add:

• An image accompanying the question: optimal size 628x353px.

• A background image for each question: optimal size 810px wide, unlimited height (height may vary depending on the number of answers).

• A video with the question.

2.2.2. Answers

You can include as many answers as you need and, depending on the answer type you choose, accompany them with an image or video.

Choose the answer type based on what you want to find out:

• Single answer. The participant can only pick one option. Use it for "which do you prefer?" or "vote for your favorite" questions, where only one answer makes sense.

• Multiple answer. The participant can select several options. Ideal when you want to know, for example, which purchase channels a customer uses or which product features they value, without limiting them to just one.

• Sortable answer. The participant ranks the options by preference (all of them or just some). Very useful for finding out how your users prioritize different attributes, for example: "Rank these factors by how important they are to you when shopping online (price, shipping, customer service, product variety)."

• Rateable answer. The participant rates each option on a scale, and can rate all of them or only the ones they care about. Perfect for measuring satisfaction or rating different aspects, for example: "Rate the following aspects of our service from 1 to 5: customer service, delivery times, value for money."

Depending on the question type you've chosen, you'll have different options available, such as setting up feedback, moving to the next question automatically when answering, showing a summary of answers on submission, making answers public, or setting a time limit to answer.

Check out the different types of questions/answers you can include in a questionnaire or survey.

2.3. Other settings

2.3.1. Winner selection

If your survey is linked to a sweepstakes, you'll be able to select winners once the participation period has ended.

Check out the tutorial How to select winners and obtain your Certificate of Validity.

3. Other specifications

This feature is available on the Gold and Diamond plans.

You can also create your survey with our 7-day free trial, which lets you test any of our plans.

If you have any questions, contact us at help@cool-tabs.com.

4. Related content

How to access the URL of your campaign to publish it.

How to create a Personality Test.