First steps
Create your first inline survey.
This short guide follows the essential workflow. Nothing is published while you are editing a local draft.
1. Choose a starting point
Choose New for a blank survey or a template, or open the AI assistant. Community event is a useful learning template because it includes choices, a scale, inputs, a checkbox and a multiple-answer question. A template is copied once and remains fully editable.
2. Write and connect
Edit the introduction and story paragraphs. Insert each question marker at the exact phrase respondents should select. Choose one answer for mutually exclusive options and enable Allow multiple answers only when several options may genuinely apply.
3. Set the respondent experience
Choose the respondent language, layout, appearance and accent. Decide whether to show an approximate duration and a print button. Download JSON when you want a portable editable backup; ordinary drafts otherwise stay in this browser.
4. Validate and test
Resolve every Validation item. In live and Full preview, answer all questions, select several multiple-answer options, skip optional questions, edit answers, reload, reset and submit. Check both desktop and mobile widths.
5. Publish and activate
Choose Database, Email or Database + email according to whether dashboard responses and exports must remain available. Send the activation email and open its private link. The still-open wizard may need a few seconds to display the confirmed state.
6. Distribute
Use the hosted respondent link, download the standalone HTML, or use both. Public survey settings can add availability dates, a readable address, an access code, a QR code and website sharing. Do not edit the generated HTML manually.
7. Manage safely
Keep dashboard access private. Use the dashboard to review retained responses, statistics and exports, pause temporarily or close permanently. Open in editor inspects a published survey; its first content change creates a separate draft version.
Need the complete reference?
The manual covers every editor section, privacy, email queues, exports, lifecycle states and troubleshooting.