A complete guide to creating your first survey with Zoho Survey from A to Z

#1. Create a new survey

Log in to your Zoho Survey account → scroll down and select “Create survey from scratch.”

Zoho Survey will ask you to name your survey for easier management later. For example, name it “BENOCODE Sample” → then click “Create” to continue.

Next, Zoho Survey will ask you to select a category to classify your survey. In this example, choose "Education," meaning the survey questions will relate to education.

Click “Create survey from scratch” again → the application will take you to the builder interface to design your survey, as illustrated below.

#2. Name the page

In the newly created interface, you’ll see “Page 1” labeled as “Untitled.”

Rename the page by clicking on “Untitled.” In this example, name Page 1 as “Part 1: Learning Experience.”

Besides the title, you can also add a brief description of the page, as shown in the illustration.

Click “Save” to continue.

#3. Create the first question

Go back to the main interface and click on “Paste your questions here” to create the first question for the page.

Alternatively, you can drag options from the left panel and drop them in the center to create a question in your preferred format, such as short-answer or multiple-choice questions.

At this point, the interface will appear as follows:

On the right side, Zoho Survey provides guidance for new users. Simply enter your question in the left panel.

For example, enter: “How satisfied are you with the teaching quality at your school/class?”

The right panel will then switch to a preview mode for easy review.

You can also add an image to illustrate the question. If you want to change the question format, click on “Short answer,” and a menu will appear with different options.

Once you're done, click “Save” to continue.

#4. Add more questions

After creating the first question, add a second one using the drag-and-drop method.

For example, drag the “Multiple answers” option and drop it in the center → click “Save” to continue.

A new dialog box will appear. In the “Question” field, enter your question, such as:

Similarly, add answer choices in the “Answer” section. Since this is a multiple-choice question, enter multiple lines, each representing an answer option.

If you want to allow respondents to provide another response, select "Add 'Other' Field" and enter a label in the "Field label" box → click “Save” to continue.

Repeat the process to add more questions to Page 1 as needed.

#5. Add a new question page

At this step, create Page 2 next to Page 1 to display a new group of questions for a different purpose.

To start, go to the right menu → click the “+” sign to add a new page.

Adding questions follows the same steps as Page 1. In this example, name Page 2 “Education Service Evaluation,” with questions focusing on service assessment, such as:

#6. Review the survey

Once the survey is designed, review it by clicking the “Preview” button in the top-right corner.

This preview mode shows exactly what participants will see when taking the survey. Zoho Survey allows you to switch between different views, such as mobile, tablet, and laptop modes. You can also scroll, flip through pages, and check both content and layout.

#7. Export or publish the survey

After reviewing, you can export the survey for specific purposes. To do this, click “Advanced Options” next to the “Preview” button.

A menu will appear with the following options:

• Export as PDF: This option allows you to save the survey as a PDF file for storage or sharing.
• Print Survey: This option enables direct printing, useful for paper-based surveys.

If you want to publish the survey and generate a link for online responses, go to the top menu and select “Launch” → then click “Publish” from the left menu and confirm by clicking “Publish.”

In the same left menu, go to “Access” > “Online” to find the survey link.

Now, simply share the link to start collecting responses as needed.

These are the complete step-by-step instructions to help you design, review, and publish a fully functional survey in Zoho Survey. Start practicing and explore the great features this tool offers!

[EmbedSoftware ids="52"]