How to start building your survey

Once you have provided all of the necessary information about the survey under "Survey set-up", you will be presented with a few different options

You can copy a previous survey from the same event (or a survey from a different event in the same portfolio if a survey exists), use a company template that has been previously set up, use an Explori template or you can start from scratch if you want to start with a blank survey with no other questions.

Copy a previous survey

Where possible we recommend copying the survey used for the event in its last edition in order to have a consistent base of questions used to allow year-on-year comparisons.

If you do not have a previous survey for the event or want a fresh start for your survey, you have the ability to copy another survey from the portfolio that your event is in.

Note that when surveys are copied from within the same product, you will be given the option to either keep the links the two surveys or to break these links. You can find more information about this under Linked Surveys.

Company Template

If you have an event marked as being a template, you will have an option which will appear with the name of your company in order for you to copy surveys from. 

If you do not see the option to copy a survey from a Company Template, this means that your account does not have access to any template surveys. Please contact your account manager or support@explori.com should you wish to set this up.

Explori Template

If you do not have a relevant survey to copy in your portfolio, we recommend using one of Explori's professionally designed survey templates. The templates provide a variety of Explori's benchmarking questions and are a great starting point from which you can add in any questions that are specific to your event.

Start from scratch
Building a survey from scratch is an option but we generally recommend against this due to having survey templates which are present to save you time when creating your survey. However, for shorter ad-hoc surveys you may find it quicker to start with a blank survey rather than using a template and deleting the majority of the questions.