zoho survey
How do I search for a survey?
You can find surveys easily by typing keywords into the search bar on the My Surveys page.
How do I create a tag?
Adding tags will help you find surveys later when you search on the tags. You can create tags in the following places: Edit survey name Duplicate survey To add tags while editing the survey name: Click the survey name on the top banner. Type tags for ...
How do I filter by tags?
Filter surveys by using tags and find surveys associated with the tags on the left pane of the My Surveys page. You can also remove the tags by clicking , next to the tag.
How do I access my surveys?
Managing your surveys is easy with Zoho Survey. Find your surveys, apply filters, trash, and restore them all in one place. To access the My Surveys page: Click the Zoho Survey logo in the upper-left corner of the page. If you're an Enterprise user, ...
How do I delete a survey?
Use the Delete function to remove unused surveys. Deleted surveys are first moved to your Trash and can be restored later, if needed. You can also delete them from the trash to remove them permanently. To move a survey to the trash, click to the ...
How do I add a title to my survey?
To add a title to your survey: If you are a paid user, click Browse in the Header section. Select one from the following: Use survey name: To use the survey name as the survey title. Use specific text: To use anything other than the survey name as ...
How do I embed an in-mail survey in my email or mass email campaign?
To generate an embed setup: Select the service in the Service list that you want to generate the HTML for. Edit the fields in the Include your customer data section to add additional custom variables or merge tags. Click the edit icon to edit how ...
How do I ensure I receive only one response per respondent for my in-mail survey?
To prevent multiple responses for your in-mail survey: Click the Generate HTML tab and select Restrictions. Select the following: One response per unique URL: Generate a unique ID for each respondent. Parameter name: Type the parameter name to be ...
How do I ensure I receive only one response per respondent for my in-mail survey?
To prevent multiple responses for your in-mail survey: Click the Generate HTML tab and select Restrictions. Select the following: One response per unique URL: Generate a unique ID for each respondent. Parameter name: Type the parameter name to be ...
How do I merge more tags or parameter to my in-mail survey? How do I collect more information on each respondent to my in-mail survey?
To merge more tags: Click + Merge Tags to add a merge tag. Click + to add more merge tags. Click x to delete merge tags you have added. Click Generate HTML. You can copy the generated code and paste it into your email templates. Click <-- Back to go ...
How do I enable or disable the recording of IP addresses in my reports for my in-mail survey?
The Generate HTML tab has two sections: Restrictions: Set restrictions to enable or disable the recording of IP addresses in your reports for your in-mail survey. Embedded HTML: Generate an HTML code for your survey that can be embedded ...
How do I personalize what appears to my respondents after they answer my in-mail survey?
To change your survey's default end page: Select what you want your respondents to see after they answer your survey in the Default end page section: Zoho Survey's Thank You page: Send respondents to Zoho Survey's default Thank You page. Show summary ...
How do I setup what appears to my respondents after they answer my in-mail survey?
You can add an end page logic and decide what should appear to your respondents after they answer your in-mail survey. To add logic to your survey end page: Click Add Logic in the End Page Logic section. Select a question in the If list. Set a ...
How do I add a logo to my in-mail survey?
The landing page is a customizable page where respondents land when they select an answer in the in-mail survey. You can customize the survey end pages by adding logic to send specific audiences to different end pages based on their responses. To ...
How do I create an in-mail survey?
In-mail surveys are perfect when you want to embed a short survey in your email. Type in your question and your survey is ready. In-mail surveys can have only one question and it generates an HTML setup that can work with any email marketing ...
How do I create a survey from an existing survey?
You can also create new surveys based on one that you've already made. Just tweak the questions here and there, and it's ready to go. To copy from an existing survey: Click Copy From Existing. Your existing surveys will appear on the left. Click ...
How do I create a survey from the template gallery?
Pick one of our ready-to-use templates to easily create professional-looking surveys. To create a survey using templates: Click Templates Gallery. The survey templates appear on the left. Search and pick the template you'd like to use and click ...
How do I create a survey from scratch?
Zoho Survey provides a user-friendly interface for creating customized surveys to help you start gathering customer feedback right away. There are four ways to create surveys: Blank Survey Template Gallery Copy From Existing In-mail Survey In this ...
Introduction to Zoho Survey
Zoho Survey was launched to cater to the growing needs of the survey market. Whether you're a business person, a professor, an artist, or a college student, Zoho Survey helps you serve a diverse audience. You can now create surveys by using over 25 ...
Setup
Departments This feature is available for enterprise users. A single organization can have one survey account with multiple users allowed access to create and send surveys. Learn how to create a department. Custom domain When you want to publish a ...
Reports
Reports Reports provide valuable statistics to help you interpret survey results. Read more on reports. Custom Report Drill down on your reports by bringing focus to a few questions through Custom Reports. Learn how to customize your report. ...
Email Distribution
Email Distribution When you want to send your survey to your email lists within Zoho Survey, without having to switch a tab. Track the responses and see the details of how many of your respondents have opened your invite, how many are yet to open it, ...
Buy Responses
Buy Responses When you don't have respondents that qualify your requirements. The buy responses feature helps connect with qualifying respondents and purchase responses. You can also set survey disqualification logic to identify respondents who fit ...
Launch
Offline Survey When your survey respondents do not have an active network connection, you can set up offline response submissions. The data will be uploaded to the account once a connection is up and running. This feature is suitable for mass ...
Themes
Themes When you want to customize your survey to match a particular aesthetic. You can change the background, font, and alignment to suit your brand's identity. Read for more information on how to change the look of your survey.
Advanced Options
Custom Variable Track your respondents' data and add information to your survey. Learn how to use a custom variable in your survey. Trigger Emails Use this when you want to receive an email every time someone completes your survey, or if you'd ...
Question Types
Question types There are two types of questions: open-ended and close-ended. Open-ended questions are those that allow the respondents to enter any kind of information. A few such response collection tools include Single Line and Multiple Lines. ...
Logic
Logic When you want to define how your respondents will move through the questions. Using their answers, you can route them to a different page or hide irrelevant questions altogether. This helps shorten the survey for respondents who do not fit your ...
Question Editor
Piping When you want ask a question based on a previous response. You can pipe in variables from previous questions and customize follow-up questions. Read this to see how it works. Question Hint When you want to give an extra piece of information to ...
Tags
Tags Use Tags when you want to categorize surveys into specific topics so that it is easier for you to find later. Learn how tags work.
Templates
Know When to Use Them Creating a survey can be easy. However, there may be times when you feel stuck and unsure what type of question to use. Or you may find yourself wondering which feature will best fit your changing requirements. This document ...
General
Quick Links What is the difference between a survey and a poll? What is the difference between Zoho Survey and Zoho Forms? I have a set of questions in the form of a PDF. Can I upload it so that it takes the questions from the PDF to use them in the ...
Reports
Quick Links How can I change the color of the graphs in my survey reports? How do I grant a co-worker access to a report? Is it possible to view the reports for a particular question separately? I sent out two surveys and got two sets of reports. ...
Integrations
Quick Links Can I get the Lead ID from Zoho CRM to Zoho Survey to auto-populate when the survey is sent to the responder? How can I map contact information collected from a survey (First Name, Last Name, Billing Address, and so on) to CRM? Is there a ...
Launch
Quick Links How do I embed a survey into my email? Is it possible to prevent people attempting the same survey multiple times? Is it possible to display the survey as a popup HTML? Can I share surveys on Facebook? Can I take a survey offline? Is ...
Themes
Quick Links How can I change the look of my survey? How do I apply a theme I have used in a previous survey? Is there an option to adjust the opacity of the colors in the survey background? 1. How can I change the look of my survey? The themes tab ...
Settings
Quick Links Why is that I am not able to remove the Zoho logo from my survey? How can I redirect a person to another page when they complete a survey? Is it possible to display or refine questions on page two using the responses to the questions on ...
Advanced Options
Quick Links How do I setup email notifications for every time someone completes my survey? Is it possible to add more than one condition while setting up an email trigger? Is there a setting to collect email addresses from my survey respondents ...
Question Types
Quick Links Is it possible for me to edit or change the question type at any time? How do I insert an introductory paragraph at the start of my survey? Is it possible to add a tabular open-ended question in my survey? How does the insert variable ...
Enterprise and Trial
Quick Links What features do I get to use if I activate the Enterprise trial version of Zoho Survey? What happens when my trial expires? After upgrading to a paid plan from a free trial, why are some of my respondents' email address no longer being ...
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