Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a survey form.

Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). 



To create a survey form:


1) Log in to your Board.Vision account using your registered email address and password. 

 

2) Once you are logged in, click on Survey Questionnaire from the left menu.  

 

3) Click on the +Add Survey button.

 

4) On the "Add Survey" page, enter the required Survey Name.


You may provide a brief description explaining the purpose of the survey and how long it will take to complete. This sets expectations for respondents. 


5) Under Settings, set a deadline if needed.


6) Next, select the “Allow recipient to edit their submission” checkbox.


Note:

a) If no deadline is set, recipients can edit his/her submission at anytime.

b) If a deadline is set, recipients can edit his/her submission until the deadline.


7) Scroll down to the Add Recipients section, then:


a) Enter the recipient's email address, or

b) Click the Add BV User button to select a recipient from the Board.Vision users list. Once selected, click Confirm.

 

8) Once you have entered all the required fields, click Next located at the bottom of your screen.


9) On Next the Create Survey page, enter the first question under the "Page 1" section. 

 

10) Choose from various question types such as:

  • Radio Button Group
  • Rating Scale
  • Checkboxes
  • Single Selection Dropdown
  • Multi Selection Dropdown
  • Yes/No
  • Single-Line Input
  • Long Text Input
  • Single Select Matrix
  • File Upload
  • Image Picker
  • Ranking
  • Multiple Textboxes

 

11) Once you have added all the questions, before sending out your survey, preview it to ensure everything works as intended.


12) To activate, click on Activate to send the survey form to all the recipients added in the add recipient's section.

 

13) On the "Activate Survey" pop-up window, click Confirm.

 

You have successfully created a survey form.


If you face any issues in completing the steps shown in this tutorial, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. 

 

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).