HeySurvey is a cloud-based survey builder that aims to simplify the creation of surveys and forms while providing a rich set of features. This guide outlines each feature and its usage in detail.

Start Without an Account

Visitors can start creating surveys without needing to create an account. However, to publish surveys and view responses, an account is required.

Survey Creation Methods

HeySurvey offers several ways to create a survey:

1. Empty Sheet: Create a survey from scratch, offering complete customization.
2. Pre-built Templates: Choose from existing templates that provide a structured start.
3. Text Input Creation: Type questions directly, and HeySurvey will format them into a functional survey.

Once a survey is started, the Survey Editor is displayed where users can modify the internal name of the survey.

Branding and Settings Panel

• Add Your Logo: Users can add their own branding by uploading a logo to the top left corner of the survey.
• Settings Panel: Access and adjust key settings:
  • Start and End Dates: Set specific start and end dates for survey availability.
  • Response Limit: Specify a limit for the number of responses. After reaching this limit, the survey will no longer accept responses.
  • Redirect URL: Define a URL to which respondents are redirected upon completion of the survey.
  • Allow Viewing of Results: Enable respondents to see survey results. This feature is limited to questions that have predetermined answers that can be represented in charts, such as Likert scale, multiple-choice, or single-choice questions.

Designer Sidebar

To customize the appearance of the survey, users can open the Designer Sidebar, which provides options to adjust:

• Colors, Fonts, and Backgrounds: Users can change the colors, select font types, add a background image and more.
• Question cards: Customize question cards by selecting from various design options.
• Animations and Layouts: Configure animations between questions and their layout.

Layout setting in HeySurvey HeySurvey supports the "One Question Per Page" format, providing a clean and focused user experience. Alternatively, multiple questions can be displayed on a single page for more complex surveys with the “Multiple questions per page” option.

Advanced users can apply custom CSS for more detailed styling.

Adding Questions

To add questions, click Add Question at the top or between existing questions. Available question types include:

• Text: Accepts textual input from respondents.
• Choice: Allows single or multiple choice answers.
• Scale: Includes Likert scale or NPS (Net Promoter Score).
• File Upload: Allows respondents to upload a file.
• Number, Date, Dropdown: Standard input types, with dropdowns useful for a broad range of options.
• Statement: Used for presenting information rather than asking a question.

Upon selecting a question type, users can input the question text, add a description, and adjust specific settings such as placeholders or available choice options. Each question can be marked as required, preventing respondents from proceeding without answering.

Images can be added to each question, either uploaded by the user or chosen from Giphy or Unsplash libraries. Questions can also be duplicated to speed up survey creation.

Text (Markdown) Formatting: Question titles, descriptions, and choice options can be styled using simple markdown formatting. This includes making text bold, italic, or changing its size. Users can also add bullet points and numbered lists for better readability.

Advanced Question Settings

• Choice Questions: Users can set unlimited options, reorder them, and attach images to each option. There is an "Other" option available, allowing respondents to write in their own answer if none of the predefined choices apply. Users can also configure whether respondents can select multiple options or just one, and display choices either vertically or horizontally.

For each choice, it is possible to define the next question based on the respondent's selection, allowing customized survey paths. The default is to proceed to the next question in sequence, but this can be changed for each choice.

• Scale Questions: Users can define the range of numbers or icons to be displayed, set labels to describe the minimum and maximum points, and configure the question as an NPS scale, which automatically calculates the NPS score from the collected responses.

Branching and Endings

HeySurvey allows users to add branching to their surveys, enabling the next question to depend on the respondent's previous answer. Branching ensures a customized experience based on individual responses, helping gather more relevant information. Multiple survey endings can also be defined, depending on the respondent's answers, with the ability to add custom descriptions and images to each ending.

Preview and Publish

Before publishing, users can preview the survey by clicking the Preview button. This action opens the survey in a new tab, allowing users to view the survey exactly as respondents would. The Designer Sidebar remains accessible in preview mode, enabling real-time adjustments to design elements.

Once the survey is finalized, users can Publish it and obtain a shareable link. Note that an account is necessary for publishing to ensure results are accessible later. Surveys can also be embedded in a website using an iframe.

Custom URL Parameters When sharing the survey via a unique link, users can add custom data to the URL. This data is available in the survey results, which can be useful for tracking the source of responses, such as embedding a campaign title or respondent's name in the URL.

Responsive Design HeySurvey ensures surveys are fully responsive, allowing respondents to complete them using devices of any size, including desktops, tablets, and mobile phones.

Accessing Survey Results

Once responses are collected, users can access them through the Results Page:

• Summary View: Provides a visual representation of responses using bar charts for questions like Choice or Scale.
• NPS Score: Displays the NPS score for questions configured as an NPS scale.
• Detailed Response Lists: Textual responses are listed below each question.
• Export Options: Users can export the summary in PDF format or obtain a complete list of responses in XLS format for in-depth analysis.
• Integrations: Responses can be sent to other applications via Zapier or accessed using the API/Webhooks.

HeySurvey Pricing and Benefits

HeySurvey is available for free, including all core features, though surveys will contain HeySurvey branding. Users can opt for a subscription to remove branding. Pricing is $4 per month (billed annually) or $8 per month (billed monthly).

Subscription benefits include:

• Removal of Branding: Publish surveys without HeySurvey branding.
• Enhanced File Storage: Receive up to 100 GB of file upload capacity, compared to 100 MB for free accounts.
• Priority Customer Support: Subscribers receive faster support from the HeySurvey team.
• Data Retention: Unlike other survey tools, HeySurvey allows users to pause subscriptions without losing access to previously collected data.

Conclusion

HeySurvey provides a comprehensive yet accessible toolset for creating effective surveys. The platform's customization capabilities, branching options, and responsive design ensure a professional experience for both creators and respondents. Get started with HeySurvey today to gather valuable insights quickly and easily.