Create a survey using an activity template

Use an activity template to create a survey and learn more about industry-approved survey techniques.

1. Click the App Drawer and select Activities, and then click New Project.
   
2. Under Start from Template, click View Templates.
   Tip:

   • Custom templates created by users in your community appear in the Custom templates section at the top of the page. Alida activity templates appear below.
   • Use the menu in the top right corner of the page to filter activity templates by category. To view all templates again, click Clear to remove the filter.
   • For a detailed description of a template, click Information. For custom templates, the preview shows the template name, creation date, description, instructions, and outline (if provided).
3. Under the activity or custom template that you want to use, click Create.
4. Check and change the survey information if necessary:
   1. Enter the internal survey name (maximum 255 characters).

      You can change the internal survey name at any time, regardless of whether the survey is live or not.

      Tip:

      • If you navigate away from your survey, click the internal survey name in the Activities page to return.
      • The external-facing activity name is set when you create an invitation or create an activity link, and can differ for each set of participants.
   2. Select the locale to author the survey in from the Locale field.

      This step applies only if you have multiple communities with different locales.

   3. Select Single response or Multiple responses.
      These response options control whether you can invite participants to respond once or multiple times. For more information, see Allow single or multiple responses.
5. Select an access level.

   The access level you can apply depend on the user role you have been assigned.

   Access Setting	User Roles	Description
   Admin Only	Admin	Only Admin users can access the activity.
   Everyone	Power User, Author	All other users in the application instance can access the activity.
   Teams	Admin, Power User, Author	All users that belong to the assigned team(s) can access the activity. If you belong to multiple teams, you can assign the activity to all of the teams you belong to, or just one or more specific teams.

   Note:

   • The access settings options are displayed if your account has the Can change access settings permission applied.
   • If your account does not have this permission, the activity will be assigned to the teams you belong to, or if you don't belong to any teams it will be available to everyone.
   • Admins have access to all activities, regardless of access settings.
6. Click Create.
7. If the template is a custom template and includes instructions, review them in the dialog box that appears, and then close the dialog or click Done.
   
8. If the template is an Alida template, see the Readme page for information and instructions on how to set up the survey.
   
9. Replace the placeholder text in each survey object.
10. Optional: Preview your survey.

    Option	Description
    To test the entire survey	On the Set up toolbar, click Preview.
    To begin the preview from a specific question	Beside the question name, click Preview.

11. Click Leave Activity to close your survey.

Once you have created your survey, you can begin distributing your survey. See Distribution.

Tip: Use the email template in the Readme page for the distribution email.

Related information

• Activity templates and multilingual surveys
• Activity templates
• Create a survey from a custom template