Phase 1: Create the survey

1. Log in or Sign Up
2. Go to Create New Survey
3. Choose Start From Scratch
4. Name the new survey: Note, name the survey something simple like {{Product Name}} {{Month}} Survey like:
   1. Fictitious Dog Food July Survey.
      1. When you have multiple surveys to run, keep them organized by using subtle punctuation changes to represent each survey (making it easier to differentiate each survey). Examples:
         1. Fictitious Dog Food July Survey
         2. Fictitious Dog Food: July Survey
         3. Fictitious Dog Food - July Survey
            
            
5. Select Customer Feedback as the survey category type
6. Select the box that says questions are already written
7. Click Create Survey
8. Follow the instructions to paste your questions from your survey doc.
   1. Tip: there’s no need to hit the add question button after every question/answer pairing. You can paste your entire survey into the left block (it’s recommended that you paste one Q&A pairing at a time though).
      1. You need to add two spaces in between each question/answer pairing. The preview section to the right will help immensely.

Here’s an example setup for Cameo, which does celebrity shoutouts.

1. The image above shows something interesting: Dashes before each listed item. This happens when you paste a bulleted item from Dropbox Paper to SurveyMonkey.
   1. REMOVE THESE DASHES from the left-hand screen seen above before clicking that green button to add your questions to the survey.
2. Before hitting add # questions, count the questions in your survey to make sure it matches the questions in your survey doc.
3. Next, you'll need to edit these questions to ensure that the logic for answering matches your intentions (such as check all that apply or allowing space for responders to answer a other: please specify question.
   1. It's best to have your survey doc open on one side of your screen, and the survey from Survey Monkey in the other.
4. More times than not, you'll want to EDIT your questions. In the case of an "other: Please specify" question, where you need to allow a text box response, here's what to do:
   1. HIT EDIT on the question.
   2. Click on "Add an "Other" answer option or comment field
   3. Click on "Display as comment field"
   4. Choose Single line of text and 100 characters
   5. Don't validate this answer

5. Then, make sure to delete the question you pasted over that says "other: Please specify”

6. When you need to let users check all that apply:

                     1. Edit the question

                     2. Then go to the righthand dropdown menu to click "checkboxes"

7. After you're done editing your questions, click next in the upper right hand part of screen.
8. You're taken to preview, so you can make sure your survey matches up with your doc.
9. Then click on the invite others to comment button and add your email address to send yourself a link.

                    1. This makes it easy for you to share the link with your team and your T/A. Hold on to that email for a moment until you finish the rest of the surveys                         for this project.

10. Repeat this process for each audience-specific survey you have (based on your customer segments).

                    1. Luckily, most segmented surveys are similar in scope, so you likely can copy your first survey and make slight changes to it for each ensuring                         survey for this task.

                    2. However, if the surveys vary greatly, or if you just prefer, feel free to start from scratch again, and repeat the steps outlined above.

11. You should now have several emails that you’ve set yourself, with links to each survey.
12. Click on the links in your email - then copy the url of the surveys and send them to Demand Curve for feedback (if you want it).