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Survey Section Overview: Survey Creation Method

The Survey Creation Method screen is the first step in creating a survey. From this page, you will choose whether to build your survey from scratch or start with a pre-built template designed for a specific course format.

Survey Creation Method

 

Select the option that best fits your needs, then click Continue to begin creating your survey.Screenshot 2026-06-11 at 9.51.44 AM

Available Survey Creation Methods

Start from Scratch

Create a fully customized survey by building your own questions and answer options.

Best for:

  • Unique evaluation requirements
  • Custom attendee feedback questions
  • Surveys that do not fit a standard format

Important: All surveys include four required presenter evaluation questions by default. These questions cannot be modified or removed.

 

Live In-Person Template

Start with a pre-built survey designed for in-person courses and events.

Best for:

  • Classroom training
  • Workshops
  • Conferences
  • Face-to-face learning events

The template includes commonly used evaluation questions relevant to in-person learning experiences.

 

Live Virtual Webinar Template

Start with a pre-built survey designed for live online webinars and virtual events.

Best for:

  • Virtual instructor-led training
  • Webinars
  • Online conferences
  • Remote learning events

The template includes evaluation questions tailored to the virtual learning experience.

 

Self-Study Template

Start with a pre-built survey designed for self-paced learning activities.

Best for:

  • Online courses
  • Recorded webinars
  • Independent learning activities
  • Self-study CE courses

The template includes questions focused on content quality, learning objectives, and the overall self-study experience.

 

Continuing to Survey Creation

Once you have selected your preferred survey creation method, click Continue to proceed to the Survey Builder.