Create a survey with the wizard

7 min Client admins

Describe what you want to learn. SmartSurv drafts the survey, checks the panel can deliver it, gives a quote, and launches it when paid.

What you will learn

  • Write a good brief
  • Review the draft, audience and feasibility
  • Pay and launch from the quote

Step by step

  1. Open Research → Surveys and press New survey (app.smartsurvafrica.com/surveys/new).
  2. Under Recommended, press Start on Describe what you want to learn.
  3. Describe: write your brief the way you would brief a colleague: who, what, where and how many. Or tap an example under Try an example. Press Draft my survey.
  4. Review draft: edit, add or remove questions. Screeners come first so only the right people reach the paid part. Read Why this design. Press Looks good.
  5. Audience: set screeners and quotas, Minimum trust (Anyone, Trusted +25%, …), completes, the reward and Paid as (Airtime or Mobile Money). Watch Feasibility: Feasible or At risk, members who match, response rate and time to fill.
  6. Press See the quote. Quote & pay shows respondent rewards, the SmartSurv fee and Messaging (estimate).
  7. Press the pay button. A secure payment page opens in a new tab (card or Mobile Money). When you have paid, the wizard moves on by itself, or press I’ve paid, check now.
  8. Launched: “Your survey is live”. Press Watch results.

What you will see

  • “Some groups are hard to reach…” when a quota is at risk: lower that quota, widen the screeners or lower the minimum trust.
  • “Not paid yet. Finish on the payment page, then try again.” if you check too early.

Check yourself

Pick an answer for each question, then press Check my answers. Nothing is saved or sent.

1 Why do screeners come first?
2 What does “At risk” mean in Feasibility?