# Create a Partner Survey

Surveys allow you to collect information from partners to improve or streamline your business. You can survey partners who already joined your program or [upon sign-up](https://help.impact.com/brand/platform-features/reach-out-to-partners/surveys/add-a-survey-to-the-partner-sign-up-page). Sign-up surveys are shown to new partners when they apply to your brand. Existing partners can [respond to their surveys](https://app.gitbook.com/s/b2rE79d9UhOKZQLgzSqx/platform-features/working-with-brands/surveys/respond-to-brand-surveys) on the *Surveys* screen.

{% embed url="<https://res.cloudinary.com/product-enablement/video/upload/v1748512515/PXA%20Microlearnings/crea-250-4.mp4>" %}

#### Create a survey

{% hint style="success" %}
This feature is only accessible to specific impact.com editions or add-ons. [Contact us](https://app.impact.com/support/portal.ihtml?createTicket=true) to upgrade your account and get access.
{% endhint %}

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Partners** → **Surveys**.
2. On the *Surveys* screen, in the upper-right corner, select **Create Survey**.
3. Enter a **Name** and **Description** for the survey.
4. Select **Choose File** to upload a cover image for your survey.
   * GIF, JPG, and PNG file formats are supported with a maximum file size of 1 MB.
5. Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1693a804098684cf89dcebb8688d0cb9828ccf1a%2F37640bfd3058dfa602a03a159c08e07d5859f8edbfc079a7577a9f0192c89c48.svg?alt=media) **\[Plus]** **Add Question** to formulate and specify your question details.

<details>

<summary>Survey question fields</summary>

1. Enter a **Question** using 250 characters or less.
2. In the *Custom Field* section choose either of the following:
   * Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **\[Radio Button]** to **Use an existing custom field** and choose an existing survey from the from the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]**.
   * ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **\[Radio Button]** to **Create a new custom field**. For example, create an Age custom field with a number input if you frequently collect data about partners' age.
3. If you selected **Create a new custom field** above, select the question Type format from the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]**
   * **Paragraph** – Open-ended questions that allow unique answers.
   * **Number** – Responses that require a numeric input.
   * **Checkbox** – Allows respondents to select one or multiple options.
   * **Multiple Choice** – Requires the respondent to choose only one option from a list.
   * **Date Picker** – For questions that require a specific date as an answer.
   * **Drop Down** – Provides multiple options hidden in a dropdown menu (single or multiple selections).
   * **File** – Allows the respondent to upload a file attachment.
   * The question type will be populated with a custom field if you choose an [existing custom field](https://help.impact.com/brand/platform-features/reach-out-to-partners/surveys/create-custom-fields-for-surveys).
4. Select the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Unchecked box]** to make the question **Required**.
5. Select the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Unchecked box]** to allow partners to edit their responses after submitting.
6. Select **Add** to add the question.

   <div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-a56e379949e5823612e80486b2780046eb32054b%2F171007fce331d4bc5146db4c486c910265295d9c4de0a81a6aeb47788a958388.png?alt=media" alt=""><figcaption></figcaption></figure></div>

</details>

6. ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** **Schedule Survey Dates** to add dates for when the survey starts and ends.
   * You can select a timezone from the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** However, if you do not select dates the survey will be available immediately and indefinitely until you disable it.
   * ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-2c3a3c392d640f7b79d44c16f21c2c4f0ec3dcca%2F80381ca112cfb2757e97b8669cc0b5c98c8ce8d60ed9e3048b4a86a52e76719f.svg?alt=media) **\[Toggle off]** **Schedule Survey Dates** for surveys you want to include in the partner sign-up page.
7. ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** **Restrict Partner Access** to only allow specific partners or partner groups to access and reply to the survey.
   * Select the **Partners** ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** to specify the partners you want to include in your survey.
   * Select the **Groups** ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** to specify the partner groups you want to include in your survey.
8. Select **Save** when you're done.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note</strong>: Once you select <strong>Save</strong>, the survey will automatically be available for partners to see and answer.</p></div>

   <div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-9487bffcc71e31a35ec7e6b23bedfab3cedc0c3d%2Fbaf6b7e1a1a6788ffd351a54fe67d1bfc30a7fe0bbfc9b10d713099da698b48a.png?alt=media" alt=""><figcaption></figcaption></figure></div>
