# 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](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/surveys/add-a-survey-to-the-partner-sign-up-page.md). Sign-up surveys are shown to new partners when they apply to your brand. Existing partners can [respond to their surveys](/partner/what-would-you-like-to-learn-about/platform-features/working-with-brands/surveys/respond-to-brand-surveys.md) on the *Surveys* screen.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fmjjhln04Rw5ri1u4Rh0T%2Fcrea-250-4.mp4?alt=media&token=398230e0-dc44-4363-89b8-98fa50d4ae8e>" %}

#### Create a survey

1. From the left navigation menu, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage]** → **Partners** → [**Surveys**](https://app.impact.com/secure/advertiser/engage/fr/surveys.ihtml).
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, PNG, and WEBP file formats are supported with a maximum file size of 20 MB.
5. Select ![](/files/Gl8lj5gLPbgSXGH8yWYa) **Add Question** to formulate and specify your question details. You can create questions with existing or new custom fields.

<details>

<summary>Survey question fields</summary>

1. Enter a **Question** using 250 characters or less.
2. In the *Custom Field* section, select either of the following:
   * ![](/files/euLscWwm8UMCxhYcoHCx) **\[Radio Button]** to **Use an existing custom field** and choose an existing field from the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**.
     * If you selected an [existing custom field](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/surveys/create-custom-fields-for-surveys.md), the question *Type* will be populated according to that field.
   * ![](/files/euLscWwm8UMCxhYcoHCx) **\[Radio Button]** to **Create a new custom field**. For example, you can 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 ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**.
   * **Paragraph** – Open-ended questions that allow unique answers.
   * **Multi-select** – Allows the respondent to select 1 or more answers.
   * **Dropdown list** – Provides multiple answers hidden in a dropdown menu (you can have 1 or more selections).
   * **Single-select** – Requires the respondent to choose only 1 answer from a list.
   * **Date Picker** – For questions that require a specific date as an answer.
   * **Number** – Responses that require a numeric input.
   * **File** – Allows the respondent to upload a file attachment.
4. Select the ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked box]** to make the question **Required**.
5. Select the ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[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="/files/6bVeyQYxwJNGtX065aRB" alt="" width="563"><figcaption></figcaption></figure></div>

</details>

6. ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** **Schedule survey dates** to add dates for when the survey starts and ends.
   * You can select a timezone from the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**. If you do not specify a start or end date the survey will be available immediately and indefinitely until you disable it.
   * ![](/files/5SMwTyaETie506iHU7M3) **\[Toggle off]** **Schedule survey dates** for surveys you want to include in the partner sign-up page.
7. ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** **Restrict partner access** to only allow specific partners or partner groups to access and reply to the survey.
   * Select the **Partners** ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to specify the partners you want to include in your survey.
   * Select the **Groups** ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to specify the partner groups you want to include in your survey.
8. Select **Save** when you're done.
   * Optionally, select **Preview Survey** to see how your survey will look to partners.

{% hint style="success" %}
**Note**: Once you select **Save**, the survey will automatically be available for partners to see and answer.
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/qflJ7XthN1q6SkQCcgBq" alt="" width="563"><figcaption></figcaption></figure></div>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/surveys/create-a-partner-survey.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
