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Creating your First Survey

PollPe makes it easy to build your first survey in just a few steps. This guide walks you through everything from creating a project to publishing your survey.

Step 1: Create a Project​

To begin, create a Project, which acts as a folder for organizing your surveys. You can group multiple surveys by campaign, department, or purpose.

  • From the dashboard, click Create Project
  • Give your project a name
  • Once created, you’ll be taken to the project view

Step 2: Add Your First Survey​

Once inside your project, click Create Survey. You’ll first see a modal asking how you want to start:

  • Start from Scratch: Begin with a blank form
  • Start with Template: Choose from 100+ expert-designed templates
  • Import from Google Forms: Quickly migrate your existing forms

Start Survey Options

After selecting an option, a New Survey dialog will open. Here you can:

  • Enter your Survey Title
  • Choose a Category (optional)
  • Assign the survey to a Project

Click Create Survey to proceed to the builder.

New Survey Dialog

Step 3: Build Using the Survey Builder​

PollPe provides an intuitive survey builder that lets you choose from a wide range of question types using a content selector. No coding or complex setup required.

Survey Content Type Selector

  • Add questions like Single Choice, Dropdown, Opinion Scale, Matrix, and more
  • Use logic to show or skip questions based on responses
  • Structure your form with welcome screens, sections, and end screens
  • Enable settings like required questions, shuffle options, or custom labels

Tip: You can also start from a prebuilt template like NPS, CSAT, or employee feedback to move faster.

Step 4: Set Up Rewards (Optional)​

You can encourage participation by rewarding respondents:

  • Choose from: Coupon code, Cashback, Points, or Custom reward
  • Rewards can be automated based on submission
  • Configure the reward pool from Settings

Step 5: Preview and Publish​

Before publishing:

  • Click Preview to test your survey on mobile or desktop
  • Make changes if needed
  • Click Publish once you’re satisfied

Preview and Publish Survey

Step 6: Share Your Survey​

After publishing, you can distribute your survey via:

  • Shareable link
  • Store QR
  • WhatsApp, SMS, or Email
  • Website widget

Survey Sharing Options

All responses will now be recorded in real-time and visible in your dashboard.

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