Quick Start Guide

1. Register
2. Activate your subscription
3. Create a survey
4. Add survey questions
5. Activate the survey
6. Share the survey link and/or phone number and survey key
7. Browse responses or download reports

1. Register

   The first step is to select a plan from the pricing page and complete the registration process to create your account.

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2. Activate your subscription

   Once you create your account and login to your dashboard for the first time, you'll be prompted to sign up for your free, 30-day trial. You'll have to supply your billing information, but you will not be billed if you cancel within the first 30 days.

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3. Create a survey

   Click the "manage surveys" link on your dashboard to go to the survey management page.

   The main surveys page will show a list of any surveys you have previously created, and, if your current product tier allows you to create additional surveys, a "create new survey" button will show at the bottom of the page. Click this link to open the create survey page.

   The "create new survey" button looks like this:

   Once on the create survey page, complete the listed fields and click "create." If the survey is successfully created, you will be returned to the main surveys page.

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4. Add survey questions

   On the main survey page, click the pencil icon to open the edit survey page. Scroll to the bottom of the page and click the "add a new question" button to open the create question page.

   The "add a new question" button looks like this:

   Once the create question page opens, complete the question text and type fields and click "create."

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5. Activate the survey

   On the main survey page, click the "activate survey" button to activate a survey. You will be prompted to confirm the action.

   The "activate survey" button looks like this:

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6. Share the survey link and/or phone number and survey key

   To access the survey by phone, dial the survey response phone number shown on your account details page. When prompted for a survey key, either the survey's eight-digit survey key and press the "#" key on your telephone.

   To access the survey over the web, the link will always be http://www.cognotix.com/ followed by the survey's survey key.

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7. Browse responses or download reports

   To browse individual survey responses, click the icon on the main survey screen to browse a survey's responses in reverse chronological order.

   For complete reports, you can either download a PDF report that tabulates the answers for all multiple-choice questions or download all responses as a CSV file to view in a spreadsheet program or import into your own database.

   The "multiple-choice response report" button looks like this:

   The "download all responses as CSV" button looks like this:

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