Getting Started
Create a new survey
Creating surveys with Refiner is quick and straightforward. Most surveys take just a few minutes to set up.
To get started, head over to the Surveys page within your Refiner dashboard. From there, simply click the “Create survey” button located in the top right corner.
This will launch the survey builder, where you can customize your questions, choose your delivery method, and design your survey to perfectly fit your needs.
Choose survey type
As a first step you’ll choose where you want to survey your users.
We are big advocates of in-app surveys as they provide exceptional response rates and are highly contextual. However, there are also situations where you might want to deliver your surveys on other channels. You can find a detailed description of each survey delivery method here.
A survey in Refiner can have only one delivery method. If you want to launch the same survey for different channels (e.g. Mobile and Web-App), you can simply duplicate the surveys and then change the survey type.
Start with a template
Next, you can choose one of our curated expert-built survey templates. You’ll find a template for the most common microsurvey use cases. These templates are crafted to guarantee high completion rates and deliver reliable insights.
By selecting a template, you can create a fully functional survey in just a few clicks. After choosing your template, you have full control to customize every detail to perfectly fit your needs—or you can start completely from scratch if you prefer.
Clicking on a template will open a preview on the right side of the screen, letting you explore the questions and get a clear understanding of the survey flow.
You can find a list of all current survey templates here.
Customize your survey
Now that you’ve selected a template and delivery method, you can start customizing questions, as well as all the design of your survey.
Our platform offers extensive customization options, so the possibilities are virtually endless.
Publish surveys
Once you’ve created your ideal survey flow, it’s time to save and publish your survey.
You can choose to save the survey as a “Draft” if you want to make further changes later on, or publish it right away.
You can also switch surveys back to Draft mode at any given moment.