Create & Manage Surveys
This section covers everything related to the lifecycle of a survey in Refiner – from creating and editing it to publishing, duplicating, and managing it later.
If you are setting up Refiner for the first time, we recommend starting with the Quickstart instead.
How surveys are structured
Every survey in Refiner has three main parts.
Questions
The questions and content shown to your users.
You can combine different question types (NPS, CSAT, Multiple Choice, Open Text, etc.), add follow-up questions, create branching logic, and include message panels or calls-to-action.
Appearance
The visual presentation of your survey.
Depending on the Delivery Method, you can customize elements such as colors, typography, layout, navigation, etc.
Delivery settings
The settings that determine how the survey reaches your users.
These depend on the Delivery Method selected when creating the survey.
Refiner supports:
- Web App Surveys
- Mobile App Surveys
- Survey Pages
- Email Surveys
- Embed Surveys
Each Delivery Method has its own dedicated configuration and documentation.
Creating a survey
Creating a new survey starts with two choices:
- Delivery Method – Decide where and how the survey should reach your users.
- Template – Start with one of our ready-to-use templates or build the survey from scratch.
After that, the survey opens in the Survey Editor where you can configure its questions, appearance, and delivery settings.
Learn more about Survey Templates.
The survey lifecycle
Surveys usually move through a simple lifecycle:
Create → Edit → Test → Publish → Manage
New surveys start in Draft mode.
Draft surveys can be edited and tested without collecting responses from your audience.
Once a survey is ready, you can publish it and start collecting responses.
Published surveys can later be unpublished, edited, duplicated, or otherwise managed from the Surveys page.
Learn more about Publish Survey.
Managing existing surveys
The Surveys List page gives you an overview of all surveys in your Refiner account.
From there, you can:
- Open surveys for editing
- Check their current status
- Find existing surveys
- Duplicate surveys
- Rename surveys
- Perform other survey management actions
Duplicating a survey is particularly useful when you want to reuse an existing questionnaire, create a variation for another audience, or use the same questionnaire with another Delivery Method.
Learn more about Survey List and Survey Actions.
Delivery-specific configuration
The Survey Editor contains the questions and settings that are common to surveys, but the way a survey is delivered depends on its Delivery Method.
For example:
- In-App Surveys use Target Audiences and Launch Triggers to determine who should see a survey and when.
- Survey Pages provide a hosted survey link that you can share with your audience.
- Email Surveys provide the code needed to include the first survey question in an email.
- Embed Surveys are rendered directly inside your website or application.
Refer to the dedicated documentation for each Delivery Method for more detailed setup instructions.
Where to go next
Use the articles in this section depending on what you want to do:
- Survey Templates – Choose a starting point for a new survey.
- Edit Questions – Add and configure questions and survey content.
- Publish Survey – Understand Draft and Published surveys.
- Survey List – Find and organize existing surveys.
- Survey Actions – Duplicate, rename, and manage surveys.
For delivery-specific configuration, continue with the dedicated sections for In-App Surveys, Survey Pages, Email Surveys, or Embed Surveys.