Summary


This guide will walk through how to create an account and how to log into Surveda. We will also illustrate how to create and share a project and set up channels.  


Create an Account 


You can create an account from the Home page.

  1. To create an account, navigate to Surveda.
  2. Press "SIGN UP FOR FREE". 
  3. The "Sign up" form will be displayed. 
  4. Fill in the form.
  5. Submit the form.


Surveda redirects to the login page where you can log in create a Project.   




Create a Project 


You can create a Project from the Projects page.


  1. To create a Project, navigate to the Projects page.
  2. Press the green plus (+) button. 
  3. Add a title to the new Project by clicking on Untitled project.


After a Project is created, you can add Questionnaires and Surveys to the new Project.




Add and Manage Collaborators

Users can share a Project.

  1. To add a collaborator, navigate to the Projects page.

  2. Select the Collaborators tab.

  3. Click on 'New Collaborator' button.

  4. Add a collaborator's Email and set up its Role:

    • An admin role allows the user full read/write access to the project

    • An editor role allows to edit questionnaire, surveys but prevents from downloading incentives files and stopping locked surveys
    • whereas a reader role only allows read-only access to the project.



Set up Channels


To send Surveys through Surveda you must select a Channel. You can select a Channel from Nuntium for SMS or Verboice for phone calls.

  1. To add a Channel to the account, navigate to Channels.
  2. Press the green plus (+) button. 

  3. Select the Channel provider (Verboice or Nuntium). 

  4. Select a Channel from the provider.
  5. After the Channel is added to the account, the Surveys can be sent using the added Channel. 


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