Follow these in order and you will have a working survey on a page in a few minutes.
- Create the survey. Click New Survey. If your AI key is connected, describe what you want to learn in the Draft it with AI box and click Generate Survey. Otherwise click Add question and write them yourself.
- Review the questions. Everything AI drafts lands in the builder for you to edit, reorder with the arrows, or delete. Nothing is published until you save.
- Decide on the email step. Under Email opt-in, choose off, optional or required. This is what turns a survey into a list building asset.
- Set the status to Active and click Save survey. Draft and Closed surveys deliberately render nothing for visitors.
- Publish it. Copy the survey shortcode from the builder or the Surveys list and paste it into any page or post.
- Read the results. Submissions appear on the Responses tab. Once a few are in, open AI Insights for per question charts and, with your AI key, a written analysis.
What the shortcode looks like:
Every saved survey has its own shortcode, in the form [results_survey id="1"] where the number is that survey id. Paste it into any page, post or page builder block that accepts shortcodes.