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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Create a Project

                                          Sogolytics offers you a well-equipped platform to create surveys, quizzes, and online polls. We offer all the question types required to create projects, plus advanced customization options and numerous settings choices to ensure everything works exactly the way you want.

                                          Navigate to

                                          Creating your perfect project is easy! Just follow the instructions below.

                                          1. Choose to start a new project from one of the three places – from the Home page, from All Projects or while working on another project.
                                            • From the Home Page: Click on Create Project.
                                            • From All Projects: Click on the Create button on the top right.
                                            • While working on another project: Click on the Create button on the top right.
                                          2. Next, choose your project type. Based on your account type, your project options may include:
                                            1. Survey
                                            2. Assessment
                                            3. Poll
                                            4. CX Project
                                            5. EX Project
                                          3. Next, choose your starting point. You’ll see the following options:
                                            1. Start with a Blank Project
                                              • This method is the perfect choice if you have a unique project in mind and a good idea of where to start.
                                              • A blank project offers a clean canvas where you can start sketching out your questions and possible answer options.
                                              • Bring your ideas to life, adding content and features to meet your needs.
                                              • It may seem intimidating to start from scratch, but having a clear plan can make a big difference in helping you to organize the structure to meet your goals, maintain your focus on key priorities, and save your time.
                                            2. Copy a Project
                                              • This method is the perfect choice if you want to repeatedly launch the same project, perhaps on an annual basis.
                                              • Save time by making a copy of an existing project. You may stick with an exact replica or modify the project to meet your updated requirements.
                                              • By default, you’ll see only the type of project selected on the first step, but you may update the filter to view or choose other project types.

                                            3. Use from Template Bank
                                            4. Once you’ve chosen your method, make the project your own:
                                              1. Name your project.
                                              2. Keep your account organized by using the dropdown menu to assign your project to an appropriate folder or create a new one.
                                              3. Select your project’s default language and choose whether to add more languages.
                                              4. The default language you select cannot be changed once you have added questions. Secondary languages can be added or removed later in the process. Learn more

                                              5. Click Create to begin building your project.