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Guides/How to Publish a Survey

How to Publish a Survey

Move a saved draft into a live respondent link.

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The Short Version

Move a saved draft into a live respondent link. A practical way to begin is to edit the consent block and questions, then save the survey. Finish by making sure you copy the public URL. The full walkthrough below explains each part in order.

Is This Guide for You?

Researchers ready to field a study.

Follow These Steps

Work through these 7 steps at your own pace. The wording is intentionally practical, and you can return to the checklist at the end when you are ready to review your work.

  1. Edit the consent block and questions.
  2. Save the survey.
  3. Preview the full flow.
  4. Review design warnings.
  5. Open the dashboard.
  6. Click Publish.
  7. Copy the public URL.

What This Helps You Accomplish

Publishing should happen only after the instrument, randomization, and respondent flow have been checked.

A Quick Confidence Check

  • Do not change a live survey without versioning your records.
  • Run a pilot first.
  • Archive the survey instrument at launch.

Common Questions

Can I use this guide if I am new to this?

Yes. Researchers ready to field a study. Follow the steps in order, start with a small test, and use the final checklist before you field or report anything important.

What is the simplest way to get started?

Begin by edit the consent block and questions. Next, save the survey. You do not need to perfect every setting before running a small preview or pilot.

How do I know when I am ready?

Use the confidence check above. In particular: Do not change a live survey without versioning your records. Run a pilot first. Archive the survey instrument at launch. When the decision is consequential, keep your study documentation and ask a qualified colleague or methods reviewer to examine the design as well.

Related Guides

Research artifact: sample data, codebook, and scripts
How to Preview a SurveyHow to Version a SurveyHow to Print a Survey for IRB

Research Pathways

Conjoint Survey Software for Academic ResearchHow to Run a Conjoint ExperimentAMCE and ATE Explained for Conjoint SurveysSurvey Experiment Software for ResearchersResearch Survey Validation and ReplicationMethodologyValidation
Build a customer surveyBack to GuidesValidationMethodologyPricing

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