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Help Centre

Creating a survey

Once you have signed up for School Surveys, it is time to create!

We encourage you to book an onboarding session by clicking here to access our calendar, or by emailing help@schoolsurveys.com, to support you in making your first school survey. If you would however like to create the survey independently, you can follow the steps below.


Step 1. Log in

First, log in to your School Surveys account through the portal.

Once you are logged in, you will see your survey dashboard. Click the Create Survey button in the upper right corner of the page.

Image showing the School Surveys portal landing page, directing users to create a survey by clicking the orange 'Create Survey' button in the top right corner.

Step 2. Choose your participants

You will be asked to select the required participants for your school survey.

On the next page, you will then see topics and questions relevant to the group you choose. 

Step 3. Choose your dates and times

Select the required open and close dates of your survey alongside the open and start times. You can edit this later if required. 

Click the next button to move on to the question selection. You can move back at any time by clicking on the previous button.

Image showing the user how to set the open and close dates and times for their survey.

If you would like support in setting up your surveys or need any additional advice or support on how to plan your surveys, please click here for our advice article.

Step 4. Set your questions

You will be asked to choose a positive free response question and then an improvement free response question. These are both optional questions.

Image showing a range of positive response questions for school leaders to choose from when setting up their school survey.
Image showing a range of improvement free response questions for school leaders to choose from when setting up their school survey.

You then have two options. You can either choose the survey questions yourself or allow Teacher Tapp to choose the questions for you. If you decide on the latter option, Teacher Tapp will choose two topics with corresponding questions at random and immediately take you to the Survey Summary section at the end.

Image showing school leaders the option to choose their own questions or for Teacher Tapp to choose the questions for their school survey.

If you decide to choose your own questions, you will be presented with a range of topics to choose from. You can choose two topics for the survey with a maximum of fifteen questions per survey. Please scroll down on the page to see the full list of topics.

After choosing your first topic, you will see the list of available questions for this topic.

Image showing three out of twenty-three topics available for leaders to choose from when creating a staff survey.
For staff surveys, we have a 23 topics to choose from.
Image showing three of the questions available from the behaviour in the classrooms topic for leaders to choose from when creating a staff survey.
Each topic includes a range of closed and open questions to choose from.

To see the potential responses to the questions, you can hover your mouse over the i icon next to the question.

Image showing the potential responses to one question. School leaders can use this to see potential responses when setting up their school survey and choosing their survey questions.
The potential responses for a particular question.

Tick the questions you wish to use from this topic and then click the next button at the bottom of the page.

If you would like to add questions from a second category, this is your opportunity to do so. By clicking yes, you will repeat the previous steps and choose questions from a different topic to add to your school survey.

Image showing that leaders have the option to choose questions from a second survey topic.

Once you have chosen all your pre-populated questions, you then
have the option to ask a question of your own. An open-ended question is a
free response question which allows your participants to type their response.

You will be able to see the answers, as demonstrated in the example below.

You then have the option to ask a final, open-ended question at the end to give your staff another opportunity to express their opinions about any issues that they have been unable to earlier in the survey.

Image showing an optional open response question which leaders can ask to their staff when setting up their staff survey.

Step 5. Survey Summary

At this point, you will be taken to the Survey Summary page. You will see the questions you have chosen alongside the chosen dates and times. You can edit any questions by clicking on the ‘change questions’ button and you can also change the dates and times at this point. Please click here for a detailed explanation on how to edit your surveys.

Please note: you can edit questions at any time until the survey opens but not afterwards. You can edit the close date whilst a survey is open but not after it has already closed.

If your survey is ready to go, you can click the looks good, create survey button at the bottom of the page.

Dark green button which shows leaders where to click to finish creating their survey.

A link will be generated in the panel to the right, allowing you to share your school survey with your intended recipients. Please click here for our step-by-step guide to sharing parent and pupil surveys.

We can also automatically distribute staff surveys for you. If you would like to know how, please click here for a detailed guide on how to share your staff survey.

That’s it! You can schedule surveys as far in advance as you wish and you may want to plan the term’s surveys in advance. 

If you still need help, please get in touch at help@schoolsurveys.com or call us on 0330 043 4469 and our team will be more than happy to help.

Get in touch with us at hello@schoolsurveys.com for more help, advice or to make a suggestion!