Optimal

Learn how to build, run and analyze your surveys

Surveys

Learn how to build and manage your survey from start to finish with the Study Flow tab.

Building a survey with the Study Flow

Use Optimal's AI Simplify feature to refine your survey questions.

How to simplify your survey questions with AI

Write personalized welcome and thank you messages to your participants, and a redirect URL to your study.

Add messages and instructions to your study

To make sure your participants meet your criteria you can set screening questions at the start of your study.

Add participant screening questions

Learn about different question types, how to write effective questions and how to add logic.

Add questions to your survey

Learn about how AI moderated questions work in Surveys.

Adding AI moderated questions to Surveys

Learn more about writing an effective goal for AI Moderated Questions in Surveys.

Best practices for Goals in AI moderated questions

Learn how to add display and branching logic to your survey questions.

Adding logic to your survey questions

Understand how display logic works across your study and get tips for  setup and troubleshooting.

Display logic: Setup & key considerations

Tips on creating an accessible survey in Optimal

How to build an accessible survey

Set up an online survey with Optimal

Review your participants and their responses. Filter and segment your results based on identifiers, URL tokens, and question responses.

Filter your data in Surveys

Learn how to download your filtered or uncut Survey results in a spreadsheet.

Download your Survey results into a spreadsheet

Discover automated insights from your survey responses, as well as pre- and post-study and post-task questions.

How Automated Insights Work in Optimal

How to understand your survey results

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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