Optimal

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

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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