Airtable

How to set up a survey system in Airtable?

Unlock the secrets of establishing a survey system in Airtable with this comprehensive, beginner-friendly guide. Dive into detailed steps for creating, distributing, and analyzing surveys seamlessly. Ideal for newcomers looking to get started!

Developer profile skeleton
a developer thinking

Overview

Setting up a survey system in Airtable means creating an organized database that efficiently captures every survey response. Airtable's flexible interface, which feels like a spreadsheet, lets users create custom fields for different kinds of data: text, ratings, multiple-choice answers, and more. This involves defining survey questions, setting up the right field types, and using forms to gather responses. You can also use automations and integrations to send out surveys and analyze the results. To make the most of Airtable's powerful features for surveys, good planning and organization are crucial.

Get a Free No-Code Consultation
Meet with Will, CEO at Bootstrapped to get a Free No-Code Consultation
Book a Call
Will Hawkins
CEO at Bootstrapped

How to set up a survey system in Airtable?

Step 1: Sign Up or Log In to Airtable

Head over to Airtable. If you’re new, sign up for an account. If you’ve been here before, just log in.

Step 2: Create a New Base

  • Hit the "Add a base" button in your Airtable workspace.
  • Choose "Start from scratch" to whip up a new base.

Step 3: Set Up Survey Table Structure

Feel free to rename the default table. For this example, let's call it "Survey Responses". Now, tweak the columns to fit your survey needs:

  • Name: Single line text.
  • Email Address: Single line text or email.
  • Question 1: Single line text, long text, multiple select, or single select—whatever fits.
  • Question 2: Same options as Question 1.
  • Etc.: Keep adding columns for each survey question.

Step 4: Set Up Survey Form

  • Click on the "Forms" button in the views sidebar.
  • Add a new form by clicking "Add a Form".
  • Link the form fields to the corresponding columns in your "Survey Responses" table.
  • Rearrange or rename the form fields to make them user-friendly.
  • Optionally, add descriptions or placeholder text for each field.

Step 5: Customize the Form Settings

  • Click on the settings icon (gear icon) on the form builder screen.
  • Customize settings like:
  • Form title: Give it a meaningful title.
  • Description: Explain what the survey is about.
  • Submit button text: Customize the submit button (e.g., “Submit Survey”).

Step 6: Share the Survey Form

  • Click the "Share form" button in the top right corner of the form builder.
  • Copy the shareable link or click on "Embed this form on your site" for embedding options.
  • Share the link with your audience via email, social media, or embed it on your website.

Step 7: Collect and Analyze Responses

  • Open the "Survey Responses" table to see incoming responses.
  • Use Airtable’s built-in filtering, grouping, and sorting features to analyze the data.
  • Optionally, create additional views (grid, gallery, calendar, etc.) to visualize response data in different formats.

Step 8: Automate Follow-up Actions (Optional)

  • Use Airtable Automations to create automated follow-up actions like sending thank-you emails, notifications, or triggering workflows based on specific responses.
  • Navigate to "Automations" in the views sidebar, then set up automation rules and actions according to your needs.

Step 9: Export Data (Optional)

  • If you need to analyze the data outside Airtable, export it by clicking on "Download CSV" under the “View menu” of your "Survey Responses" view.
  • Choose the file format and download the survey data to your local machine.

By following these steps, you can set up a fully functional survey system in Airtable, capable of collecting, viewing, and analyzing responses efficiently.

Explore more Airtable tutorials

Complete Guide to Airtable: Tutorials, Tips, and Best Practices

Explore our Airtable tutorials directory - an essential resource for learning how to create, deploy and manage robust server-side applications with ease and efficiency.

Why are companies choosing Bootstrapped?

40-60%

Faster with no-code

Nocode tools allow us to develop and deploy your new application 40-60% faster than regular app development methods.

90 days

From idea to MVP

Save time, money, and energy with an optimized hiring process. Access a pool of experts who are sourced, vetted, and matched to meet your precise requirements.

1 283 apps

built by our developers

With the Bootstrapped platform, managing projects and developers has never been easier.

hero graphic

Our capabilities

Bootstrapped offers a comprehensive suite of capabilities tailored for startups. Our expertise spans web and mobile app development, utilizing the latest technologies to ensure high performance and scalability. The team excels in creating intuitive user interfaces and seamless user experiences. We employ agile methodologies for flexible and efficient project management, ensuring timely delivery and adaptability to changing requirements. Additionally, Bootstrapped provides continuous support and maintenance, helping startups grow and evolve their digital products. Our services are designed to be affordable and high-quality, making them an ideal partner for new ventures.

Engineered for you

1

Fast Development: Bootstrapped specializes in helping startup founders build web and mobile apps quickly, ensuring a fast go-to-market strategy.

2

Tailored Solutions: The company offers customized app development, adapting to specific business needs and goals, which ensures your app stands out in the competitive market.

3

Expert Team: With a team of experienced developers and designers, Bootstrapped ensures high-quality, reliable, and scalable app solutions.

4

Affordable Pricing: Ideal for startups, Bootstrapped offers cost-effective development services without compromising on quality.

5

Supportive Partnership: Beyond development, Bootstrapped provides ongoing support and consultation, fostering long-term success for your startup.

6

Agile Methodology: Utilizing agile development practices, Bootstrapped ensures flexibility, iterative progress, and swift adaptation to changes, enhancing project success.

Yes, if you can dream it, we can build it.