Getting Started
Quick start guides and platform introduction for new users
Showing 1–7 of 7 articles
How to Build a Good Survey: A Practical Guide to Question Types, Structure, and Design (2026)
Most bad surveys aren't bad because of one obviously wrong question - they're bad because of a dozen small, compounding decisions nobody thought carefully about: a rating question where a yes/no would have been clearer, a survey that opens with the hardest question first, an open-ended field with no guidance on what kind of answer is actually useful. This guide walks through the whole process of building a good survey from the ground up - starting with the decision you're actually trying to inform, choosing the right question type for each question, structuring the survey as a whole, writing questions people can answer accurately, and knowing when logic and branching genuinely help versus when they just add complexity.
How to Use the AI Survey Builder: Prompts, Capabilities, and Best Practices (2026)
Opionate's AI survey generation turns a plain-language description of what you want to learn into a complete, editable survey - questions, logic, and structure included - in about the time it takes to write the prompt. This guide covers what separates a prompt that produces a strong first draft from one that produces something generic, worked examples of weak versus strong prompts, and how to treat the output as a draft to edit rather than a finished survey to publish as-is.
Getting Started with Opionate: A Quick Tour of the Platform (2026)
New to Opionate and not sure where anything lives? This quick tour walks through the workspace as it actually exists today - Classic Surveys for building and publishing, Visual Tests for image and preference testing, Text Analytics for open-ended responses, Reports for dashboards, and where your account, credits, and billing actually live. No fluff, no marketing copy - just an honest map of the product so your first ten minutes inside Opionate aren't spent clicking around looking for things.
Introduction to Reports: Building Dashboards From Your Survey Data (2026)
Once responses start coming in, Reports is where they turn into something you'd actually put in front of someone else - a dashboard built from your survey data, starting from an auto-generated set of default charts you can then customize, filter, and share. This introduction covers the basic workflow: how a report gets created, what you can adjust once it exists, and how to get it in front of the people who need to see it.
Introduction to Survey Builder: What It Is and How to Get Started (2026)
Survey Builder (labeled Classic Surveys in your workspace) is where a traditional, text-based survey actually gets put together - questions, logic, AI follow-ups, and everything that goes into publishing and sharing it. This short introduction covers what the builder actually lets you do, the two ways to start a survey, and where to go next once you know your way around, without repeating the deeper guides on question design or AI prompts already available elsewhere.
Introduction to Text Analytics: Turning Open-Ended Responses Into Categories (2026)
Open-ended survey questions produce the richest feedback and the hardest data to make sense of at scale. Text Analytics is built for exactly that gap - turning a pile of free-text responses into a structured set of categories you can count, filter, and report on, whether you define the categories yourself or let AI propose a starting set based on your actual responses. This introduction covers the basic workflow end to end: building a classification, reviewing and correcting the results, and exporting what you get.
Introduction to Visual Tests: What It Is and How to Get Started (2026)
Visual Tests is the part of the workspace built for testing images, videos, and design concepts directly - not something you'd naturally phrase as a survey question. This short introduction covers the two section types it's built from, when to reach for it instead of a regular survey, and how the basic workflow fits together, without repeating the deeper dedicated guides on each section type.