Getting Started
Account setup, first survey
Building Surveys
Questions, logic, templates
Forms & Signatures
Form types, signatures, certificates
Sharing & Distribution
Links, email, embed, drafts
Results & Exports
Charts, CSV, Excel, SPSS, PDF
AI Features
Insights, sentiment, suggestions
Teams & Collaboration
Members, roles, co-authoring
Enterprise & Security
SSO, org console, audit logs
Billing & Plans
Subscriptions, payments
POPIA & Privacy
Compliance, data rights
Getting Started
After signing in, click Create in the top navigation bar. You can start from a blank survey or choose from one of our pre-built templates. Give your survey a title and start adding questions from the question panel on the left.
Yes — all new accounts get a 14-day free trial with full access to all features. No credit card is required to start. At the end of the trial you can choose a paid plan to continue.
On the sign-in screen, click Continue with Google or Continue with Microsoft. You will be redirected to your provider's sign-in page. Once authorised, you will be brought back to your Surveyz dashboard. Your account is linked to your provider email address.
Building Surveys
Surveyz supports 11 question types: Short Text, Long Text / Paragraph, Multiple Choice, Checkboxes (multi-select), Dropdown, Star Rating, Scale / Slider (with custom min, max and end-point labels), Likert Scale, Yes / No, Yes / No / Maybe, and Date. Each question can be marked required, given help text, and reordered by drag-and-drop. More types are added regularly — check the changelog for updates.
Logic rules tailor the survey to each respondent based on their previous answers. In the builder, open the Logic Rules section and click + Add rule. Choose a question, a comparison (equals, does not equal, contains, greater than, less than, is answered, is not answered) and a value, then pick an action: Show or Hide a question, Skip to a question, Jump to a page, End the survey, or Add a score (for quizzes and weighted forms). Rules can be combined with AND/OR and re-prioritised. You can also click ✦ AI Suggest to have Surveyz propose relevant rules from your questions.
Yes. When you start a new survey you can choose from our built-in template library, browsing by category (customer feedback, HR & employee, education, events, healthcare and more). Selecting a template creates a survey pre-populated with relevant questions that you can edit freely. You can also save your own surveys as reusable templates, and favourite, duplicate or archive them for later.
Yes. Describe what you want in plain English — for example "a customer satisfaction survey for a coffee shop" — and AI template generation produces a complete, ready-to-edit survey or form with appropriate questions. You can then refine it, add logic, and brand it. See AI Features for more.
Yes. You can add a header image (upload your own or pick from our curated gallery), apply custom themes and colours, and on paid plans remove Surveyz branding. Set a personalised completion / thank-you message shown after submission, and optionally email respondents a confirmation (with a PDF copy of their answers). With multi-language surveys you can offer English, Afrikaans, isiXhosa and isiZulu — and use AI translation to generate the other languages automatically.
Forms & Signatures
When you create a new project you can choose a form type: Survey, Petition, Consent form, Attendance register, or Custom form. Petitions, consent forms and attendance registers collect a signature from each respondent; custom forms can optionally require one. All the same question types, logic and distribution options apply.
Signature forms ask respondents to draw their signature on screen (mouse, trackpad or touch). The signature is captured alongside the respondent's name, the date/time and IP address. This supports electronic signatures under the South African Electronic Communications and Transactions (ECT) Act. Each completed signature form can produce a certificate of completion for your records.
Yes. For signature forms you can download a certificate of completion that records the signatory's details, timestamp and the captured signature. Respondents can also be emailed a PDF copy of their submission when you enable confirmation emails.
Exactly the same way as a survey. Forms use the same Share dialog — reusable and single-use links, QR code, embed snippet and email distribution all work identically. See Sharing & Distribution for the step-by-step.
Sharing & Distribution
The steps below apply to both surveys and forms — they all share the same way. Once it's published, share it in a few clicks:
- Publish the survey so it can accept responses.
- On your Dashboard, find the survey and click the Share icon on its row. The Share dialog opens with ready-to-copy links.
- Pick a link and click Copy, then paste it into email, WhatsApp, social media or anywhere else:
- Reusable public link — share anywhere; anyone with the URL can respond.
- Single-use link — one per recipient, so you can track who responded.
- (Private surveys get a single token-protected private link instead.)
- The same dialog also gives you a downloadable QR code, language-specific links (if you've added translations), and an embed snippet for your website.
Anonymous respondents never need a Surveyz account to complete your survey. To email it to a saved contact list instead, use Distribute — see the questions below.
Smart Links are reusable distribution links you can configure with an expiry date and a maximum number of uses. They're ideal for time-limited campaigns or capping how many people can respond. You can also set a maximum response limit on the survey itself and choose whether the same email may respond more than once.
Yes. Build and manage distribution lists of contacts from the Dashboard, then send your survey to them by email directly from Surveyz. This feature is available on paid plans.
Yes — on the Pro, Business and Enterprise plans. Open the Share dialog and copy the embed snippet (an iframe or a small script tag) into your site's HTML to show the survey inline, so respondents stay on your page.
Yes. On longer surveys, respondents can Save Draft, enter their email, and receive a "Continue your survey" link to resume exactly where they left off. Drafts are isolated per respondent on a shared link, so people don't see each other's in-progress answers. As the owner you can view draft activity (opens and saves) in a POPIA-safe, metadata-only audit.
We're making it easy to switch. See our migration guides for Google Forms, Typeform, SurveyMonkey, Jotform and Qualtrics, or start at the migration page.
Results & Exports
Open your survey from the dashboard and click the Results tab. You'll see response counts, an automatic chart for each question, and an individual response list. Results update in real time as new responses come in.
From the Results page you can export to CSV, Excel (XLSX), JSON, XML, and SPSS (.sav) for statistical analysis. You can also generate two PDFs: a Results PDF with the charts and summaries embedded, and a blank questionnaire PDF of the survey itself. Exports include answers, timestamps and any respondent identifiers collected. Available export formats depend on your plan.
Yes. Academic and research users can download a native SPSS .sav file with a stable variable codebook (each option coded consistently), ready to open in SPSS for analysis — no manual recoding required.
The Generate Insights button on the Results page produces a plain-English summary of the key themes, patterns and notable findings across your responses. Analyse Sentiment classifies open-text answers as positive, neutral or negative. Both help you understand what respondents are saying without reading every response one by one. See AI Features for how your data is handled.
Teams & Collaboration
Teams are available on the Business and Enterprise plans. On your Dashboard, open the Teams tab (next to Distribution lists) and click + New team. Give the team a name, an optional description, and a logo. As the subscription owner you can create, edit, and delete teams at any time.
Open a team, click Manage, then + Add member. Enter the person's full name and email address. For security, a member's email must be on the same domain as your account (for example, both @yourcompany.co.za). We email them an invitation — once they accept it, they're officially added to the team.
Access is granted per survey or form, and you pick exactly which abilities each member gets:
- View results — see responses and analytics on screen.
- Export results (download) — download results as CSV, Excel, PDF or JSON.
- Co-author (edit content) — edit questions, logic and settings. Applies only while the item is a draft — published items are locked from editing.
- Publish (make live) — publish a draft so it goes live. Not granted by default; you choose who can publish.
- Distribute / share — send the published item to distribution lists. Because members don't have their own lists, you choose which of your lists they may use, in the same Access Permissions panel — they can send to those lists but never see the individual contacts (so no personal data is exposed).
- Close — close a live survey/form so it stops accepting responses.
Open a member's Access Permissions panel, switch to Grant · update, choose a survey or form, tick the permissions and save. The panel only offers the permissions that make sense for that item's current status — for example Co-author and Publish for drafts, and View, Export, Distribute and Close once it's published. In the same panel you also pick which of your distribution lists the member may send to. Members can always preview anything shared with them. Change or revoke access anytime from the Current access tab.
Yes. Every team keeps a full audit history. Click History on a team card to see who did what and when — team edits, invitations, acceptances, removals, and every permission and distribution-list change — laid out in a clean table you can sort by When or By. Any survey or form a team member has edited also shows a collaboration badge on its card; click it to see that item's own activity. If you ever need help administering a team, our support team can also view this history when you raise a ticket.
Click Accept invitation in the email. If we created a new account for you, you'll set a password from the emailed link and are signed in automatically — no separate login step. If you already have a Surveyz account, just sign in using the same email address the invite was sent to. Once you're in, open the Shared with me tab on your dashboard to see every survey or form the owner has shared with you, along with exactly what you're allowed to do with each one.
Billing & Plans
Surveyz offers monthly and annual subscription plans priced in South African Rand (ZAR). Annual plans offer a significant discount. You can view current pricing and feature limits on the pricing page.
Go to Account → Subscription and click Cancel Plan. Your access continues until the end of your current billing period. You will not be charged again after cancellation.
We do not offer pro-rated refunds for partial months. If you cancel, you retain access until your billing period ends. In exceptional circumstances we may consider refunds — please contact us to discuss.
AI Features
Surveyz includes several AI helpers (available on plans that include AI):
- Generate a whole survey or template from a plain-English description.
- Suggest questions based on your title and existing questions.
- Suggest logic rules to branch your survey automatically.
- Generate insights — a plain-English summary of your responses.
- Analyse sentiment of open-text answers (positive / neutral / negative).
- Translate your survey into Afrikaans, isiXhosa or isiZulu.
In the survey builder, click ✦ Suggest questions. The AI analyses your survey title and any existing questions, then proposes relevant follow-up questions. Add individual suggestions with one click or dismiss ones that don't fit. The ✦ AI Suggest button in the Logic Rules section works the same way for branching rules.
AI features (survey/template generation, question and logic suggestions, insights, sentiment analysis and translation) send the relevant survey content and/or response data to our AI provider for processing. This data is used only to generate your requested output and is not stored or used to train AI models. If your surveys contain sensitive personal information, use AI features with care.
Account, Security & Enterprise
On the sign-in page, click Forgot password? and enter your email address. You'll receive a password reset link valid for 24 hours. If you signed up via Google or Microsoft, your password is managed by that provider.
Yes. Two-factor authentication using an authenticator app (TOTP) is available on plans that include it, adding a one-time code on top of your password for extra account security.
Yes — on the Enterprise plan. Administrators can configure OpenID Connect (OIDC) SSO for their organisation so team members sign in with your identity provider. Sign-in is routed to your provider based on the user's email domain, with an owner break-glass login retained for safety.
The Organization Console (Enterprise) gives administrators a single place to manage their organisation: a customer-facing audit log of account activity, organisation members, and dedicated support / SLA details. Teams keep their own audit history as well — see Teams & Collaboration.
Use the Send a message form lower on this page, or the in-app report button. Every submission creates a ticket with a reference number and a confirmation email. Track progress and replies on your My Support page, where you can see each ticket's status and history.
You can delete your account from Account → Subscription → Danger Zone → Delete my account. This permanently removes your personal data and anonymises your record. Billing records are retained (anonymised) for 5 years as required by SARS tax law. Export your survey data first if needed.
POPIA & Privacy
Yes. Surveyz was built from the ground up to comply with the Protection of Personal Information Act (POPIA). Below is a point-by-point breakdown:
- Mandatory POPIA consent gate. Every survey displays a consent screen before submission. No responses are recorded without explicit consent.
- Consent records with timestamps and IP address. Each submission stores the consent flag, date/time, IP address, and consent version — per POPIA Section 18.
- Right to erasure for respondents (email-verified). Any respondent can request deletion of their responses via a two-step email-verified process.
- Right to erasure for account holders (self-service). Users can permanently delete their account from Subscription → Danger Zone.
- Right to access. Users can export all survey response data in multiple formats at any time.
- Data minimisation. Registration collects only an email address, display name, and optional mobile number. Passwords are stored as BCrypt hashes only.
- Security safeguards. TLS 1.2+, AES-256 at rest, JWT + OAuth 2.0, CSP headers, rate limiting on every request.
- Data residency in South Africa. All data is hosted on Microsoft Azure South Africa North.
- Immutable audit logs. All survey changes and billing events are written to tamper-evident audit logs with IP and timestamp.
- Disclosed third-party processors. PayFast (PCI-DSS, SA-based) for payments and Microsoft Azure (ISO 27001 / SOC 2) for infrastructure.
- Breach notification protocol. Commitment to notify the Information Regulator and affected data subjects per POPIA Section 22.
- Data retention schedule. Account data: 30 days post-closure; survey data: while active; billing records: 5 years (SARS); security logs: 12 months.
- DSAR support. Submit requests to [email protected]. All requests acknowledged within 30 days.
Every survey shows a mandatory POPIA consent screen before a respondent can submit. When consent is given, the system records: the consent flag, the exact timestamp (UTC), the respondent's IP address, and the consent version number — creating a verifiable record that the respondent was informed and agreed before any personal data was collected.
Respondents do not need a Surveyz account to request erasure. Submit a deletion request with the email address used when taking the survey — a secure token is sent to that address. Click the link in the email to confirm and all associated responses are permanently deleted. Tokens expire after 24 hours. To initiate, contact us or email [email protected].
All data is stored exclusively on Microsoft Azure South Africa North — within South African borders. Azure is ISO 27001 and SOC 2 certified. Data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Only authorised Surveyz personnel have access to production infrastructure, and all access is logged. Payment data is processed by PayFast (PCI-DSS certified) — Surveyz never stores card details.
Under POPIA you have the following rights with respect to personal information held by Surveyz:
- Right to access — request a copy of the personal data we hold about you.
- Right to correction — request that inaccurate or incomplete data be corrected.
- Right to erasure — request deletion of your personal data (subject to legal retention obligations).
- Right to object — object to the processing of your data for direct marketing.
- Right to withdraw consent — withdraw consent at any time; this does not affect processing already carried out.
- Right to complain — lodge a complaint with the Information Regulator at www.inforegulator.org.za.
To exercise any of these rights, email [email protected]. We respond within 30 days.
All our compliance and legal documents are publicly available:
- POPIA Compliance Statement — full disclosure of processing activities, lawful grounds, and retention schedule.
- Privacy Policy — how we collect, use, and protect your personal information.
- Cookie Policy — what cookies we use and how to control them.
- Terms of Service — the agreement governing use of the platform.
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