Welcome to Attest. This guide walks you through the basics of creating and launching your first survey, from drafting questions to choosing an audience and going live. You do not need to be an expert to get started. Attest is designed to guide you through each step, with support available whenever you need it.

At a high level, every survey follows three stages:

You can move back and forth between stages until you are ready to launch.
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From the dashboard, select Create new survey to open the survey editor. This is where you will build and refine your questions.

Compass is Attest’s conversational AI co-pilot. It helps you draft and refine surveys using plain English, so you can move from an idea to a working draft quickly.

In the survey editor, you can ask Compass to create a survey based on your research goal, or upload an existing brief or written survey and have Compass turn it into an Attest survey. You can then review the draft, make edits, and add logic manually as needed.

Compass provides a first draft, not a final version. Always review before launching. If you are new to prompting, read our article on how to write good prompts for tips on getting the best results.

You can add or edit your survey title at any point by clicking the banner at the top of the editor. Here you can set:

You also need to select the type of research you are running, which helps us apply relevant defaults and guidance.

You can add questions by selecting Add question and choosing a question type, or by reusing questions from your library. You can also add text cards to introduce a topic, give instructions or show images or other media.

For single choice, multiple choice, ranked and grid questions, you will need to add answer options. You can also add images, audio or video to any question or text card. Image-based answers are supported for some question types, and must always include accompanying text.

If you need to screen respondents in or out based on their answers, qualifying questions must appear at the start of your survey, after an optional opening text card.

To set this up, toggle Qualify respondents on for the relevant answers in the question settings.

You can create a group and add questions and text cards within the group, then randomise between questions and/or groups in the left-hand card list. This is especially useful for concept and creative testing.

The list view is best for writing and editing questions. The map view helps you visualise the structure of your survey, including routes and branches. You can switch between views at any time using the controls at the bottom of the editor.

You can use logic to control what respondents see based on how they answer questions, helping you keep the survey relevant.

Routing sends respondents down different paths depending on their answers to single or multiple-choice questions. You can set this up in map view by dragging from an answer option to another card, or in list view by clicking on Change routes.

Display logic shows or hides individual questions based on earlier answers, without changing the overall flow of the survey. You can set this in list view by clicking on Set display conditions.

Before moving on, preview your survey to see how it will look to respondents and test any routing and/or display logic.

You can also generate a shareable link to get feedback from colleagues. Comments can be added directly in the editor, making it easy to collaborate.

If you want expert input, the Customer Research Team are available via in-platform live chat to help spot bias or improve clarity.

Once your survey is ready, move to the Audience tab. This is where you decide who should see your survey and how many responses you want to collect.

Start by selecting the country your respondents should be based in and the language they will see the survey in. These choices affect which audiences and demographics are available.

You can choose one of two approaches:

If you use Attest’s audience, you can either select a popular pre-set audience, such as Working Age Nat Rep where available, or build your own.

When building your own audience, you can choose from a range of demographic criteria such as age, gender, region or household characteristics. These filters help you reach the right people for your research.

Quotas let you control the makeup of your sample. For example, you might want an even split across age groups or genders. To add quotas, toggle the quota module on and set the percentage you want for each group.

Finally, enter how many responses you want to collect. Pricing updates automatically based on your audience and sample size.

In the Review tab, you will complete the final checks before launch.

You can launch your survey immediately after purchase, or schedule it to go live at a future date and time.

Review a summary of your survey, including the number of questions, any routing, and your selected audience. When you are ready, select Confirm and purchase to launch.

Once purchased, surveys cannot be edited.

Once your survey is live, responses will start appearing as they come in. If you are ready to explore the data, see our introduction to analysing results to learn how to turn responses into insights.

If you get stuck at any point, browse the rest of the Help Centre or reach out via in-platform live chat.