How to create Custom Surveys
What are custom surveys?
Custom surveys are Trustmary surveys that aren't locked to a single template, and which you can customize completely.
Custom surveys offer:
- Multi-language surveys. Set multiple language versions for a single survey. You can use our ready-made translations for the questions, or edit them to your liking. You can even add your own languages, if the ones available aren't enough. The language also changes automatically based on the respondent's browser settings.
- Completely customizable survey logic. Customize which pages or questions are shown when certain conditions and rules are met. This lets you split respondents into their own flows based on their answers, adding a layer of personalization and accuracy.
- Plenty of question types. Over 20 of them! And that's not counting the custom questions you can create by editing the questions already offered. The possibilities are nearly endless.
Creating a survey
Start by navigating to Surveys in Trustmary and creating a new survey by clicking Create Survey in the top right.

From the dialogue box that opens up, select Create a custom survey.

Next you can select a template for your survey, or start from scratch. You can see a preview of the template on the right.
Click Select on a template to continue.

You're then directed to the survey editor. In here you can see your survey's pages on the left, a preview of the questions in the middle, and tabs at the top.
Once you're done with the survey, save it with the Save button in the top left. To share the survey, use the Invite contacts button in the top right.

At the top you have tabs for the editor, preview, and results. In addition, you can have a tab for editing the email template, for example, depending on which sharing method you've selected. Read more about sharing methods in another help article.
The Editor tab is the one that opens when you click on a survey. In here you can edit and add the questions and pages of the survey.
In the Preview tab you'll see a "live" version of the survey, which you can test as if it had been sent to a respondent. The answers from these tests are not saved, so you don't need to worry about deleting test answers.

In the Results tab you can find the Summary, Responses, and Recipients tabs. You can read more about analyzing your results in its own article.

Updated on: 04/09/2026
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