User guides

Set up your FlexiSurvey workspace — create your account, organise work into projects, invite your team, assign roles, and manage your plan and seats.

Create a survey from scratch — every question type, conditional logic, field/offline capture, settings, and publishing — with a field-research and M&E focus.

The complete reference for conditional logic rules, the formula language behind computed variables, and M&E indicator formulas.

Get your survey in front of respondents — public links and QR codes, tracked email campaigns, the embeddable website widget, and the authenticated respondent portal.

Run field data collection — build an enumerator roster, assign surveys (individually, in bulk, or by CSV), set collection targets, and track progress on the operations board.

This guide shows the respondent's experience — what someone sees and does when they open your survey from a shared link, all the way through to submitting. No account is needed; the survey is public and anonymous.

How the mobile apps behave without connectivity, covering what is stored, how sync works, drafts, storage safeguards, and the current limits.

Make sense of your responses — dashboards and summaries, NPS and statistical analysis, AI-driven insights, sentiment, and exports for deeper work.

Turn survey responses into measured indicators — define indicators, bind them to questions, view results with trend and disaggregation, organise them into a results framework, and generate donor reports.

Close the loop on responses — route responses into cases automatically, track them against SLAs, and run a confidential beneficiary Complaints & Feedback Mechanism.

Running a FlexiSurvey workspace as its administrator, covering people and roles, security, billing and seats, integrations, and data governance.

Running a field data collection operation, covering assignments and cases, the review queue, quality checks and back-checks, and device rollout.

A practical manual for enumerators using the FlexiSurvey mobile app, from setup through offline interviewing to getting everything synced.

Authenticate against the REST API, page and pull data incrementally, and verify signed webhooks — with copy-paste JavaScript and Python samples.

The platform limits FlexiSurvey actually enforces, including instrument size, uploads, API rates, pagination, exports, and datasets.

Symptom-by-symptom answers to the issues users actually hit, from sign-in and building to field sync, exports, and the API.

Release notes for FlexiSurvey, month by month, covering what shipped and what it means for your work.