Get Started - New Survey

The process for building a survey will depend on which method you use. On the Projects tab in Baseline, you will see a blue button in the top right-hand corner that says "New Project" or "Request Project".

The "New Project" option will only appear if you have access to Self-Service Builder. If you believe you should have access, please contact your campus' Baseline site administrator.


Clicking on the "New Project" button will bring you to a screen with three additional options: Goal-Oriented, Assistance-Based, and Free-Form.



Click "Build Project" to select from a list of pre-made surveys. For more details, see our Goal-Oriented Projects article


Click "Request Project" to begin a project request form.

This short form should be submitted at least four full business days before you would like your survey to be active to collect data. You will receive a confirmation upon submission of the form. If you do not receive a confirmation, please submit a ticket.

If you have selected Full Consultation in the form, a survey design specialist will review your survey and provide recommendations. If you would like in-depth feedback, please submit in advance of the four-day minimum.

Note: This is the same process for users who only have the "Request Project" option available on the Projects tab.

Click "Create Project" to use the Self-Service Builder to create your own survey from scratch. 

Get Started - Copy a Survey

If you wish to copy a previously administered Baseline project, you can do so using the project request form. 


You can also copy and modify a survey that has been shared in the Community tab. Select the survey, go to the "Request/Copy" tab, and select "Request this Project" or "Copy Project".


Preview Your Survey

Previewing your survey will allow you to see the survey exactly how it will appear to respondents. We recommend that you review your survey through both the preview and outline buttons before administering. You can also share the preview link with others to review without any responses being recorded. 

Edit Your Survey

If you have access to Self-Service Builder, you can edit your survey the same way you built it.

If you do not, you will need to submit your desired edits to the Support team. Once edits have been completed (or if they are not needed), your project will become active on the open date you selected in the request form. No additional steps are needed to activate your project. If you need to change the open dates of your survey, please call (716) 270-0000 or email to the Baseline Support team.

Administer Your Survey

You have several options for administering your survey. If you opt to use the Baseline mass mailing tool for administration, please note you will need to set up your mailings and reminder mailings in the mass mailing module.

View Your Results

Data will be available in real time. As soon as the first respondent answers a question, you will able to see that response in your results.

Have more questions? Submit a request