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Creating an Account

New to EdLab Applications? Request an Invitation to use Survey Sidekick:

  1. Go to
  2. Click “Request An Invitation”.
  3. Check your email for an access code and follow the instructions.

Returning EdLab Users:

  1. Go to
  2. Click “Log In with EdLab Account” and proceed to log in.

Creating a Survey

Once you’ve logged in, you’re ready to create a new survey.

  1. Click “Create Survey”, then choose one of the following options from the dropdown menu:
    • New: Create an original survey for a new sample
    • Copy Existing: Copy an existing survey in your account for a new sample
    • Follow-up: Create an original survey for an existing sample
  2. Provide a title and description for your survey in order to START the survey design process. You also have the option of including an Institutional Review Board (IRB) form and/or your company or institution’s logo. Click “Next” to proceed.

In the DESIGN section, you will create questions, responses, and other text for your survey.

  1. Click “Add”, then choose one of the following survey elements from the dropdown menu:
    • Question: Hover over this option for more specific options, then click the desired question type
    • Heading: Click this to provide a brief sub-heading
    • Text: Click this to add more text beneath a subheading or between questions
  2. Continue to add and make your desired modifications to the Question, Heading, or Text nodes, then click “Save” to preview the survey in context.
  3. When you are satisfied with the survey design, click “Next” to proceed.

In the SAMPLING section, you will define the sample and create settings for the distribution of your survey.

  1. Set or revise the survey’s stage to one of the following:
    • Informal Pilot: Intended for informal testing primarily among collaborators. The survey's questions can still be modified even after it has been launched, so the sample results may not be accurate.
    • Formal Pilot: Intended for formal pilot-testing. Questions cannot be edited once the survey has been launched. You are required to specify an end date for formal pilot surveys.
    • Final: Intended for finalized surveys. Questions cannot be edited once the survey has been launched. You can leave the close date open.
  2. Choose one of the following methods of distribution:
    • Enter a list of email addresses, separated by commas or a new line
    • Enter email addresses individually
    • Create a public link for the survey
    • Generate a printable view of the survey for exporting as a PDF
  3. Select a launch date and time for the survey. You can also set a closing date and time, but leaving the field blank will keep your survey open.
  4. If you elected to distribute your survey by e-mail, you will also have the option to do the following:
    • Edit and preview the invitation message that will be sent to the sample.
    • Edit and preview the reminder message. You can also set the frequency and time of day the reminder messages will get sent to your sample.
  5. Select a confidence level: 95% or 99%.
  6. Identify your population size, then calculate the sampling error or required sample size.
  7. When you are satisfied with the sampling and distribution settings, click “Finish” to launch the survey.

Using the Tutorials

Survey Sidekick has integrated tips and theory on survey design and deployment. They can be accessed either through the Tutorials section in the navigation bar at the top, or at any point while creating a survey. The icon means there is a tutorial section relevant to that part of the survey design process. The icon indicates there is a tip on how to use Survey Sidekick. This point-of-action helps ensure you can design your survey easily and effectively.

Managing Your Surveys

After logging in, you will be taken to the My Surveys page, where you can:

  • Check the stage, status, and launch dates
  • Analyze the results
  • Edit and review the survey
  • Delete the survey

Analyzing the Results

After deploying your survey, you can check the responses in the My Surveys section. Click "Analyze" next to the survey for which you would like to see the results. Here you can check the number of respondents as well as download the results in csv format in one of three structures:

  1. per-respondent results
    • This summary result format gives you one row per member of the sample, and one column per survey question.
    • Non-responders are included as rows. This is useful for comparison's sake, if you are conducting multiple surveys with the same sample.
  2. per-respondent codebook
    • The codebook is a mapping from the column headers output for per-respondent results above to more descriptive text for each column.
    • Use this codebook to help you identify what question each column refers to and to help you rename columns more appropriately for the question given.
  3. all individual responses
    • This raw result format gives you one row per individual response, to each question, by each responder. The columns store different characteristics of the responses.
    • This provides some additional details for each response not available in the per-respondent summary format.