> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Launch a New Survey or Field Campaign

> Take a new survey or field campaign from questions to rep visits to reports, tested in a sandbox first.

A new survey or field campaign, such as a promotion compliance audit or a share of shelf check, touches several parts of FieldKo: questions and surveys, a task type, visit templates or a field campaign, and the reports that measure the result. Use this checklist to launch one end to end, so reps see the right tasks on visits and you can report on the answers from day one.

## User Permissions Needed

| To do this | You need |
| - | - |
| Create questions, surveys, task types, and visit templates | FieldKo Manager Permission Set |
| Create field campaigns | FieldKo Manager Permission Set |
| Create reports on survey answers | Create and Customize Reports, and access to the report folder |

## Before You Begin

* Write down what you want to measure and how you'll report it, such as on-shelf availability by store or promotion compliance by rep. Design the questions for that report. See [Design Surveys and Tasks for Reporting](/platform/customize/design-surveys-for-reporting).
* Decide how reps get the survey: on every visit through a visit template, or on a set of stores for a set period through a field campaign.
* Make sure every rep involved has active call cycles that cover the dates.

## Launch the Survey or Campaign

Complete these steps in order. Each step links to the full instructions.

<Steps>
  <Step title="Build the Questions and Survey">
    On the **Question** tab, create each question and set it to **Active**. Then, on the **Survey** tab, create the survey, add the questions in order, and set it to **Active**. Use picklist and number questions for anything you want to chart. See [Build Surveys](/admin/surveys).
  </Step>

  <Step title="Create the Task Type">
    On the **Task Types** tab, create a task type, enter its **Estimated Time(In mins)**, and set the survey as its **Default Survey**. Select **Active**. See [Task Types](/admin/call-cycles-and-visits#task-types).
  </Step>

  <Step title="Get the Task onto Visits">
    Choose one of these ways:

    * **Every visit:** Add the task type to the visit templates reps use. Visits that already exist keep their tasks, so add the task to those visits on the **Manage Visits** tab if they need it. See [Visit Templates](/admin/call-cycles-and-visits#visit-templates) and [Add Tasks to Planned Visits](/managers/plan-visits#add-tasks-to-planned-visits).
    * **A campaign:** On the **Field Campaign** tab, create a campaign with the task, its dates, and its accounts. FieldKo adds the task to suitable **Not Started** visits and creates visits where there aren't any. See [Run Field Campaigns](/managers/field-campaigns).
    * **Without visits:** Create an account objective with a visit template to give each account the task. See [Account-Based Tasks (Objectives)](/admin/call-cycles-and-visits#account-based-tasks-objectives).
  </Step>

  <Step title="Test in a Sandbox">
    Build and test the survey in a sandbox first, with a test rep on a phone. Complete the survey on a visit, sync, and check the answers in Salesforce. Then move the records to production. See [Manage Releases: Sandboxes, Deployments, and Package Upgrades](/platform/data/releases).
  </Step>

  <Step title="Tell Reps What's Coming">
    Let reps know what the survey is for and when it starts. To email reps automatically when a campaign plans visits for them, turn on **Notify Rep on Visit Planning using Field Campaign**. See [Notify Reps About Campaign Visits](/managers/field-campaigns#notify-reps-about-campaign-visits).
  </Step>

  <Step title="Build the Report">
    Build reports on the **Survey Answers**, **Survey answer with store**, or **Visits with Survey Answers** report types, and add them to a dashboard. See [Share of Shelf Report Recipe](/managers/platform/recipes/share-of-shelf) for a worked example.
  </Step>
</Steps>

**To confirm:** After a rep syncs, the task appears on their visits with **Start Survey**. When the first answers sync back, they appear in your report.

<Warning>
  After reps start answering, don't delete or restructure the survey's questions. Deleted questions and surveys are removed from reps' devices at the next sync, and completed surveys can't be changed. To change a live survey, create a new version and switch the task type to it.
</Warning>

## See Also

* [Build Surveys](/admin/surveys)
* [Run Field Campaigns](/managers/field-campaigns)
* [Design Surveys and Tasks for Reporting](/platform/customize/design-surveys-for-reporting)
* [Retail Execution Metrics](/managers/platform/retail-metrics)


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