Start seeing benefits
A guide to get you started so you can start seeing benefits quickly
You can always reach out to contact@candorfeedback.com to ask questions or for a guided walkthrough
Welcome to Candor! We know starting new things can be daunting, so we've put together this guide to help you hit the ground running and the get the most out of Candor from day one.
On this page:
Creating your Candor Feedback Survey
First things first – let's create your first Candor survey! Don't worry if you're not a survey-crafting pro; our AI-powered survey creator makes it a breeze. Simply input your goals and preferences, and Candor will generate engaging questions that are tailored to your needs.
Pro Tip: Keep your surveys short and sweet. We recommend aiming for 5-7 questions max to keep your audience engaged and encourage higher response rates. And to make sure audiences know what to expect from Candor surveys, our survey creator limits the amount and type of questions you can ask.
Written Walkthrough - Generating Preview
Once you login to the Candor dashboard, select the option on the side menu to create a New Candor Survey (boxed in red in the example picture). On the next screen, you'll see a New Candor Survey creator menu that looks like the examples shown below.
The first step is to name this new feedback survey. This section won't impact how your audience sees your feedback survey, it will only help you remember which survey is which when you look back at results. For example, if you were using this survey to get feedback on a daily update video series you're running, you could name this something like "Daily Update Videos".
Next, you'll start to give information on what you're looking for feedback on. Select a category for whatever you're looking for feedback on. Choose one of the premade options or you can use 'Other' if what you're looking for isn't listed.
If you choose 'Other', an input will pop up so you can describe what you're looking for feedback on in more detail. Remember you can use Candor for anything you'd like! Looking for feedback from your teammates on how you're playing on the basketball court…? Here you could write "My basketball skills".
In the 'Tell us more about it' box, give some more information about what you're looking for feedback on. Continuing the Daily Update Video example, in this box you could write something like "Looking for feedback on my daily video series I upload to YouTube. The series is mostly focused on fashion where I go through my outfit of the day and accessories."
In the next box, you have an opportunity to list out anything specific you're looking for feedback on if you have anything in mind already. For example, you could put in here "Looking for feedback on if my viewers like how often I release content and also if there's any specific topics they'd like me to cover each day".
In next the 'Details' section, you have a chance to include additional information for those that respond to your survey.
First, you can choose what name of yours will appear on this feedback survey. If you have previously set a name in the Candor settings, that will appear here by default. But you can also change your display name for each survey. For example, if you manage multiple accounts and this new feedback survey is for a specific YouTube channel, you could use the username for that channel.
Finally, if you'd like, you can include a welcome and exit message for responders to the feedback survey.
The welcome message will appear to responders when they first click the feedback survey link to provide their feedback. A personal message from you can often encourage better and more detailed feedback from responders. For example, here you could welcome and thank anyone giving feedback with a message like "Thanks for taking the time to respond - I'll read all of these to make our community better!".
The exit message will appear to responders once they finish and submit the feedback survey. Another opportunity to thank any responders with a personal message in your voice.
Written Walkthrough - Reviewing and Publishing
After pressing the 'Generate Preview' button, you'll see the Candor Survey Preview window. Note that it can take 15-20 seconds to generate the preview.
The preview is split into two parts: 1) the preview window itself where you can see how the survey looks and 2) the update side menu where you can request updates to the feedback survey and publish once ready.
First, review the preview survey to see how it looks. These feedback surveys are generated through the help of AI, so it's important to double check the result.
You can choose between looking in the 'Editor View', where you can see all of the questions laid out at once, or the 'Responder View', where you can see how it will look to one of your survey responders.
The initial preview is based off your responses to what you were looking for feedback on, and is based on question types and lengths of feedback surveys that we find get the most responses and annoy your audience the least.
After reviewing the preview, if you find anything off or would like to make any changes you can use the update side menu. You can make changes and updates to the preview by simply typing in whatever you want to update in the chat box.
Want to replace a question with another question? You could type in something like "Replace question 4 with a new question that covers what my audience wants to see more of in future videos".
Want to remove a question? Just type in that you want to remove it. Want to give different options for a multiple choice question? You could type in something like "Change the answer options for question 2 to be Fashion, Accessories, Shoes, or Other".
You have flexibility here, but remember that we try hard to ensure that all Candor Feedback surveys are "not annoying" for your audience - so that your audience knows responding to a Candor Feedback survey link won't be a painful experience. For that reason, the survey creator may not allow some of your updates. If you think there's an issue, just let us know at contact@candorfeedback.com and we'll help you through.
Once the preview looks good to you, press the 'Publish' button at the bottom of the update side menu to finalize your feedback survey!
You'll then be taking to the review page for your new feedback survey where you can get link to share your feedback survey and more.
After pressing 'Publish', your feedback survey is live! You can now start receiving aggregated feedback and increasing engagement within your community. The first thing you'll want to do is share your new feedback survey so you can start getting responses!
Pro Tip: For a deeper overview of the best ways to share your Candor Feedback survey and get the most responses, you can also check out our recent blog post: Sharing your Candor Feedback Surveys
Written Walkthrough - Sharing with Audience
Each of your published feedback surveys has a review page where you can 1) manage the feedback survey, 2) see charts of responses and automated summaries, and 3) review individual responses in detail.
Each feedback survey has a 'Main link' that is created automatically and you can share with your audience to start getting responses quickly. Expand the 'Main link' box and you'll see a link you can copy and a personalized QR code that you can save or copy.
You can also create additional sharing links, which can help you get a better view of your feedback responses. Have a daily video series that is upload to TikTok, YouTube Shorts, and Instagram Reels? You can create a sharing link for each of the three platforms so you can track if the feedback you get from TikTok is different from what you see from your Instagram audience.
To create a new sharing link, just press the plus icon next to the 'Sharing Links' section header. In the new link box, first enter the 'Reference name'. For example, this could be "TikTok link". Then you can add any of your own reference notes for this link. And finally, you can also add the URL of the content for your own reference. For example, this could be the link of the TikTok video that you asked for feedback on.
For content creators, we often see the best response rates and engagement when the sharing link is pasted into the description of the content or as a pinned comment to the post. If you'd like to use the QR code as well, we find that works best at the end of a video or post, for example in the end screen of a YouTube video where you can ask your viewers for feedback.
Reviewing your Results
Written Walkthrough - Reviewing Results
Once you've shared your new feedback survey and your audience starts responding, you'll start seeing summaries appear for each question on the review page. This is also where you can generate automatic, AI-powered summaries of all the responses to save yourself even more time. You can switch to looking at individual responses as well by switching the view to "Responses" on the top right of the screen.
First, you'll see the summary section, which is where you can get an automatic, AI-powered summary of all the feedback responses received so far. This can serve as your way to get a quick rundown of your audiences thoughts and feelings, and will also suggest new ideas that your audience is looking for. If you don't have time to look at anything else, this should be able to get you the information you need.
Next, you'll see the sentiment score chart. Every piece of feedback received is automatically given a 'sentiment score' from 1 (very negative) to 5 (very positive). A score of 3 is considered 'neutral' feedback. For example, if a responder gave positive answers to all of the feedback questions and didn't have any criticisms, that feedback would get a sentiment score of 5. This chart lets you quickly see how your audience is feeling across all of your responses.
Finally, you'll see response summaries for each question in the feedback survey. The type of summary you see will depend on the type of question. Multiple choice questions, for example, will show you a chart with a summary of the responses. Open response questions, like "Do you have any suggestions?", will be shown with automatic, AI-powered summaries.