Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Manage Surveys page allows you to manage all your Survey templates and Survey Campaigns

...

What are Survey Campaigns?

...

Watch the walkthrough

https://www.loom.com/share/9a11a65feac34d40badad7a8ff0d3e3f

Get started with managing Surveys

...

Access the Manage Surveys page

...

Select My Apps in the top menu

...

Scroll across until you see the Surveys button

...

  1. In the Side Menu, select Survey

  2. Click the Master Survey option

    image-20241126-072404.pngImage Added

  3. You arrive on the Manage Surveys page

...

It has two view modes:

...

Grid view (the default view)

...

  1. .

  2. It has three levels that you can look at

    • My Surveys: these are the surveys that you personally own or have added to your favourites

    • My Organisation’s Surveys: these are surveys owned by your organisation and/or used on your organisation’s projects

    • My Project’s Surveys: these are surveys used on that specific project. This page loads for a single project at a time

  3. Use the Survey Used By toggle to go to the library containing the survey you want to edit.

    image-20241126-071527.pngImage Added

  4. If the survey is owned by your organisation, select the name of your organisation in the dropdown list

    image-20241126-071600.pngImage Added

  5. The title of the page changes to reflect the library you are now in

  6. It has two view modes:

    • Tiles view (the default view)

    • Tables view (the detailed view)

  7. Click the survey name you want to look. It will load the Survey Profile page of that survey

  8. Or you can switch to Tables view to look at more details of the survey

    image-20241126-071737.pngImage Added

  9. Use the Load More button at the bottom of the table to load more survey and find the one you want to look at

  10. Click the name of that survey, shown in blue

  11. You arrive on that survey’s profile page

    image-20241126-071953.pngImage Added

  12. Click Set the Questions option

    image-20241126-072103.pngImage Added

  13. You arrive on the Edit survey template page

    image-20241126-072152.pngImage Added

  14. Add or edit the questions how you want and click on Save at to save the changes