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

...

Access the Manage Surveys page

  1. Select My Apps in the top menu

  2. Scroll across until you see the Surveys button

  3. Select Surveys

  4. You arrive on the Manage Surveys page.

  5. 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

  6. Use the Manage Surveys For toggle to go to the library containing the survey you want to edit.

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

    Image Modified
  8. The title of the page changes to reflect the library you are now in

    Image Modified
  9. It has two view modes:

    • Grid view (the default view)

    • List view (the detailed view)

  10. Switch to List view

  11. Image Modified
  12. Use the page numbers at the bottom of the page to find the survey you want to add questions to

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

  14. You arrive on that survey’s template page

    Image Modified
  15. Click More Options in the header menu of the survey and select Edit

    Image Modified
  16. You arrive on the Edit survey template page

    Image Modified