Manage Master Surveys
The Manage Surveys page allows you to manage all your Survey templates and Survey Campaigns
What are Survey Campaigns?
To collect survey responses, a survey needs to be added to a project
Whenever a survey is added to a project, a Survey Campaign is created
Each of your surveys can be added to several projects - which is why a single survey can have several Survey Campaigns
Watch the walkthrough
https://www.loom.com/share/9a11a65feac34d40badad7a8ff0d3e3f
Get started with managing Surveys
How to access the Manage Surveys page (scroll down)
See the surveys used on a single project (scroll down)
See all the surveys used across your organisation (scroll down)
Access the Manage Surveys page
In the Side Menu, select Survey
Click the Master Survey option
You arrive on the Manage Surveys page.
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
Use the Survey Used By toggle to go to the library containing the survey you want to edit.
If the survey is owned by your organisation, select the name of your organisation in the dropdown list
The title of the page changes to reflect the library you are now in
It has two view modes:
Tiles view (the default view)
Tables view (the detailed view)
Click the survey name you want to look. It will load the Survey Profile page of that survey
Or you can switch to Tables view to look at more details of the survey
Use the Load More button at the bottom of the table to load more survey and find the one you want to look at
Click the name of that survey, shown in blue
You arrive on that survey’s profile page
Click Set the Questions option
You arrive on the Edit survey template page
Add or edit the questions how you want and click on Save at to save the changes