Manage Surveys

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

What are Survey Campaigns?

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Watch the walkthrough

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

Get started with managing Surveys

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.

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

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

  9. It has two view modes:

    • Grid view (the default view)

    • List view (the detailed view)

  10. Switch to List view

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

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

  13. You arrive on that survey’s template page

  14. Click More Options in the header menu of the survey and select Edit

  15. You arrive on the Edit survey template page