Help Pop-up for Edit Survey

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Survey Editor

Survey Status
The status ranges from Not Saved to Draft to Live to Closed. You can change the status on the main View Surveys page.

Survey Name
This is used for your reference only.

Survey Title
This will appear at the top of the survey.

Survey Type
Choose either Public or Private. Select Public for anyone to be able to take the survey. Select Private and only current subscribers will be able to participate.

Introduction
The introduction paragraph will appear at the top of the survey below the title.

Completion Page
Enter the address of a web page to be shown when survey is completed. If you leave this blank, a generic “Thank You” page will be shown instead.

Style Options
Choose your font and background colors.

Save & Continue

  • Save – to save your survey and continue editing.
  • Preview – to preview how the survey will look to the user. This option is disabled until after the survey has been saved at least once.

Questions

  • Add Question – to add a new question to the survey. This option is not shown until after the survey has been saved at least once.

Survey Logo
The default logo or banner for your survey is the Account Logo under My Account > Settings > Member Profile. Once a survey is saved, you can upload a new Survey Logo if you wish. This step is entirely optional.

You may upload a logo or banner to appear at the top of each survey or you can use the default logo or banner image for your account. To change the default header logo, click Settings at the top right under Control Panel text or go to My Account > Settings. On the Settings page, click Member Profile section and Upload under Account Logo. The new image will then appear at the top of the survey. If you do not upload an image Account Logo, the survey will use the text entered in the Organization Name field instead.

Add Question

Question Text
This is the wording of the question that will appear above the response area.

Question Type
This controls the form of responses allowed for this question.

  • Text Field – for questions that require a short text response.
  • Text Area – for questions that require a long text response.
  • Checkbox – for questions with multiple choice answers and that any number of answers can be selected.
  • Radio Button – for questions that have multiple choices in which only one answer can be selected.
  • Dropdown – for questions that have multiple choices in which only one answer can be selected.
  • Multi-Select – for questions that have multiple choices where multiple answers can be selected.
  • None – to add a block of text explaining something to the person filling out the survey, use this option.

Edit Question

Manage Choices
Some questions allow more than one answer.

If you choose Checkbox, Radio Button, Dropdown or Multi-Select question type, you will be able to add response options using Manage Choices.

You may offer up to 10 choices, plus Other for the user to fill in their own answer. Enter your questions and click the Save Choices button.

You can edit your choices by returning to this page with the Manage Choices button.

Edit Question Text
Alter survey question text.

Change Question Type
Change the input format for survey question.

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