Design and Manage Surveys

Preview

Users can preview the created survey by clicking on the "Preview" button located in the side panel on the left. In the preview survey mode, you can answer questions and navigate through the survey just as participants would using a real link. The survey appears exactly as it would in the real link, with the added feature of a mobile preview that can be opened and closed.

Additionally, the survey can be previewed in both Desktop and Mobile views by clicking on the respective icons located on the upper right side.

Desktop view  

This is the default view that provides users with the look and feel of the survey in a desktop layout. The desktop icon is highlighted when the user is in the desktop view, as shown in the provided screenshot.

Mobile View 

This feature allows you to preview how the survey will appear on a mobile device. The mobile representation is dynamic, enabling you to navigate through the survey just like you would with a real mobile link. This functionality operates similarly within the Survey Platform.

Welcome Note

The Welcome Note within the survey is an introductory block of text that precedes the survey questions. This note aims to provide context for the survey, explaining its purpose and why the recipient should participate. It's an opportunity to clarify how the collected information will be used and to establish a sense of relevance and importance.

To create a welcome note, simply click on the “Welcome Note” button situated in the left-side panel.

Clicking on the “Welcome Note” option opens a text field where users can input the welcome note, survey introduction, or any relevant information. Users have the flexibility to adjust the style and formatting of the message according to their preferences.

Once entered, the note will appear in the preview at the outset of the survey questionnaire. To make it visible, users should toggle on the "Show Welcome Note" option and then save their changes.

Welcome Note in Preview

The welcome note that has been entered will be showcased at the start of the survey, as illustrated below.

Exit Note

The Exit Note is a piece of text that appears at the conclusion of the survey. To include an exit note, simply click on the "Exit Note" button located on the left-hand side panel. Upon clicking the "Exit Note" button, users are presented with radio buttons for both Exit Note and Exit Link options.

By default, the Exit Note radio button is preselected, enabling users to enter their Exit Note within the text editor. Users have the flexibility to adjust the style and formatting of the message according to their preferences. The exit note will be visible in the preview once the survey concludes.

Alternatively, users can also choose the Exit Link option for their Exit Note, allowing them to input a URL that will be displayed at the conclusion of the survey.

Exit Note in Preview

Exit Link in Preview

Other Settings

Users can modify and update various survey settings by clicking on "Other Settings" in the left-side panel. Here, they can adjust the survey's title, tags, and description.

Users are also presented with the option to adjust pagination settings, including Default View, One Question at a Time, and Add Pagination.

Pagination: Default view

Pagination: One Question at a Time

Users can configure pagination based on the number of questions or by sections. For example, in the screenshot provided below, the user has configured pagination for a set of 2 questions.

Filters for Surveys

You can find the filter button located in the upper right corner, as demonstrated in the screenshot below.

The filter feature provides users with extensive control over survey searches. With this feature, users can swiftly obtain relevant search results by applying various filter types, including:

1. Filter by Date: This filter allows users to narrow down search results by selecting date categories like "Create Date," "Publish Date," and "Archive Date." Users can specify a date range using the "From - To" date fields and date pickers.

2. Filter by Status: This filter refines searches based on survey status. Users can filter surveys by selecting from options like "Draft," "Public," and "Archived" in the dropdown menu.

3. Filter by Owner’s Name: Users can easily locate surveys if they remember the owner's name. This filter provides a dropdown list of survey owners. After selecting an owner and applying the filter, the user receives a complete list of surveys created by that owner.

4. Filter by Tag: Users can also filter surveys by selecting specific tags. By choosing a filter tag, users can view all surveys associated with that tag. Applying the filter allows users to narrow down their search results.

Down Arrow Dropdown Button

Users have access to a downward arrow dropdown button located next to the filter button. This button offers users control over managing tags, accessing overall analytics, and adjusting settings, as shown in the screenshot below.

Manage Tags

Users can create, edit, and delete tags by clicking on the "Manage Tags" button in the downward arrow dropdown. When the user clicks on the "Manage Tags" button, they will be directed to the screen below, which includes buttons such as:

Create New Tag

This option enables users to create a new tag by providing a tag name and description.

Down Arrow button

Users can edit or delete tags by clicking on the down arrow button next to each tag.