Manage Surveys

Introduction

Survey page is used to create the survey. This is where the survey is actually created. Without creating a survey the template created has no meaning. You need to link the template and regions. There are other features like making the survey visible to users, start and end date of survey. The name mentioned as title will be displayed to the user.

Prerequisite

1. You should have template which is created and saved.
2. The region to which the survey should be associated with, should be created.
3. All the participants that need to respond to this survey, should be assigned to the same region as this survey.

Menu

Survey --> Manage Surveys

Survey List

1. Show surveys without any regions? : Selecting this checkbox will include the surveys in the list even if they are not associated with any region.

2. Search : Search existing surveys with their title, start date or end date.

3. Create new survey : Used to create a new survey.

4. Edit : Used to edit existing survey settings.

5. Custom Paticipants Deadline : Clicking on this for any particular survey will take you to the participant list page of that survey. Here you can edit the Start Date and End Date for any particular participant for that survey. It will redirect to Custom Participants Deadline.

6. Calculate Scores : When you make any changes in scoring of the particular template, you need to recalculate score of the survey for which that template is assigned.

7. Show Progress : This will take you to check the progress of all participants for that survey.

* 1. This will also tell you whether particular participant has submitted that survey or not. Green tick indicates that, particpant has submitted that survey and red exclamation mark shows that this participant has not yet submitted that survey.
* 2. This shows the Submitted Date of that participant.
* 3. This shows the Last Answered date of that participant for that survey.
* 4. Clicking on it will help you to check the response and score of every single node of that participant for that survey. please check the below image for the same:

8. Start : This shows the start date of that particupar survey.

9. End : This shows the end date of that particupar survey. End date means after that date that particular survey will expire or close for the users. If the end date is not mentioned then that survey will never expire or close.

10. Is Live : Shows that if the survey is active and its visible to users (represented by green tick icon) or inactive (represented by red exclamation icon). This will remain green only when the start date is appropriate and "Visible to survey users?" is clicked into Edit Survey Please check the below image for the same:

11. Participants Submitted : This will show you the number of participants who have submitted that particular survey. Check the below image:

12. Participants Started: This will show you how many participants has started that particular survey. Check the below image.

Add Survey

1. Title : This field holds the title or name of the survey.

2. Template : Select the template on which your survey should be based.

3. Start on : Select the date on which you want your survey to start or when you want the survey to be visible to the user(eg:. 2021-01-01 00:00).

4. End on : Select the date on which you want your survey to end and no longer be visible to the users. If no end date is provided, your survey will always remain visible to users.

5. Don’t close when end date is reached : Select, if you want a survey to stay open even after the survey is expired or reached its end date.

6. Visible to survey users? : Select the option to make your live or launch your survey. Unless you tick this option none of the participants would be able to see this survey. Only Administrators would be able to see the survey when they impersonate as a participant.

7. Web page name : This field holds the name of the survey that will be displayed in the survey URL.

8. Create : Will create the survey in the system with the details entered on the form..

9. Cancel : Will take the user back to the Survey List Survey List page cancelling the create process.

Edit Survey

1. Title : This field holds the title or name of the survey.

2. Template : Select the template on which your survey should be based.

3. Start on : Select the date on which you want your survey to start or when you want the survey to be visible to the user(eg:. 2021-01-01 00:00).

4. End on : Select the date on which you want your survey to end and no longer be visible to the users. If no end date is provided, your survey will always remain visible to users.

5. Don’t close when end date is reached : Select, if you want a survey to stay open even after the survey is expired or reached its end date.

6. Visible to survey users? : Select the option to make your live or launch your survey. Unless you tick this option none of the participants would be able to see this survey. Only Administrators would be able to see the survey when they impersonate as a participant.

7. Web page name: This field holds the name of the survey that will be displayed in the survey URL.

8. Model: Select the option from the dropdown list box whether to close the page or keep it open after user click on submit button.

9. Requires credit : Select if this survey requires credit with started.

10. Email on submit : This field hold the email addresses of the managers who should be emailed when a user submits this survey. In case of multiple email ids, separate them with comma (,).

11. Region : Select Regions to which the survey should be associated with. This survey will only be visible to participants of the region they are associated to.

12. Locale : Provide the language code for the survey instance. This field should only have a value if you have survey's in mutiple languages. If you have a survey in French then add "fr" or "jp" for Japanese etc.. If you only have a survey in English ignore this field and leave it blank.

13. Survey IDs to Prefill from: Add the name of the survey from where we need prefill for current year.

14. Hide Survey: Tick this box if you want to hide the old survey from the New and Open tab when survey end date is reached. This tick box should not impact survey present in the Submitted tab.

15. Update : Will update the survey details modified on the form.

16. Delete : Will delete the survey. You will be asked for confirmation before deleting the participant. All the data associated for the survey will be lost. However the template to which the survey was associated will remain unaffected.

17. Cancel : Will take the user back to the Survey List Survey List page cancelling the update process.

FAQ's

Why is my survey not visible to participants?

There could 2 different stage in survey cycle where the survey is not visible to participants, If you are setting the new survey or the survey was already visible.

In case of 1st scenario, when you are setting up a new survey

1. For survey not visible could be that Visible to survey users? field is not ticked in Edit Survey Edit Survey page.

2. There could be a possibility that the region of the survey is not same with your participant’s region. You can check field Region of Edit Survey Edit Survey page and Region field of Edit Partcipant Edit Participant page. Appropriate survey region should match with participant region.

In case of 2nd scenario, where the survey was already running.

1. If survey is not visible to participants, it is possible that end date of the survey has already passed. You can check the end dates by going to Edit Survey and look for End on field.

Why don’t I get email when participant submit a survey?

You need to check if your email is mentioned in field Email on submit above Edit Survey. If it is not then please add it.

When configuring a survey instance, would you recommend we have the Locale set to “en” or left empty? What behaviour is actually affected by the Locale setting?

If you have a survey which is going to be launched only in English then you can prefer to leave "Locale" field blank. If you have surveys to be launched in multiple languages then each of the survey including English should have a value in the Locale field based on the language of that survey.

What is the difference between the “Visible to survey users” and “Hide Survey” settings (other than their polarity) ?

Visible to survey users should be ticked when you want to make the survey live for the participants. Unless you select this box none of the participants except for administrators would see the survey. However once the survey is live and participants have submitted the survey, than submitted survey will always be displayed irrespective of this option is selected or not.

If you want to hide the survey after the submission then Hide Survey option should be ticked which would hide even the submitted surveys.

Some addition FAQ's