Choosing your survey settings

My surveys

This tab is your index for recent surveys, where you can access, edit and manage them. Once you have created your survey, this is where you move to Schedule and Share it.

From here, you can rename your survey, as well as Preview, Duplicate or Delete it. You can sort your surveys by either Last modified or Name and you can also access your Reports.
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The number or surveys completed is shown in the left hand square, with the color of the square indicating the status of your survey:

Red: inactive
Amber: scheduled
Green: active

To manage your survey click on its bar to expand it and show further options.
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Here you can see a snapshot of the last seven days' responses in graph form and edit your survey. Click on the Edit button to access your survey and make changes. This is also where you can Schedule and Share your survey.

Schedule your survey

Click on the Schedule button to choose your confirmation, scheduling and multiple responses options.

Confirmation options

Once the user has completed their survey you have the option of either displaying a message or redirecting them to your website.

To display a message, click the radio button and enter your desired title and message. If the fields are left blank, the title and message will default to Confirmation and Thank you for completing this survey respectively.

You can also choose to have an email sent to the email address of your choice by checking the box, alerting you to the completion of each response.
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To redirect to your website, click on the radio button and enter the desired URL in the field that displays.

Scheduling

Now you are ready to activate your survey, you can either select to activate immediately, schedule a specific start and expiry date or mark your survey as inactive.

As a default, scheduling is set to Immediately within the Start field.

To schedule a start and expiry date, select the Start field to produce a dropdown and select From a specific date. The section will expand to display the scheduling fields. Select your start date and time and you can also enter the text you wish to display prior to your survey starting. If no text is entered it will default to read Pending as a title and This survey is not due to start yet. Please check back again soon as the message.

Similarly, to schedule the expiration date and time for your survey, select the End field to produce a dropdown and select On specific date. This section will expand to enable you to select an expiry date and time, meaning your survey will only be live within this window. Again, you can also enter the text you wish to display once the survey has expired. If no text is entered it will default to read Expired as a title and This survey has now expired as the message.

If you wish to schedule the start of your survey but remain active indefinitely leave the End field as Never.

To make your survey inactive, select the Inactive radio button. Again, you can enter the text you wish to display while your survey is inactive. If no text is entered it will default to read Inactive as a title and This survey is not active at present. Maybe you're too late or the switch hasn't been flicked yet as the message.

Multiple responses

There are two modes for survey submission:

  • Respondents can complete the survey once only - By default, surveys can only be completed once per user; this reduces the chance of getting duplicate data. When a user comes back to the same survey from the same computer, they will see the Thank you for completing this survey message.
  • Respondents can complete the survey multiple times - There are many reasons why you might want a survey to be restarted and submitted multiple times (perhaps you are using it as a form on your website, or have a series of users sharing a computer).

To switch between these two modes, simply select the appropriate Once only or Multiple times radio button.

Click Save to save your scheduling settings.
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Confirmation of your survey scheduling

The expanded survey view will now show in the schedule window that the survey is active and details of the scheduling window that has been set.
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If no window has been set and the survey is set to active immediately then the view will show the Active since date or time.
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If you set your survey to inactive, the date this is from will be displayed in the schedule window.
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