Edit a Survey

Guidance on how to edit a survey in draft and live mode

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What can I learn from this page?

Guidance on how to edit a survey in draft and live mode

Who is this guide for?

Account Admins, Survey Admins, Survey Creators


Any draft or live surveys can be edited using the Questions page. When a survey has been launched, there are guidelines to survey edits in order to maintain the data integrity of the answers gathered. The following types of editing are available:

  • Change the name of the survey

  • Add new sections, remove sections, re-name sections, or move sections up or down

  • Add new questions, remove questions, re-word questions, or move questions up or down within a section

  • Change the question type (e.g. rating, free text, single select, etc)

  • Change the select options used for certain questions, or move options up or down within a question

  • Change the factor assigned for reporting purposes

  • Choose account demographics to be tracked in the survey

  • Maintain self-report demographics used in the survey

Settings can be edited at the account level by Account Administrators, such as timezones, logos and survey participant data.

Edit a survey in draft mode

  1. Click the Edit Survey button for a specific survey on your Surveys page

  2. Click the Questions tab > select Edit Questions


  3. Click the question to edit a specific section or question (sections can be expanded using the Expand/Collapse Chevron icon), or

  4. Click the Delete icon to delete a section or question, or hover your cursor to the left of the question and click the Upward Arrow to rearrange questions within a section


  5. To move questions outside the section click the Chevron icon to expand the question and the dropdown to move questions to another section


  6. Click the Add New Section link to create a new section, or


  7. Click the Add Question link to create a new question within a section, or

  8. Click the Preview icon to see a demonstration of the survey, or

  9. Click the Copy Link icon to copy the URL to your clipboard, or

  10. Click the pdf icon to open a printable version

Edit a survey in live mode

Editing a survey in live mode follows the same process as above but there is an extra step to unlock the editing options. See below:

  1. Click the Edit survey button for a specific survey on your Surveys page

  2. Click the Questions tab > click Edit survey


  3. Click Edit Survey at the top of the survey design page to unlock the editing options


  4. Edit as needed > click Done to update

Note: It is important to refer to our for our guide to editing surveys if they have already launched for best practices and recommended edits once the survey is live.

Questions not shown to participants

All engagement surveys created after April 2019 will have a section called Questions Not Shown to Participants. This is viewed on the bottom of the survey designer application and refers to survey questions that are hidden from survey respondents.

This may happen for several reasons:

  • Questions have not yet been assigned to a section, e.g. a section was deleted and all the questions from that section are now 'orphaned'.

  • Exit or onboard survey questions that are only used internally, by a person who conducts an interview, or wants to make notes about an employee.

Moving a question to Questions Not Shown to Participants:


Question has been successfully moved to Questions Not Shown to Participants.


Note: Deleting a section does not move the questions underneath the deleted section to "Questions not shown to participants" contrary to the old designer where it automatically does this.

Formatting Options

You can use HTML to format the Long Description field in the survey design. This means you can add things like links or make text bold. Just remember to type in the HTML code.

  • Adding Links: Use <a href="website or online document URL here" target="_blank">hyperlink text here</a> to include a link. This will open the linked page in a new tab, keeping your survey uninterrupted. Just remember, you need to have a question in the section for the link to show up to participants.

  • Creating Paragraphs: Use <p> to create a new paragraph, which will cause the text to appear on a new line. Use </p> to close the paragraph.

  • Bulleted Lists: Use <li> to add bulleted items e.g. <li>First item</li> <li>Second item</li> <li>Third item</li>

  • Bold Text: Use <strong>bold text here</strong> to bold text.

See also:

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