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
Click the Edit Survey button for a specific survey on your Surveys page
Click the Questions tab > select Edit Questions
Click the question to edit a specific section or question (sections can be expanded using the Expand/Collapse Chevron icon), or
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
To move questions outside the section click the Chevron icon to expand the question and the dropdown to move questions to another section
Click the Add New Section link to create a new section, or
Click the Add Question link to create a new question within a section, or
Click the Preview icon to see a demonstration of the survey, or
Click the Copy Link icon to copy the URL to your clipboard, or
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:
Click the Edit survey button for a specific survey on your Surveys page
Click the Questions tab > click Edit survey
Click Edit Survey at the top of the survey design page to unlock the editing options
Edit as needed > click Done to update
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.
It is possible to use the below HTML to format the short and long description fields in the survey design such as adding a link or bolding text:
<a href="website or online document URL here">hyperlink text here</a>to include a link in the description section. This link will allow the page to open in a new tab rather than redirecting users from the survey page. You will need to ensure that there is a question within the section to ensure that the section appears to participants. If there are no questions in the section, the section will not appear and the link will not be visible when a participant takes the survey.
<p>to create a new paragraph, which will cause the text to appear in a new line.
<strong>bold text here</strong>to bold text.