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Setting | Description |
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Share | Share the survey with all users who have access, all users who have not completed the survey, and specific available recipients To share a survey: Click Share. The Share popup appears. Select one of the following options: All users with access: Shares the survey with all users selected in the User access section of the Access screen. All users who have not replied: Shares the survey with all users selected in the User access section, who have not completed the survey. Specific available recipients: Select one or more specific users you have given access to in the User access section.
If you have selected Specific available Users,in the Add user(s) name herefield, enter the name of one or more users. If necessary, in the Add a personal message (optional) field, enter a message to be sent to users with the event notification they will receive. The notification each user receives depends on their individual notification settings To share the survey, click Share. The survey is shared.
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Copy to clipboard | Click to copy the survey's URL to the clipboard. |
Report | Generate CSV reports containing user information for the survey.
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Make copy | Make a copy of the survey. To make a copy of the survey: Click the make copy icon. The copy survey popup appears. If necessary, in the Please write title for survey copy field, edit the survey title. Click Confirm. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings.
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Click Show draft (#) to view draft surveys. |
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Archive | Archive a survey that is not currently in use. Click to add the survey to the archived surveys list. Info |
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To unarchive a survey, in the archived surveys list, click the corresponding Unarchive button. |
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Access | Edit the access permission settings for the published survey. |
Activate | Activate the survey. Info |
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ImportantAfter a survey has been published, you must manually activate the survey by clicking the toggle. |
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Setting | Description |
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Edit | Click to edit the survey details such as name, description, and questions.
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Make copy | Make a copy of the survey. To make a copy of the survey: Click the make copy icon. The copy survey popup appears. If necessary, in the Please write title for survey copy field, edit the survey title. Click Confirm. The copy appears in the drafts list. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings.
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Click Show draft (#) to view draft surveys. |
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Archive | Archive a survey that is not currently in use. Click to add the survey to the archived surveys list. |
Access | Edit permissions settings for the published survey. Image RemovedImage Added |
Delete | Delete a draft survey. Image RemovedImage AddedTo delete a draft survey: Click the Delete icon. The Are you sure? popup appears. Click Delete. The survey is deleted.
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Publish | Click to publish the survey. Image Removed Image Added |
The following settings are available for each archived survey.
Setting | Description |
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Report | Click to generate a CSV report containing user information for the survey. Image RemovedImage Added
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Make a copy | Make a copy of the survey. Image RemovedImage AddedTo make a copy of the survey: Click the make a copy icon. The Copy survey popup appears. In the Please write title for survey copy field, enter a title for the copy. Click Confirm. The copy appears in the drafts list. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings.
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Click Show draft (#) to view draft surveys. |
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Delete | Delete a draft survey. Image RemovedImage AddedTo delete a draft survey: Click the Delete icon. The Are you sure? popup appears. Click Delete. The survey is deleted.
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Unarchive | Click to unarchive the survey. Image Removed Image Added |