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Adding a survey to a topic

Adding a survey to a topic

Owned by James Goodwin
Last updated: Jan 26, 2022
5 min read

The Survey tab allows you to attach an existing survey to the topic, as well as edit, copy, archive, and delete a survey, as well as manage access settings. When a user completes the topic, the survey will become available. 

The following settings are available for an unpublished survey:

Setting 

Description

Setting 

Description

Edit 

Click to edit the survey details such as name, description, and questions. 

For information on how to create a survey, see Creating a survey. 

Make copy 

Make a copy of the survey. 

To make a copy of the survey:

  1. Click the Make copy icon. 
    The copy survey popup appears. 

  2. If necessary, in the Please write title for survey copy field, edit the survey title. 

  3. 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.

Click Show draft (#) to view draft surveys.

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 survey.

Delete

Delete the draft survey. 

To delete a draft survey:

  1. Click the Delete icon. 
    The Are you sure? popup appears. 

  2. Click Delete.
    The survey is deleted. 

Publish

Click to publish the survey if it has not yet been published. 

The following settings are available for a published survey:

Setting

Description

Setting

Description

Share survey

Share the survey with one or more users in the community.


To the survey:

  1. Click the Share survey icon. 
    The Share popup appears.

  2. Select one of the following: 

    • All users with access: Shares the survey with all users with access to the survey

    • All users who have not replied: Shares the survey with all users who have not yet completed the survey

    • Specific available recipients: Share the survey with one or more individual users. 

  3. Click Share.
    The survey is shared. 

Copy to clipboard

Copy the link to the survey. You might copy the link to the survey and paste it in an email or Fuse post. 

Report

Generate a report containing user participation information.

For more information on creating reports, see Creating a report for a survey. 

This icon allows you to generate a survey report using the legacy reporting functionality. For information about reporting in Universal Analytics, see Universal Analytics Reports.

Make copy

Make a copy of the survey. 

To make a copy of the survey:

  1. Click the Make copy icon.
    The copy survey popup appears. 

  2. If necessary, in the Please write title for survey copy field, edit the survey title. 

  3. 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.

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 survey.

Activate the survey toggle

Toggle to the right to activate the survey.

After a survey has been published, you must manually activate the survey by clicking the toggle.

The following settings are available for an archived survey:

Setting 

Description

Setting 

Description

Report

Click to create a report for the survey. 

For more information on creating reports, see Creating a report for a survey. 

This icon allows you to generate a survey report using the legacy reporting functionality. For information about reporting in Universal Analytics, see Universal Analytics Reports.

Make copy

Make a copy of the survey. 

To make a copy of the survey:

  1. Click the Make copy icon. 
    The copy survey popup appears. 

  2. If necessary, in the Please write title for survey copy field, edit the survey title. 

  3. 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.

Click Show draft (#) to view draft surveys.

Delete

Delete the draft survey. 

To delete a draft survey:

  1. Click the Delete icon. 
    The Are you sure? popup appears. 

  2. Click Delete.
    The survey is deleted. 

Unarchive

Click to unarchive an archived survey. 



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