Surveys are great way to gather information about your product via direct questions posed to your Users. It is important to keep Surveys shorter rather than longer as you want your Users to answer truthfully and not rush through them.

Create a Survey:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Homepage:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Surveys button in the main body area.
  3. Click the Create a New Survey link at the bottom of the table.
  4. Choose a Template to build your survey off of or add your own Title, Menu Label, Team Access and Advanced Options.
  5. Click the Next button at the bottom of the page.
  6. Click the Add a Form Element link at the top of the form.
  7. Select the desired Element Type and then fill in any necessary data.
  8. Click the Submit button at the bottom of the form to confirm.
  9. Repeat steps 7 and 8 above until you have added all desired Elements.
  10. Click the Return button when satisfied to complete the process of adding Elements and return to the Survey form.
  11. Click the Activate Survey button at the bottom of the form to make the Survey available to testers.

You have successfully created a Project Survey.

Modify a Survey:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Homepage:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Surveys button in the main body area.
  3. Click the table cell of the desired Survey.
  4. Make desired changes to the Basic Options and Advanced Options, as well as to Team Access. 
  5. Click the Submit button at the bottom of the page to confirm.
  6. Click the form icon to modify any Form Element on your Survey.
  7. Using the Create a New Element, Modify, Insert Above, Move Up, Move Down, and Remove links below each Element, edit the Elements of the Survey form as desired.

You have successfully modified a Project Survey.

Remove a Survey:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Homepage:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the Community Surveys button in the main body area.
  4. Hover over the table cell of the desired Survey and click the  icon to the right.
  5. Click the Yes, Delete this item link to confirm the removal of the Survey and all collected data.

You have successfully removed a Project Survey.

Related Article

What are the various Form Elements typically used for?

Requirements

  • Manage Surveys Role

Notes

  • You will need to activate a Survey before your audience can see it and fill it out. This can be done from the main Survey list page with the Activate check box, or from the Elements list page for your Survey by clicking the Activate Survey button on the bottom of the form.
  • Changes made to an existing Survey via these modification steps will not be retroactive to Users that have already filled out the Survey form. This means that once a Survey is live, any modifications you make to the Elements will only be reflected for Users that fill it out after the changes have been made. Please ensure you are ready to activate your Survey before you do so, or you risk generating mixed or inconsistent data.
  • When creating or modifying your survey, checking on Element Level Access under Advanced Options will allow you to set access rights for each individual Form Element on your survey dependent on team type. This is useful if you have questions on your survey that only a particular team should see.
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