Survey overview
In the Survey overview, you can find an overview of all surveys you have created in your account and manage them.
This is where you'll also find information about your response rate, number of invitations and responses.
All surveys are divided based on the touchpoint in the candidate journey:
Creating surveys
If you haven't added a survey yet for a specific touchpoint, the menu will look like this:
Click on "Create first survey" to add a survey for this touchpoint. This will allow you to create a first survey from scratch.
Otherwise, you can click on Create new survey on the top right corner of the overview to add a new survey. This will take you to the template gallery, where you can choose from one of our templates or start from scratch.
More instructions on creating new surveys can be found here.
Survey menu
A menu is available for each survey with several actions you can perform.
From here, you can perform a few actions.
Go to dashboard
This will take you to the survey dashboard for this survey.
Invite new respondents
Use this option if you wish to customize your invitation email, send yourself a test survey or if you need to invite your contacts manually.
Generate links
This is another option for inviting your contacts.
See all invitations
This will take you to the invitations overview, where you can see all batches you've sent for this survey.
Edit your survey
This takes you to the survey composer. From here, you can either edit your survey or access the Advanced survey settings.
Be careful:Changing an existing survey can cause data loss. We recommend not making significant changes to existing surveys once you've already collected feedback. Please reach out to our Support team before changing your survey.
Preview your survey
Use this button if you'd like to see how a survey looks like to your respondents.
Copy your survey
This is useful to duplicate an existing survey if you'd like to try to make some changes, or if you need to create a new survey that is similar and prefer not to start from scratch.
Do not forget: if your new survey needs to be linked to a different journey type, you can adjust it in the Advanced survey settings!
Share your survey
Use this option to import your survey into another Starred account. This is useful if your company is part of a holding and all child companies should send the same survey!
Archive your survey
This will put the survey in the archive.
Please note: this doesn't delete your survey permanently.
See all responses
With this option, you can navigate to the Responses section of the dashboard for this survey.
Reset your survey
Use this option after testing your survey before going live, to delete all invitations and responses.
Be careful: when used with an active survey, you'll lose all historical data.
Archive and restore surveys
At the top of the page, you'll also find a button called "View survey archive"
This is where all your archived surveys go to sleep. Please note:. Only archiving a survey will not delete it permanently. Archived surveys can be restored. If you wish to permanently delete a survey, you'll need to delete it from the archive.
Updated 4 months ago