In this article
When you click on a blue survey name link in the Survey List, the Overview page for that survey opens. Note that the various tabs will be open by default; the image shows them closed to save space. All the tabs can be toggled open or closed by clicking the arrow icon towards the right side of the tab header.
Figure 1 - Example of the Overview page for a survey
- If you will be returning frequently to a survey to build or edit it and want easy access, you can designate it as a "Favorite". In the Overview page, click on the yellow star beside the survey name to fill it with color, then when you are in the Surveys List page you can select Sort by favorite(go to Sorting the List for more information) to bring your favorite surveys to the top of the list. Note that you can also designate surveys as "Favorite" from the Surveys List page.
- To change the name of the survey, click the Edit icon beside the survey name and type in the new name.
- Auto-save - (default On) when you make changes to the survey, the changes will be saved automatically after a few seconds. Note that if you switch this off you must then save all changes manually (go to Saving Your Changes for more information).
- Export - allows you to export the survey definition to another system (go to Exporting a Survey Definition for more information). Once the survey holds data, the Export survey data option also becomes available (go to Exporting the Survey Data for more information). Go to Exporting the Respondent Data for more information about exporting respondent data.
- Duplicate - creates a duplicate of the current survey (go to Duplicating a Survey for more information).
- Delete - deletes the current survey (go to Deleting a Survey for more information).
- Design - opens the Survey Design page.
- Survey Access - at the top of the screen, this area provides easy access to the deployed survey URL or QR code, along with the ability to change the status of survey (live, closed, maintenance mode or scheduled survey close date/time). Go to Survey Access for more information.
- General Information - Shows general information about the survey, launch details, description and keywords (go to General information for more information).
- Survey testing and preview area - once external test links (go to External Testing for more information) are generated, the links are presented and can be updated here.
- Key Metrics area - displays the important survey data (go to Viewing Key Metrics for more information).
- Settings area - allows you to view and edit the survey settings (go to Survey Settings for more information).
- Languages area - allows you to view and edit the survey's language settings and links (go to Selecting the Default Language for more information).