How do I change the settings for an existing survey?

  1. Select Surveys tab from the top navigation.
  2. Find the customer satisfaction survey you wish to edit.
  3. Select View/Edit Survey Settings from the drop-down menu then click Go
  4. In the survey Survey Name section, you can name the survey and give survey page a name:
    1. Survey Name - name the survey so you can easily remember it. This is displayed to the survey recipients.
    2. Survey Page Title - this is what will be displayed as the web browser's title in the actual survey.
  5. In the Greeting Message, you can add a greeting that the recipient will see before beginning the survey. If you check the box next to Enable Survey Greeting Message a text field will show so you can create a custom survey greeting message.
  6. Under the Survey Progress & Paging Preferences, there is the option to display a progress bar at the top of the survey page and how many questions displayed on each page.
    1. Use the drop down menu next to Progress Display Options to select the progress bar to be displayed at the top of the survey.
    2. If you want recipients to be able to jump to the previous page on a survey to change a survey response then you want to check the "Show Previous Button on Survey" option.
    3. To select the number of questions per page use the drop down menu next to Show [] question(s) per page and choose how many questions will be displayed on each page.
  7. In the Survey Completion Settings section, you can set the survey to automatically close on a specific date or after a certain number of responses. This is useful if you have a survey you only want to be available for a limited amount of time or only want a certain amount of feedback on. Check the box next to the option you wish to enable:
    1. Automatically end survey on this date - Click inside the text field to set the date you want the survey to close.
    2. Automatically end survey after the following number of responses - Enter the number of responses you want to collect before the survey closes in the text field.
    3. In the After a responder fills out the survey, send them to dropdown select what you want to happen once the survey is completed by the client:
      1. Default Thanks Message will just go to a page with a thank you and your signature (including your agent photo).
      2. A Website URL that I have specified will allow you to enter a website address that their browser will redirect to upon submitting their survey response.
      3. Custom Redirect Message option will allow you to enter your own custom message that users will see.
  8. The My Notification Preferences section allows you to opt-in to receive survey summaries on a daily, weekly, monthly, or per-response basis.
  9. Press Save at the bottom of the page.

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