Survey Creation and Distribution

Initiating a New Survey from Scratch or using a Survey Template

A survey can be created from scratch, by selecting a template survey, or by using AI Assist to suggest questions.

To create a survey by scratch, you must login to your Survey Builder with your account logins. Once in the Survey Builder, navigate to the top left of your screen and select the Menu icon and select ‘Surveys’ from the drop-down. Once in your surveys, select the tab at the top right of your screen ‘New Survey’.

The Survey Builder offers pre-made templates ready to customize for your questions. If you prefer to create a survey from scratch, hover over the top left of your screen and select ‘Start from scratch’. Additionally, the tool features an AI Assist option. Just input a topic, and the AI will suggest relevant survey questions for your questionnaire. Now that you are in the create a new survey homepage, navigate to the first option of creating from scratch and select ‘Create Survey’.

Once you choose to create a survey, you’ll be asked to provide a name for it. This name is for your reference only and helps you identify the survey internally. It is different from the Survey Title, which appears in the survey header and is visible to respondents.

Next, after you have typed a name for the survey, select ‘Create’.

Adding Questions

In the Scratch Survey Builder, you can select the type of question you want to create. Clicking the ‘Add Question’ tab at the center of your screen will automatically insert a ‘Radio Button Group’ question by default.

The Radio Button Group is a multiple-choice question. To choose a different type of question, go to the toolbox on the left of your screen to find the appropriate survey question template, or use the ellipsis icon on the right for a shortcut to select the question type.

For every question you add, you’ll see that the ‘Required’ option at the bottom of the question panel is highlighted by default—indicating that the question is mandatory. If you prefer a question to be optional (such as an open-ended question), simply click on ‘Required’ to unhighlight it and make the question non-mandatory.

Note:
Please refer to the Appendix for a list and descriptions of the different types of questions.

Customizing Survey Appearance

To personalize your survey’s appearance—including colors, font styles, sizes, shadow effects, and other visual elements—go to the top of your screen and click on the ‘Themes’ module. This opens a user-friendly interface for customizing the UI theme.

Once in the Themes tab, your Theme Settings panel will open automatically and appear on the right side of your screen. Here, you will have these choices of customizations:

• General
• Header
• Background
• Appearance

The General Dropdown tab allows you to create the overall theme for your survey. Use the dropdown menu to adjust the theme, where you can select from light (the default) or dark themes. Additionally, you can use the last option on the General tab to modify the appearance of questions, choosing to frame them in a panel or display them without a panel.

To customize the header of your survey, navigate to the Header Dropdown tab within your Theme Settings. To create a larger header, switch the view from basic to advanced. In the advanced view, you can adjust the header size by utilizing the arrow icons. The down arrow makes the header area smaller, while the up arrow creates a larger header. You can also adjust the width by modifying the content area width.

In this section, you can also customize your logo. If you haven’t put a logo in your header navigate to the Survey Property instructions for further information on how to do this. The background color refers to the color of the header. To adjust the color, utilize the custom tab and the color dropper to choose the customized color. Alternatively, you can use a background image instead of a color. To upload an image, click the folder icon to browse your files, and choose how you wish to display the image. To adjust the survey title and description font, use this section to customize the font, color, and size.

To adjust the background appearance, utilize the Background Dropdown tab. You can change the background color by selecting a default color from the dropdown menu or by using the dropper icon for a custom color. If you prefer to use an image as your background, you can upload it here. Once uploaded, you can choose whether the image remains fixed in one spot or scrolls with the survey respondents. If the image is too distracting, you can adjust the opacity to reduce its saturation.

The Appearance Dropdown tab lets you enhance the look and feel of your survey by customizing the accent color, background, and question panel. To make changes, use the color dropper to adjust both the color and opacity settings.

Setting Survey Properties

Survey Property

The Survey Property allows you to customize the overall look and feel of the survey. Make sure you have your cursor selected within the survey title then navigate to the top right of your screen and select the ‘Survey Setting’ icon.

This will reveal the panel that provides access to the survey properties:

• General
• Quota
• Logo In Survey Header
• Navigation
• Question Settings
• Pages
• Conditions
• Data
• Validation
• ‘Thank You’ Page
• Quiz Mode

To edit each of these sections, select the tab you wish to edit, and a drop down will appear. In the General tab, you will be able to add and edit the overall survey settings like the title and description of the survey. You can make this visible to the respondent by checking the box below the survey description.

Additionally, you can choose the language in which the survey will be displayed. If you want to make the survey translatable, select "Show Translate Options" to choose the type of translation needed for the survey. To add a translation, switch to a new language and translate the original text here or in the ‘Translation’ module.

Translation Module

The Translation Module is a configurable component that allows administrators to add and manage languages available for translating the content of survey questionnaires. This module enables multilingual support, ensuring that surveys, feedback forms, and applications can be presented in different languages based on respondent preference.

Before this question type can be used, at least one language must be added and enabled in the Translation Module. To activate the translation, select the Auto-translate All, and click the ‘Apply’ button.

The survey can be utilized by respondents in two-ways:

• Read-only: which only allows the respondents to see the questions but not interact.
• Editable: which allows your respondents to interact and respond with the survey questions.

To restrict respondents to taking the survey only once, use the ‘Limit to one response’ tool. This feature assigns a unique cookie value to your survey, which is set in a respondent’s browser upon survey completion to prevent multiple submissions. To update the survey width mode, adjust the survey mode from auto, which is a combination of the two question types:

• Static: This is a fixed width.
• Responsive: The survey will occupy the full width of the screen.

Following the General dropdown tab, there will be an Identity dropdown tab within the Survey Settings. This contains the survey name, version number and description. The version description helps identify the specific version of the survey if multiple versions exist.

The Quota dropdown tab comes next, and it allows you to set a maximum number of completed surveys. Once this number has been reached, the survey will no longer accept additional submissions.

The fourth dropdown tab is the Logo in the Header. This feature allows users to upload their own logo, enhancing branding and personalization. It provides guidance on the prescribed width and height for the logo to ensure optimal display. Additionally, it includes options for the layout and positioning of the logo within the survey, ensuring it integrates seamlessly into the survey's design. To place an image in the header for a logo, utilize the ‘Logo in the Survey Header’ dropdown. Here you can select the file icon to upload an image for your logo. You can delete the image but selecting the eraser tool.

To modify the image size, use the logo width and height tool to adjust the fit. You may also apply the logo fit which applies your image in these ways:

• None: Image remains the original size
• Contain: Image is resized to fit while maintaining aspect ratio.
• Cover: Image fills the entire box while maintaining aspect ratio.
• Fill: image is stretched to fill box without maintaining aspect ratio.

Next comes the Navigation dropdown tab. The feature allows for you to customize the navigation for the respondent within the survey. In this section you can choose how the questions are displayed by adjusting the survey layout.

• Original Structure: Allows for the respondents to see the survey as it is currently presented.
• Show all questions on one page: This would allow all questions to be visible on one page when taking the survey.
• Show one question per page: This would show one question at a time when taking the survey.

In this feature, you may also create navigation buttons for the respondents to move throughout the survey. By selecting where you would like the navigation buttons to be displayed you are indicating that you want navigation to be available for the respondents throughout the survey. By choosing ‘Hidden’ the ability to navigate throughout the survey will not be available to the respondents.

You can also have a visible Table of Contents to show the respondents where they are at within the survey. By checking this box it provides them with the ability to navigate where they are at within the survey. Here you may also allow respondents to see a preview of the finished survey before submitting. You may adjust the navigation buttons by selecting the ‘Previous, Next, Complete’ text and typing what you would like the buttons to say.

The Question Settings section manages the overall organization of your questions. You can find further question details in the Question Property panel.

To maintain the order of questions as they were created, select the ‘Original’ button under the question order. For random question order, choose ‘Random’.

The questions can appear for the respondents at the top, bottom, or left aligned. You may change your question title alignment by selecting these buttons.

The question description can be displayed either below the title or at the bottom of the question pane. If you select:

• Under the title: The description will always appear directly beneath it.
• Under the input field: The description will position the description following the answer choices.

To enable question numbering, use the ‘Question numbering’ dropdown. This dropdown allows you to choose numbered questions, reset when on a new page, or no numbering at all.

To adjust the style in which your bullets are displayed, refer to the 'Question title pattern'.

To indicate that there is a required step, use the ‘Required symbol(s)’ option to indicate to your respondents that this item is required. By typing a symbol in this blank, respondents will not be able to advance in the survey unless completing the step.

To use another type of numbering system, utilize the ‘Question indexing type’ to adjust your numbers to letters or patterns.

If an error message has to appear, use the error message alignment to indicate where the error message should appear for the respondents.

Finally, to restrict the length of answers or comments, use the boxes provided to set the maximum length allowed.

The Pages tab allows for the editing and customization of page names and titles. It also provides the option to show or hide page titles and page numbers, giving users flexibility in how the survey is presented to respondents. This feature helps in organizing the survey content clearly and enhancing the respondent's navigation experience.

To add additional pages, navigate to the top right of the panel and select the ‘+’ icon. This will add additional pages. To delete a page, select the trash can icon aligned with the page you wish to erase. To edit a page name or title select the page number you wish to edit and then type the text you want to display.

The survey Conditions tab allows the surveyor to create variables and triggers based on the respondents' input. The variables serve as intermediate or auxiliary variables used in form calculations. They take the respondent's input as a source value. Each custom variable has a unique name and an expression it's based on. The trigger is an event or condition that is based on an expression. Once the expression is valued to be “true” a trigger sets off an action. Such an action can optionally have a target question it affects.

Example of a Trigger use:

If you ask the respondents if they thought this was a successful survey and they answered ‘true’ to that question, they would then be prompted to end the survey. This allows the surveyor to not continuously ask questions that may not be needed.

The Data tab is an advanced setting designed for linking and syncing values in the database for storage. It allows the survey tool to manage and clear hidden question values, update input field values, and automatically save survey progress.

The Validation tab creates rules (expressions) that will trigger an "error message" if respondents do not fill out all required form fields or the format of values is incorrect before submission. It validates user responses immediately after an answer is entered or when respondents move to the next page or end the survey.

The Thank You Page tab feature enhances the post-submission experience for respondents. After submitting the survey, respondents can be redirected to an external link or shown a customized thank you page with a personalized message.

This feature also allows you to display a notification indicating if a respondent has already filled out or completed the survey, ensuring clear communication and a smooth conclusion to the survey process. If you would like to provide a thank you to your survey respondents, use the “thank you” page dropdown.

The Quiz Mode feature is designed to improve the survey experience by introducing a time limit for completing the entire survey or each individual page. This feature includes the ability to set and display a countdown timer that can be strategically placed within the survey layout to keep respondents aware of the remaining time. This helps maintain focus and encourages timely completion of the survey. When you select the box to use a timer you then have the option to customize that feature.

Page Property

The Page Property feature allows you to customize various details of a survey page.

To the Page Property panel, navigate to the page you wish to customize and place your cursor within the page and select. The page will be highlighted once selected. Once the page is selected make sure your property panel is open. To open the property panel, navigate to the top right of your screen and select the icon with the arrow points to the line. Once in the page property panel, you will be able to customize the following:

• General
• Question Settings
• Conditions
• Navigation

In the General tab, you can create a page name, title, and description, which can either be visible to respondents or hidden using the read-only options. Additionally, you can set a time limit for completing the page within this tab. You may also create a time limit of how long the respondents can remain on each page.

The Question Settings tab allows you to organize and align the questions on the page. The question title alignment can be set to left, top, bottom, inherit, or hidden, and applies to all questions on that page. You can also set the alignment for any error messages within this tab.

If you would like to create a specific order for your question on the page, you can also create that here.

The Conditions tab feature controls the flow of the survey based on respondents' answers. This allows questions to be set as visible, read-only, required, reset value, or set value if the criteria or rules (expressions) are met. It also includes Skip Logic, which directs respondents to different questions or sections based on their input.

Instead of displaying all questions or options at once, display logic enables the form content to adapt in real-time according to the user's input and show only relevant information. This makes the form more user-friendly and helps respondents complete it more efficiently.

The Navigation tab includes essential elements for a well-organized survey layout, such as an aligned progress bar to show completion status and buttons for navigating between previous and next pages, as well as a ‘Complete Survey’ button to allow easy movement through the survey. These navigation buttons are located at the bottom of the page.

You can customize the visibility of these buttons by choosing to make them hidden, visible, or inherit, depending on how you wish to structure the survey experience.

Question Property

Depending on the question type you have selected, the options in the Question Property may vary. To access the Question Property, navigate and select the question you wish to customize, then expand the property panel at the top right of your screen.

Note:
You may want to see Appendix for a comprehensive list of question types.

In the Question Property Panel, you can customize the following options:

• General
• Choice Options
• Question Settings
• Choices from a web service
• Layout
• Conditions
• Data
• Validation

In the General tab, you can edit the property name. The property name is only visible to the survey creator, not the respondents. Below the property name, you can edit the question display text. The question display text is where your question will be entered.

As a survey creator, you can create a question description if the respondents need additional information. Within this subsection, you can make this visible to your respondents, which allows them to be able to see the additional information. If the surveyor selects the ‘Read-only’ option, the respondents are not able to interact with the survey question.

You can mark the question as required or mandatory. Respondents won't be able to proceed to the next section unless they've answered it.

Lastly, you may create a comment box if the question requires a free-text response, you can enable a comment box for open-ended answers.

In the Choice Options tab, you can fully customize the answers provided to the respondents. By selecting the answers listed, you can easily reorder them into your preferred arrangement by dragging them. If you need to modify any of the answers, simply click the pencil icon next to the answer you'd like to edit.

To add additional answers, click the ‘+’ icon located at the top right of the screen. For a more automated approach, you can use the AI- generated answers feature, by selecting the wand icon in the choice detail panel. This will prompt the AI to create answers corresponding to your question. You can generate new responses by selecting the tool again if necessary. If you need to remove all answer choices at once, you can click the eraser icon at the top right.

Additionally, you can select the order of how your answers are displayed, with options like ascending, descending, random, or no order. If you want to reuse answers from another question, you can select the "Copy from another question" dropdown to populate those responses.

In this section, there are templatized answers as well that you can enable such as “None, Refuse to Answer, Other and Don’t Know.” providing more flexibility and inclusivity for respondents.

The next tab is the Question Settings tab which allows you to monitor survey quotas. As the surveyor, you may put one of your answers in the monitored response. Once an answer is marked as monitored, you can set a maximum number of responses for that option. When the respondent reaches this limit, the survey will reach its quota, and the respondents will no longer be able to answer the question.

The maximum responses feature allows the survey to conclude when the predefined response limit is reached, stopping the collection of additional responses after the quota has been fulfilled.

In the Layout tab, you can customize the way each question appears. This section allows you to adjust how each question is displayed, aligned, and indented relative to the rest of the survey.

You can use the dropdown menu to move questions between different pages within your survey, facilitating easy reorganization. By default, questions are displayed on separate lines.

However, if you prefer to have your questions aligned on the same line, you can deselect the option to "display the question on a new line." Additionally, you can use the checkboxes to hide question numbers, further tailoring the layout to fit your survey's design and readability needs.

In this section, you can choose how you wish to display the question box. You have three options:

• Locked: The questions box is displayed in full and cannot be collapsed
• Collapsed: The question box initially displays only the title and description, but can be expanded by respondents
• Expanded: The question box is displayed in full and cannot collapse.

To edit the alignment of the question title and description, use the inherit dropdown menu. You can choose from several options: inherit, top, bottom, left, or hidden

Here, you can also assign where you would like an error message to be displayed. To adjust the inner indent of the question box, use the number settings (0-3) to add space or margin between the question content and the left border of the question box. This helps in fine-tuning the layout for better visual clarity and alignment.

The Conditions tab is used to manage questions that have conditional logic. If a respondent answers a question in a specific way, this tab allows you to set conditions under which certain items or questions will appear based on their responses.

This feature enables you to create dynamic surveys where the content adapts to the respondent's answers, ensuring that only relevant questions are shown based on the provided input.

The Data tab allows the surveyor to create a join identifier which is a custom key that you can assign to several questions to link them together and sync their values. These values are then merged into a single array of objects and stored in the survey results using the key as the property name.

Here, is also where you can choose which answer would be correct. To choose a correct answer navigate to the middle of the section a select ‘Set Correct Answer’. This will allow you to choose the answer you want the respondent to choose as the answer.

The inline question width setting refers to the width of the question in proportion to other survey elements. You can set both the minimum and maximum width for your question by typing in the sizing.

The Validation tab allows you to create an error message for the survey. Error message if needed. These messages help ensure that respondents correct any issues before submitting their responses, maintaining the quality and accuracy of the data collected.

Previewing the Survey

To preview the survey before publishing, navigate to the top left of your screen and select the Preview Module. Once you are in the preview mode, you will be able to see the survey from the respondent’s perspective.

To exit the survey mode and return to editing, navigate back to and select the Designer Module.

As you scroll to see the rest of the survey, the questions are presented to you as a respondent will see them, allowing you to test the functionality of the questionnaire.

At the conclusion of a Preview, you will be presented with the “Thank You” page, and a table showing how you responded to the survey.

Note:
The Thank You page external link redirects will not render during a Preview mode.

To further customize the survey while looking at the preview, you can also change the appearance under the Themes Module.

Saving and Publishing the Survey

To publish your survey, navigate to the survey status at the top right of your screen. The current status should be color blue for publish or yellow for draft.

Click the survey status button and navigate to the bottom right of your screen. Select the publish survey icon. By selecting the publish survey icon, you will be prompted to a modal window to review the survey for accuracy and clarity. If you are ready to proceed, click the Publish button.

Once published you can share your survey by navigating to the menu icon and selecting the surveys dropdown.

Once you have selected the survey’s dropdown you will be shown all your current surveys and their status. Navigate to the survey you wish to share and select the ellipses on the right. From the icon list select the ‘Share’.

When you click the publish button, a modal window will appear. To share the survey link, select the duplicate page icon to copy it and paste it wherever needed. Alternatively, you can use the icon next to the duplicate page icon to open the survey link directly.

Survey Status

To determine the status of your survey, check the top right of the screen. The colors will indicate the following statuses:

• Publish: By default, the status is set to Publish, but you can still edit the survey.
• Draft: The survey is not yet finalized and can still be edited or updated.
• Published: When a survey is marked as Published, it is active and can no longer be edited. However, you can switch it back to Draft mode if changes are needed.

Creating and Managing Survey Contacts

To manage the recipients of your surveys, navigate to the menu icon at the top left of your screen and select the ‘Contacts’ tab.

Once in the contacts, you will see there are two different tabs of contact lists.

• The Master Contacts tab lets you organize your contacts into reusable groups for easy management and segmentation. These groups help streamline targeted communications by allowing you to manage contacts at a group level. Easily view, edit, or assign contacts to specific lists based on your outreach or campaign needs. By default, when you are in the Contacts section, you will be on the Master Contacts tab. To switch out you simply select the ‘Contacts’ tab.

• The Contacts tab provides a comprehensive view of all individual contacts within your system. Here, you can review detailed information such as email, phone number, subscription status (Opt-in/Opt-out), demographics, and client association. This centralized list makes it easy to search, filter, and manage contact records at scale.

In the contacts, switch from the Master Contacts to the ‘Contacts’ tab. Select ‘Add New Contacts’ on the top right of your screen.

From the dropdown list under Input Method, select ‘Manual’. Then click ‘Add Record’.

Use the New Contacts panel to input the contact information. Select ‘Create’ once you have entered all the contact information.

Now add your contacts to a list.

Use the look-up feature to identify the contact that you just created and select ‘Create’ to make your list.

The Contact list you just populated will now appear as a contact list.

We now have a contact list to target with invitations. To invite contacts for participation in a survey, we will create a Distribution.

Alternate Method

To Prepare for file upload, we’ll build a list of invitations in a CSV file. Follow this example and create a short list of test respondents.

Your file must minimally contain email address. Other columns, identified by the header names, will list known attributes of the person being invited; these facts can be used in the survey to control question flow, and can be retained with the survey responses to facilitate data analysis.

Notes on the input file:

• Always include an email column containing a unique address – no duplicates.
• Limit the facts to one value per cell (e.g., don’t put “Cat, Dog” in the pet column.)
• Make sure that every cell has a value in it, even if sometimes it says “None”.

Save the file as type CSV.

The following are the acceptable file type and size:

• CSV / JSON file up to 50MB file size

With your file now prepared, at the top left of the screen, select the hamburger icon, then ‘Master Contacts’, then ‘Create Contact List’. In the ‘Contact Source’ dropdown, choose ‘File Upload’ AND click the box marked ‘Also upload this file to Contacts.’

Click on the gray region to upload the file.

The uploader will read the column headers and prepare to upload records. You may adjust the records for the type of data they contain – for this exercise, we’ll only need “Text”. You may also choose whether to include columns in the upload. We’ll include them all.

Select ‘Create’.

Then you will see the Contact List name of the file you uploaded in the List under Master Contacts tab. The Master Contacts tab is like your own Personal Phonebook where it only contains selected list of contacts like your friends or people you know. The purpose of the Master Contacts tab is where you can search from the list and create a group of your respondents who you will send the survey. To edit your contact list, select the ‘Master Contacts’ tab.

Distributing a Survey

Once you’ve created your contact list and published your survey, you’re ready to distribute it. To do so, go to the top-left menu toolbar and click on the Distributions tab to start sending out your survey.

On the Distribution page, navigate to the top right of your screen and select the ‘Create’ button.

In the Distribution tab, you will be prompted to type in the distribution or survey name and a description along with the method you wish to send the campaign. You can choose to email, SMS, or embed the survey to distribute.

• Email: Delivering the survey through the respondent’s email
• SMS: A survey sent through the respondent’s mobile number via text message
• Embedded: Deliver in-app surveys or website intercepts by embedding them into your website or application

NOTE: There’s another option to distribute the survey, thru Share URL: Sending the survey using the ‘Share’ button with the survey link. Refer to the Survey List page, look for the ellipsis

After you have completed those tasks, select the 2nd tab at the top of your screen to move to the ‘Survey Details’. Select the survey type you wish to distribute.

Single Survey

A Single Survey is designed to provide feedback on a specific survey. It can be scheduled to appear multiple times within a designated period, offering respondents multiple chances to participate. If no start or end date is specified, you can configure the occurrences to determine how frequently the survey is displayed based on a selected time interval.

To distribute a Single Survey, navigate to the distribution settings and select ‘Single Survey’. Once in the Survey Detail, select ‘Single Survey’ within the survey type options. By selecting the Single Survey, you will see a dropdown appear. Select the surveys you create to be used for distribution.

After selecting a survey, you can customize its start and end dates—along with the time—by clicking the Start and End Date option located on the far right of the survey panel. A calendar will appear, allowing you to choose your desired start date. Use the ‘<’ and ‘>’ buttons at the top of the calendar to navigate between months. Once the start date is selected, reopen the dropdown to set the end date and time using the same calendar interface.

If you would like your recipients to remain Anonymous, enable the anonymous tab, recipients will not receive personalized URLs, and their responses will not be tracked.

To have recipients have a username or password protected enable the username and/or password.

Username
Once you enable Secure with username, respondents will receive an email with their username, which they can use to log in to the survey.

Password
Once you enable Secure with password, respondents will receive an email with their password, which they can use to log in to the survey.

After you have input the survey setting, select the third step within the distribution process of choosing the recipients. In the Recipients tab, utilize the dropdown to select either an entire contact list from the lists you previously created or a single contact.

Next, you can create a message that your recipients will receive when getting the survey. This can explain the purpose of the survey or instructions on how to complete it. To Compose a Message, select the fourth step within the distribution.

For this example, we will be using the blank template. Select the Blank template to continue.

To compose your message, select first create a subject of your message. Then begin typing your message. You can use the ‘@’ symbol to create custom messages that will use the recipient’s name, email, or phone number. When composing your message, you have the flexibility to customize the content by modifying the font, color, and paragraph alignment using the editing tools provided. These features allow you to personalize and format the message to fit your needs.

You can also insert the survey link by using the ’@’ symbol again and selecting the survey link. Once you've finished composing your message, you can choose to save it as a template for future use.

Select the Summary tab to review your work. The “From” field should display the email account configured under the Email Account menu.
After completing, you can save this template or continue to step 5.

The Summary section provides an overview of key distribution details, including Email Details, Survey Details, and other relevant settings. This section serves as a final review point to ensure that all information is accurate and properly configured before sending out the survey for distribution.

Now we can click on ‘Send Test Email’ to see the invitation in action.

To save, select ‘Save Distribution’

Sending Out the Distribution

When you’re confident that everything is ready to send to your contact list, select ‘Send’ button. Your invitation will be sent to your contact list, and respondents can start receiving your survey invitation.

When the invitation is received and the respondent clicks on the URL, they will be able to accomplish and complete the survey, the corresponding responses will be collected on the platform.

Analyzing Survey Results using Dashboard

To view the results, you have two options to access the survey dashboard:

• Click the survey name and you will be directed to the survey dashboard
• Navigate to the far right of the survey and select the ellipsis (the three vertical dots).

After you have selected the ellipsis, select the ‘Dashboard’ icon. This will bring you to the results of your survey. Once in the dashboard, you will be able to see the respondents answering the survey.

The dashboard includes charts that visualize the survey results. You can switch between different chart types by clicking the icons in the upper right corner of each chart, and you can also export the data as CSV or XLS files.

To generate the file, click the Export to File icon in the top-right corner. By default, all fields are selected, but you can choose specific fields to include by unchecking the box. Enter your desired filename, then click Export button to complete the process.

To better understand the dashboard, we analyze these main components:

Sent via Email	The number of surveys sent using the email distribution method.
Open Rate	The percentage of recipients who opened the email, based on the total number of surveys sent via email.
Responses	The total number of completed responses, regardless of the distribution method (email, anonymous link, or SMS).
Ongoing	The number of respondents who have started but not yet completed the survey, based on surveys sent via email.
Average Time to Complete	The average time it took to complete the survey, regardless of the distribution method.

As you scroll you can choose the type of graph you wish to gather your data under the ‘Analytics’ tab. Or you can switch to the ‘Respondents’ tab to see the direct answers to the questions of the survey.