Add, Update, Delete Surveys

Use the Design Surveys step to design all of the surveys your research requires your recruited testers to respond to.

Adding a Survey

To add a survey to your project:

1. Click + New Surveys in the left side bar above the list of surveys
2. In the Add Surveys menu that opens, click on the type of survey you'd like to add, enter a description ( not applicable for Custom Profiling Questions), and then click Save.
3. The survey will be added to the list of surveys on the left side.
4. The Add Surveys menu will stay open so you can add as many surveys as you want before you close it.

Updating a Survey

To update the description of your survey(s):

• For Trial Surveys, hover over the group name until the menu appears on the right. Clicking on this menu will allow you to update the name that will then apply to all of the Trial Surveys within that group
• For Pre / Post Trial Surveys, hover over the individual survey that you'd like to update until the menu appears on the right. Clicking on this menu will allow you to update the name of each survey individually.

Deleting a Survey

To delete a survey you can either go through the same menu that was used to update the description, or you can click on the delete at the top of each survey. Once you delete a survey, it will need to be recreated from scratch if you realize you need to bring it back.

Note: surveys that are required for your solution cannot be deleted.