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Checking survey parameters
Emilie Roze avatar
Written by Emilie Roze
Updated over 10 months ago

Your next is survey about to launch and you want to make sure everything is on track? We've put together a checklist for you. Go to your survey and follow the steps.👇

In this article :

✏️ The survey content

  • Clic on the

    Previsualisation.png

    icon to check the content of the survey as it will appear to your coworkers - in all available languages.

💌 The emails

  • Click on the

    emails.png

    icon to access the survey timeline with the different emailing steps.
    If you are not happy with the timing, you can change the schedule.

    ⚠️ Warning: when you change a reminder's date, its content returns to the default state. So remember to adjust the date and time settings before changing the text of the emails.

  • For each email in the timeline, you have a "View/Edit Email" button. From there, review their content in all languages and edit if needed.
    You can also send preview emails to check their display in your inbox.


👥 The recipients

  • In the Recipients tab, make sure the project is set up to send surveys to the right people.
    If necessary, check our article: Defining the recipients' list.


⭐️ Bonus

Combine emails for multiple surveys

Duplicating the survey

  • You want to build on the same base for your next survey in this project ? Be sure to duplicate it by clicking on the

    duplicate.png

    icon before launching - once the survey is running, it will no longer be possible to duplicate it.

Activating the automatic results sharing

  • If you want to enable automatic results sharing on this project, go to the Settings > Automatic results sharing tab and check the box.

And that's it! You've covered it all. Your survey is ready to go. 🚀

If you have any questions, be sure to let us know at [email protected] - we will be happy to answer them!

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