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Checking survey parameters
Emilie Roze avatar
Written by Emilie Roze
Updated over 5 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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