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Overview of the Surveys Tab
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Description: Describes how to use the Surveys Tab to manage the surveys and folders in your account.

The Surveys tab contains links for creating new surveys and building surveys from templates.  It also contains a survey table which, like a table of contents, displays a list of all the surveys in your account.  It is from the survey table that you not only access but also manage your surveys using a variety of functions and commands such as Edit, Pause, Delete, and many more.

Creating a New Survey from Scratch

Note: New surveys are listed in alphabetical order on the Surveys tab. 

  1. Click Create a New Survey on the Surveys tab.  If you want to create a new survey in a particular folder, navigate to the folder, and then click Create a New Survey.
     
  2. In the new survey, click Add Question to select the first type of question you want to add to your survey.  The Question Edit page for the question type you selected will display.  Enter the text for the question and any answer options that might be required. Click OK to return to your questionnaire.
     
  3. Right-click on this new question and select Insert Before or Insert After to add new questions as you progress down the page.

Creating a New Survey From a Template

Note: New surveys are listed in alphabetical order on the Surveys tab.

  1. Click Build From a Template on the Surveys tab.  If you want to create a new survey in a particular folder, navigate to the folder, and click Build From a Template
     
  2. On the Edit tab, select the template that you would like to use as a basis for your survey, and click Next.  To see an example of a template, select the template and then click Preview.
     
  3. Fill in the requested information.  What you enter here will be used in the survey.  Click Next.
     
  4. When the new survey displays, click Save or Save As
     
  5. Enter the name for the new survey, and click to save it.
     
  6. Edit questions by double-clicking on a question.  To see more editing options, right-click a question.

Survey Table 

The survey table lists the folders and surveys in your account.  The following is a description of the columns, options, and commands available on this tab:

 Columns 

Functions

Commands

Applying a Single Command to Multiple Surveys and/or Folders

Many commands on the Surveys tab can be used for multiple surveys or folders at one time.  For example, you might want to move a set of surveys into a new folder in one operation rather than clicking Move for each survey individually.  The following steps enable you to click a command and apply it to multiple surveys or folders.

Note:  Pause and Purge will not function on folders.  You must select surveys from within a given folder. 

  1. Click the check box next to the survey(s) or folder(s). 
     
  2. Click the command of your choice at the bottom of the Survey table.  The command will be applied to each survey or folder you selected.

Creating a New Folder

Add organization to your surveys by using folders.

  1. Navigate to the Surveys tab.
     
  2. Click the New Folder button found below the list of surveys.  To add a new folder to an existing folder, navigate to the folder under which you want to create a new folder, and click the New Folder button. 
     
  3. Enter a name for the folder.  Click OK.

Moving Surveys into Folders

Note:  If you haven’t already created a folder, follow the instructions in Creating a New Folder.

Once you create a folder, it is easy to move surveys into it.  To move surveys into a folder:

  1. On the Surveys tab, click the check box next to each survey that you want to move. 
     
  2. Click the Select Action drop-down menu, and choose Move.  The Move to Folder dialog displays.
     
  3. In Move to Folder, choose the folder into which you want to move your surveys.  Click OK.  All of the surveys you checked are placed in the folder you selected.