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What are the editing options for Collect surveys?

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Description

Note: only available for expert users

Below you can see a description of features available in the Edit survey dashboard:
Edit Collect survey dashboard
 

The top bar has options which are described below:
The button below gives the option to edit general parts of the survey, such as auto-numbering, allowing attachments, email notification preferences, etc.


Collect survey preferences

 
Furthermore, the below option lets you add an introduction or additional info about the survey.
Collect survey introduction

 
Click to be able to set the date (format: dd-mm-yyyy) the respondents are asked to complete the survey. This date will be incorporated in the standard email invitation sent to respondents.
Collect survey due date
  
Add conditional logic to questions with the answer format multiple choice and yes/no, so that respondents are directed to a specific question based on their answer.  Please note that you can only add one conditional per question.

 

Click to review the default invite that is sent to respondents.  You can make changes to the template to further customize your invite.
Email template

Finally, if you need additional help click the help button.
Help Questionmark



Furthermore, the other sections of the dashboard have more options, such as:
Add a new section to your survey.
Add Collect survey section
 
Add an introduction which will show when the respondents enters that specific section.
Add section introduction
 
To add a question click here and modify the question by clicking directly on the question box.
Plus add question
 
You can drag any item from the User-added image and drop it in the Trash to delete it.
Trash button

Click Manage users to add or remove respondents to the whole survey or to specific sections.
Manage users
 
Click Preview survey to view what respondents will see when the survey has been sent.
Preview Collect survey
 
Send email to invite all respondents to complete the survey. Note that respondents who have have been assigned to several sections will only receive one email invitation.
Send Collect survey



After the Collect survey has been sent out you can track the respondents' progress with the progress circle and icons in front of their name:

User-added image If empty, it means that the respondent has not yet answered any question in that section.
User-added image The pie will ‘fill up’ to reflect the progress of that respondent.
User-added image
Respondent has answered all questions in that section, but not yet submitted the survey.
User-added image Respondent has submitted the survey but did not answer all questions in that section.

User-added imageRespondent has submitted the survey, completed all the for that section (not necessarily entire survey) and the answers are ready to be reviewed.

User-added image All answers have been completed and reviewed for that section.
 

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