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Setting Up Survey

Table of contents

Setting Survey Layout and Questions

The structure and layout of the survey is shown in the Layout/Questions tab:

  1. From within a survey, click the Layout/Questions tab.
  2. Click the Add/Edit Questions button to add or remove questions or sections to this survey.Layout Add Questions screenshot

Marking questions in a survey as mandatory

If you mark a question Mandatory, respondents cannot submit the survey until they have answered the question.

  1. On the Layout/Questions tab, click the Edit button.
    Edit Screenshot
  2. Select the Mandatory check box beside the questions you want to force respondents to answer.
  3. Click Save (not Save Survey).
    Save Mandatory screenshot


  • Mandatory questions cannot be used in conjunction with the Prevent Moving Backwards setting.

Prevent moving backwards in a survey

You can prevent respondents from returning to previous pages as they complete a survey, so that they can only move forward until they reach the end of the survey.

  1. On the Layout/Questions tab, click the gray lines between questions to divide your survey into pages.
  2. Select the Prevent moving backwards through pages check box.
  3. Click Save Survey.
    Prevent Moving Backwards screenshot

Note: This setting cannot be used if your survey has any mandatory questions.

Reordering Surveys

  1. From the Manage Surveys page, click the Reorder Surveys icon Reorder Surveys icon.
    Reorder link screenshot
  2. Select a survey name and click the up or down arrows to move the survey to the desired list position.
  3. Repeat the previous step for each survey name until you have achieved the desired order.
  4. Click Save.
    Reorder Surveys screenshot

Previewing a Survey

  1. From the Manage Surveys page, click the Preview icon Preview icon beside a survey name. You are shown the survey questions as users would see them. It is always a good idea to preview a survey before releasing it to users.
    Preview survey screenshot
  2. Click the Survey List icon to return to the Manage Surveys page.

Note: When previewing a survey, you are not shown any introduction message that you have set up. If you answer and save the questions you will not return any results.

Deleting surveys

  1. From the Manage Surveys page, click the Delete icon Delete Surveys icon.
    Delete link screenshot
  2. Check the box beside the surveys you want to delete.
  3. Click Delete Selected.
  4. Click Survey List to return to the Manage Surveys page.
    Delete Selected surveys screenshot

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