Editing Inactive and Active Surveys

You can edit both your inactive and active surveys in Survey Advisor.

Editing an inactive survey

1. On the Surveys page, select an inactive survey name.

   

   A context menu appears.

   

2. Do one of the following:

   • Select Edit Survey.

     The Edit Survey dialog box opens.

     

   • Select Edit Questions.

     The Survey Questions page opens.

     

   • Select Duplicate Survey.

     The selected survey is duplicated and assigned a unique ID.

     

     NOTE: Edit the duplicated survey to change the survey name.

   • Select Remove Survey.

     A confirmation message appears.

     

     Select Yes to remove the survey.

     

   • Select Edit Products.

     The Edit Products page opens.

     

   • Select Edit Sales Reps.

     The Edit Sales Reps page opens.

     

   • Select View Assignments.

     

NOTE: If you duplicate a survey, another survey appears with the same properties as the initial survey. This is a time-saving function for creating another survey with a similar structure.

 

Editing an active survey

1. On the survey page, select an active survey name.

   

   A list of options to edit the questions, unpublish and republish the survey, or duplicate it appears.

   NOTE: Depending on your data and configuration, you might also have access to other options.

2. Do one of the following:

   • Select Edit Questions.

     The Edit Survey Questions page opens.

     

   • Select Un-Publish Survey.

     

     The survey becomes inactive.

     NOTE: The now inactive survey has the inactive survey options rather than the active ones. See Editing an inactive survey.

   • Select Re-Publish Survey.

     The survey is updated.

   • Select Duplicate Survey.

     The selected survey is duplicated and a unique ID is assigned.

     

   • Select View Assignments.

     The View Assignments dialog box opens.