After designing your Survey, you can preview and edit it so you know it will be displayed to your members and guests as you want.
In this article, we will discuss how to preview and edit the Survey settings and design.
Previewing the Survey:
To preview the Survey, go to Communication > Surveys > Actions > Preview. Below is an example survey named "2024 Golf Ball Survey" with a short description.
Editing Survey Settings:
If you need to make any adjustments to the Survey settings (i.e., name, open/close dates, staff notifications), follow these instructions:
Go to Communications > Survey.
Select the "Action" dropdown menu for the Survey you need to edit.
Click "Survey Settings."
Make the necessary changes to the Survey setting.
Click "Save" to apply your settings.
Editing a Survey Design and Questions:
Before testing or sending the Survey, you may need to make some changes to the questions or visual design of a survey, follow these instructions:
Go to Communication > Survey.
Select the "Action" dropdown menu for the Survey you need to edit.
Click "Edit."
Make the necessary changes. For details on designing a survey and its questions, Click Here.
Click "Save" to apply your changes.