Editing a Survey Template

How to edit your survey template and what that means for past, open and future distributions

Ben Rowland avatar
Written by Ben Rowland
Updated over a week ago

In this article you'll learn how to edit your survey template and the potential implications of making changes to live surveys. The short answer is past closed distributions are not affected, open distributions show both the original and the updated questions, and future distributions show only the updated questions. This is to preserve the responses and avoid confusion.

Editing survey templates

Edit from the surveys homepage

In the surveys table there is a pink action button to the right of every survey template. If you click on the drop down arrow you will see the option to Edit the survey.

Edit from the survey template preview page

  1. The survey preview page can be accessed from the Preview tab in the top right of the Survey Template Details page:

  2. Once on the preview screen there is a button in the bottom right called 'Edit' that will allow you to edit the survey:

  3. Once in the edit workflow you can edit anything about the template completely; including the template name, description, the survey introduction and any of the questions, including editing and removing existing questions and adding new questions.

What does editing the survey templates mean for your distributions?

  • Past closed distributions: there will be no impact to your results, and the results will only show the questions and responses for the survey as it was at the time of the distribution

  • Open distributions: if you have a distribution that is currently open and you have updated an existing question then any clinician opening the survey after the update to the template will see the updated question. In the responses for that distribution, both the original and the updated question will be visible. For clinicians who responded before the change, their responses will be under the original question and for clinicians who responded after the change, their responses will be under the new question. This is to ensure, if any responses have already been received, these are preserved against the original question, so that it is clear what those responses were answering

  • Future distributions: clinicians will only see the updated survey and the responses will only show questions for the most up to date set of questions.

Did this answer your question?