About the survey menu

The survey menu holds the pages of a survey that live outside the editor: participants and their emails, quotas, assessments, panel integration, files and plugin settings. The pages open in the classic view. Unlike the editor, the classic view saves your changes only when you click Save.

Open the survey menu

1. In the editor, click Menu, the document icon in the left toolbar (1). The survey menu opens in a new browser tab, with Participants selected.

2. Click a page in the menu (2 to 10). The page opens on the right.

3. To return to the editor, switch back to the browser tab of the editor.

The pages of the survey menu

1. Menu: the document icon in the left toolbar opens the survey menu.

2. Participants: the participant list of the survey, with access codes and the status of invitations and reminders. See Create a participant list.

3. Email templates: the invitation, reminder, confirmation, registration and admin notification emails of the survey. See Edit the email templates.

4. Failed email notifications: emails of the survey that could not be sent.

5. Quotas: stop the survey for participants once enough responses with a given answer are complete. See Limit responses with quotas.

6. Assessments: add up points for answers and show a message that matches the score. See Score answers with assessments.

7. Panel integration: accept participant IDs from a panel provider in the survey link. See Panel integration: connect a panel provider.

8. Responses and Statistics: the classic results pages. They are grey while the survey is not active. For results, use Results in the top bar. See Overview: Results.

9. Resources: the files of the survey, with export and import as a ZIP archive. See Resources: manage survey files.

10. Plugins: survey settings of the plugins active on your survey site. See Plugin settings for a survey.

Note: Work in the editor is saved as you go, so you can switch between the editor and the survey menu at any time. On the pages of the survey menu, click Save before you leave a page.

Next steps

• Limit responses with quotas
• Overview: Share
• Overview: Results

FAQ

Where did Question list, Group list and Reorder go?

They are part of the editor now. The Structure panel lists your groups and questions, and you reorder them by dragging. See Reorder, preview, copy and delete questions.

Why are Responses and Statistics grey?

They open once the survey is active. Results of your survey are also under Results in the top bar of the editor.