Aplinx Survey Planner

How to

Editing a Survey

Surveys may require editing from time to time. In the first instance, once you have created a new survey, it may indeed be the case that settings require adjustment.

The settings defined when a survey is initially created may be changed at any time. Questions and Pages within a survey may also be added, removed and/or edited.

Please note however, that the survey must be Offline in order to make these changes.

To edit these items, locate the survey you wish to change in the Portal's Survey Manager and select the EDIT button next to that Survey's Name. Dependant on the status of the survey you are editing, you will be presented with one of the three following options.

• If you have just created the survey and questions have yet to be made, the next screen may appear similar to the one shown below:

• When editing an Offline survey containing questions and/or pages, these will be shown in preview format on the same screen, below the EDIT MODE and BACK buttons:

• Lastly, settings on Live surveys may not be edited. If you attempt to edit - settings, pages or questions - in a live survey you will be prompted to take the survey Offline first:

If you have chosen to edit the settings in a Live survey, select the TAKE OFFLINE button. The survey will be made inactive and you will be returned to the Portal's Survey Manager. Once again, select the EDIT button next to that Survey's Name. You should now be presented with one of the first two alternatives shown above.

Click on the EDIT MODE button to proceed. In Edit Mode a new array of buttons is provided.

When editing a survey that contains pages/questions, each respective page and question will also have a related array of buttons available:

Each object type - pages and questions - will appear contained within a defined area. In the example above these areas are defined by a thin, dashed black line. The Related buttons will be positioned at the top, inside this defined area.

Survey Settings

The settings defined when a survey was initially created may be accessed by selecting the EDIT SURVEY INFO button at the top of this survey preview screen when in Edit Mode. All fields - as explained in Adding a New Survey - will be displayed in the same format. These settings include:

• Survey Name
• URL Name
• Short Description
• Welcome Text
• Thanks Text

When alterations have been completed, select the SAVE button at the bottom of the screen.

Pages

Having multiple pages in a survey allows you to separate questions into groups. If your survey is lengthy, dividing questions amongst pages can also make the task of completing the survey less daunting to users. Pages may be numbered, or not, dependent on your requirements.

To add or remove a page from a survey, enter the survey you wish to alter.

• To Add, in Edit Mode select the ADD PAGE button from the top of the screen.

The Add Page options screen will be displayed.

1. Enter a name for the page being added. A page's name appears in the orange title bar when the survey page is displayed to a user.
2. Select where in the current page order this page will be shown. By default, the next sequential number will be selected. If you currently have two pages in your survey, the page number 3 will hence be selected should you choose to create a new page.
3. Define what type of page this is. There are two choices as shown in the image below.
   
   
   
   If you wish for users to be shown a page number, leave this option at default. Otherwise, define the page as an Introductory Page.

When a page has been defined as introductory, page numbering does not count it. Therefore, if you wish to have an introduction page, followed by a numbered page at the start of a survey, the second page will be identified as page 1 in the page numbering. If another introductory page follows, and then additional numbered pages, page numbering will continue sequentially from where it left off ignoring introductory pages.

• To Remove a page: In Edit Mode, the top of each page in the survey appears with three Edit Mode buttons. Select the DELETE PAGE button from the far right of the page you wish to remove. You will then be asked to confirm this decision. Select YES to continue removing the page (and all questions on that page) from the survey.

Selecting to add or remove a numbered page will not disrupt or mis-order numbering of other pages sequentially before or after it. The page numbering feature has been created so that pages are counted in relation to the other pages in a survey. If you add or remove a numbered page, all pages will consequentially have their numbering adjusted to reflect this change.

If you wish to edit the settings that were assigned to a page when it was created, locate that page while viewing the survey in Edit Mode and select the EDIT PAGE button at the top of that page's defined area.

The screen will then reload, showing just that page and its questions. Settings that were defined when the page was initially created will appear at the top, followed by all questions currently on the page.

At the top of this screen the current order in which the page exists in the survey will be shown. In this example (right) the page shown is the second in the survey. Please note: when you are viewing a page on its own in this manner, the numbering shown reflects that page's order amongst all pages, not just those that include page numbers. Actual page numbering (ignoring Introductory Pages) is not shown on individual page edit screens such as this.

After completing any changes to the page, click on the SAVE button (located between the page settings and the page contents).

Questions

A survey collects information from user/s. Without at least one question in your survey, this cannot be done.

There must be at least one page in a survey for questions to be added to it. If you do not have any pages in your survey, please follow the instructions to add at least one page first.

To add or remove questions from a page, enter the survey you wish alter in Edit Mode. Each page included in a survey, will have an ADD QUESTION button. If there are questions already existing on a page, each will also have an EDIT, DELETE and DUPLICATE button.

• To add a new question - select the ADD QUESTION button.
• To edit an existing question - select the EDIT button above that question.
• In order to remove a question from the survey page - click on the DELETE button above that question.
• If you wish to copy an existing question (onto the same page) - locate the question you wish to copy and click the DUPLICATE button above that question.

For information on the types of questions and how each individual type is created/edited please refer to Understanding Fields and Creating Questions.

You may add, edit, remove or duplicate questions in Edit Mode when viewing an entire survey, or a single page. When a question is duplicated, the copy will appear on the same page as the original. For information on moving a question to another page or moving a question within a page see Moving Questions.

Admin Emails

Admin Email is an optional feature that may be activated for individual surveys. When activated, an email is sent to the nominated email address each time a user submits a survey.

In Edit Mode, at the top of each survey you will see an EDIT ADMIN EMAIL button. Click on this to enter the Admin Email Settings screen (right).

• To activate this feature, highlight the radio button YES, next to Send Email Admin

You must now define the Admin Email settings.

• Each email that is sent when a user submits a survey must have a source and reply to address and name. This information must be legitimate in order to prevent the email from being caught in a spam filter, or from not sending in the first place. Email from Address and Email Reply to Address may be the same. We strongly recommend that this email address be hosted at your own domain name.
• Recipient Email Address is the email nominated to receive this message. Please ensure that this is a valid email.
• Email Subject - text entered into this field will be included in the sent email as the email subject.

The next two fields relate to how your email will appear when received. Dependent on what type of email browser the recipient has, they may be able to view the email in HTML (with differing fonts and formatting) or in plain text. When creating an email to send, you should create both text and HTML versions of the email, so that no matter how the recipient's email browser works, they will be able to view all of the text as intended.

• Email Header Text / HTML - information entered into these fields will appear at the top of each email that is sent. The wording in both of these fields should be the same, differing only where formatting is required.
• Email Footer Text / HTML - information entered into these fields will appear at the bottom of each email that is sent. The wording in both of these fields should be the same, differing only where formatting is required.

Finally, you have the option to include a users Survey responses in the email that is sent. If included, this information will be dynamically added to the email.

• Fields to Include - you may select one or multiple fields, that have been filled in by the user, to be included in this email. If NONE has been selected, only the Header and Footer text you have defined will be sent.