Permissions: Editing surveys is available only for survey administrators. Learn more about permissions here.
To Edit your Surveys, take the following steps.
Note: Before making any changes to your Surveys, we recommend you turn off any survey emails to avoid sending survey invitations before you finish the changes. Click here to learn more.
In the SURVEYS page go to the ADMINISTRATION section and select SURVEY EDITOR.
On the 'Survey Editor' screen, the first section you will see is 'Fixed Question'. Every Post-Stay survey has a set of fixed questions. Fixed questions cannot be edited or removed, but your custom questions can be added, removed, or edited at any time. You may assign department to fixed questions and make them required or 'not applicable'.
You will be able to edit and create questions and Topics in the CUSTOM QUESTIONS section.
Surveys questions are organized by topic. To create a topic, scroll to the bottom of your page. Click and drag the button 'DRAG TO ADD TOPIC' to any place in your survey.
A new window will open. Enter the text you want your guests to see for that topic. Then choose and type a name for your topic, this will be an internal name used on your reports.
At any time, you can click and drag your topic to change its position.
To edit or delete a topic, click on 'Edit'. You will only see the 'Delete' option if there is no question under that topic. Note about deleting Topics: You cannot delete a topic if there have ever been any questions answered under the topic. This is for historical reporting purposes.
Topics should be viewed as report headers as all questions that roll up under a topic will fall under that topic in your results data.
CREATING A QUESTION
To create a new question, scroll to the bottom of your page. Click and drag the button 'DRAG TO ADD QUESTION' to any place in your survey just as you would have done for adding a topic.
A new pop-up module will open. In the new window, you have the option of organizing this question under a topic. If you have previously created questions that are not currently part of your survey, you will see them on this menu, so you can bring them back.
To create a new question, click on 'ADD TO SURVEY' button and fill the form as described on the screen.
- Draft your questions as your guests will view it.
- Name the questions for internal reporting purposes.
- Select your question type. Learn more about questions types in our related article.
- (Optional) Make the question 'not applicable' or required.
- Double check that the question falls under its correct topic.
- Assign Departments if you have set up your departments for reporting. For more information on Department Scores and assigning departments see our related articles.
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