Editing a Survey

By clicking [Edit] icon button from the Survey List View you will be directed to the editor page. On this page you are able to adjust general settings for the survey.

General Tab

Status
This option controls whether the survey is published and accepting new submissions.

Category
You could type in or select a category to help you organize and find your surveys in the list view.

Title
The survey title will be used to create the name of the contact group, as well as the "regarding" field for all Histories recorded in Act! (please note "web activity" is the History type for these results). We recommend keeping the title relatively short.

Custom URL
By default your survey public URL will contain a long ID which may be difficult to read or manually type into the address bar. Here you could set a short and easy to remember URL. Only alphabetical letters and numbers with no spaces or special characters are allowed. Please make sure to click the [Validate] button to check that your custom URL is available to use.

Custom Redirect URL
You can redirect the user to a custom URL after completing the form instead of using the built-in Link2Surveys closing page.

Form Picture
The form picture is useful for including imagery relating to the survey or a logo for the form/survey in question. For best results, we recommended using an image with landscape orientation, preferably 800px or less in width. Actual image rendering may vary depending on which template you select in the Appearance tab.

Footer Text
This memo field is useful if you wish to include a footnote that will be displayed on the bottom of the survey pages.

Closing Text
If you do not choose to use a Custom Redirect URL, you could write some text that will be displayed after someone has completed the survey.

Navigation
Here you could choose whether to display a navigation bar or completely hide it. Navigation bar allows participant to quickly navigate to the previous pages. This feature is useful when you have a long, multi-page survey.

Hide Survey Title
Removes survey title on the top of the page. Support for hiding page title depends on the template selected.

Hide Page Title
Removes page title from the form. Support for hiding page title depends on the template selected.

Hide Linktivity Branding
Check this option if you wish to remove Linktivity branding on the page footer.

Survey Manager (Team Edition)
If you use Link2Surveys in a workspace with multiple users, this option allows you to choose the user who owns or manages the form. This user's Act! credentials will also be used to connect and submit forms into Act!

Prevent Multiple Submissions
This option is useful for surveys or ballots where you need to limit each person to one submission for survey accuracy. Whether submissions are made by the same person is determined by checking answers to fields marked with [Lookup] flag on the Questions tab.

Send Submissions to
When selected, instead of the Survey Manager, all new form submissions will be copied to this Act! user's email address, and follow-up activity will be scheduled for this user.

Send a Copy to Survey Manager
If "Send Submissions to" is different than the Survey Manager, you could check this option to have the survey manager copied in the submission email.

Include Submission Details in Email
Toggles whether to include questionnaire answers in the notification email. If unchecked, you could still find all the answers by logging in to Linktivity, or by checking the participant's Contact History on Act!

Automatically Schedule a Follow-up Activity with Participant
You could enable this option to automatically create an activity scheduled in your Act! Calendar whenever a participant submits a survey. Follow up activities created by this option is timeless, with the date and type of activity configurable on the following options.

Schedule Follow-up In
Number of days after the submission date to schedule the follow up activity.

Follow Up Activity Type
Activity type for the scheduled follow up.

Email Drips (Team Edition)
You could assign a series of email contents to be sent automatically to participants on the specified day after the date they submit the form. Only available in Team Edition. For more information, please refer to Drip Email Campaign.

^^ Last revised: 2023.10.03