{"id":7918,"date":"2022-06-01T11:58:14","date_gmt":"2022-06-01T11:58:14","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/?post_type=ht_kb&#038;p=7918"},"modified":"2022-11-23T11:08:45","modified_gmt":"2022-11-23T11:08:45","slug":"survey-creation-in-survey-manager","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/survey\/creator\/creations\/","title":{"rendered":"Survey Creation in Survey Manager"},"content":{"rendered":"<div class=\"aricle_container\">\n<p>When you select <strong>Survey<\/strong> under <strong>Create<\/strong>, you are redirected to the <a href=\"\/hc\/survey\/creator\/manager\/\" target=\"_blank\" rel=\"noopener\" style=\"line-height: 2.3;\n\">Survey Manager<\/a>. It lists all the surveys you created to date.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p>Once you navigate to your desired survey, the listing shows the current status, among other actions possible.<\/p>\n<p>Here\u2019s what the different sections and terms in a survey listing mean:<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey manager listing\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-page-manager-listing.png\" alt=\"Survey listing. Create, edit, duplicate, archive, activate\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<h2>1. Survey Name<\/h2>\n<p>The area marked in the screenshot below shows the name of the survey. You can name the survey as per your preference.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey name\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-name.png\" alt=\"Survey creations, Survey name is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<blockquote class=\"elevio-box-warning\"><p>If you choose not to enter a survey name, the UI will assign a default name along the following structure:<\/p>\n<p>For Example: Survey 13-04-2022 10:00:00<\/p><\/blockquote>\n<h2>2. Description<\/h2>\n<p>The area marked in the screenshot below shows the description text entered during the survey creation process.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey description\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-description-1.png\" alt=\"Survey manager, Survey description is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<blockquote class=\"elevio-box-warning\"><p>If you choose not to add a description text for the survey, this area will remain blank.<\/p><\/blockquote>\n<h2>3. Survey Preview<\/h2>\n<p>The area marked in the screenshot shows a preview of the survey as a thumbnail image.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey preview\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-preview.png\" alt=\"Survey creations, Survey preview is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<h2>4. Current state of the survey<\/h2>\n<p>The column highlighted in the screenshot shows the current state of the survey.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey state\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-state.png\" alt=\"Survey manager, Survey activation state is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p>Here are the different survey States and what they mean:<\/p>\n<ul style=\"list-style-type: disc;\">\n<li><strong>Draft<\/strong>\u2013 the survey is still being designed.<\/li>\n<li><strong>Ready<\/strong>\u2013 the survey has been designed. The survey will enter this state once you click Continue in the survey creator.<\/li>\n<li><strong>Sent<\/strong>\u2013 the <a href=\"\/hc\/survey\/send-survey\/sms-survey\/\" target=\"_blank\" rel=\"noopener\" style=\"line-height: 2.3;\">survey has been sent<\/a> out at least once.<\/li>\n<\/ul>\n<div style=\"padding: 24px 0;\"><\/div>\n<h4>5. Current status of the survey<\/h4>\n<p>The column highlighted in the screenshot shows the current status of the survey.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey activation state\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-activation-state.png\" alt=\"Survey creations, Survey activation status is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p>Here are the different campaign statuses and their significance:<\/p>\n<ul style=\"list-style-type: disc;\">\n<li><strong>Survey is in Progress<\/strong> \u2013 the survey has just been created and no further changes have been saved yet.<\/li>\n<li><strong>Activate<\/strong> \u2013 the survey has been created, but the watermark has not yet been removed.<\/li>\n<li><strong>Active<\/strong> \u2013 the survey is currently active, i.e., the watermark has been removed.<\/li>\n<li><strong>Expired<\/strong> \u2013 The survey is no longer active.<\/li>\n<\/ul>\n<div style=\"box-sizing: border-box; font-family: Calibri, sans-serif; text-rendering: optimizelegibility; -webkit-font-smoothing: antialiased; text-size-adjust: 100%; color: rgba(0, 0, 0, 0.8); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-style: initial; text-decoration-color: initial; margin: 0cm 0cm 10pt; line-height: 17.25px; font-size: 15px;\"><\/div>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>6. Survey End Date &amp; Time<\/h2>\n<p>The column highlighted in the screenshot shows the date and time at which the survey will expire.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey inactivation date\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-inactivation-date.png\" alt=\"Survey creations, Survey end date and time is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<h2>7. Folder, Creation Date, and Last modified<\/h2>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey folder creation date\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-folder-creation-date.png\" alt=\"Survey creations, Survey meta data is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p>The above-marked area displays:<\/p>\n<ul style=\"list-style-type: disc;\">\n<li><strong>Folder<\/strong> \u2013 The <a href=\"\/hc\/a-z-guide\/folder\/\" target=\"_blank\" rel=\"noopener\" style=\"\n    line-height: 2.3;\n\">folder<\/a> that the survey is a part of.<\/li>\n<li><strong>Created by<\/strong> \u2013 The username of the account that created the survey.<\/li>\n<li><strong>Creation Date<\/strong> \u2013 The time and date of survey creation.<\/li>\n<li><strong>Last Modified<\/strong> \u2013 The time and date when modifications were last made to the survey.<\/li>\n<\/ul>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>8. List of actions that you can perform for a survey<\/h2>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey actions menu\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-action-menu.png\" alt=\"Survey creations. The Survey actions menu is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<ul style=\"list-style-type: disc;\">\n<li><strong>Edit<\/strong> \u2013 to pick up where you left off and edit a previously created survey.<\/li>\n<li><strong>Duplicate<\/strong> \u2013 to create another campaign that is a copy of this survey.<\/li>\n<li><strong>Send<\/strong> \u2013 to <a href=\"\/hc\/survey\/send-survey\/sms-survey\/\" target=\"_blank\" rel=\"noopener\" style=\"line-height: 2.3;\">send out a survey<\/a>.<\/li>\n<li><strong>Insights<\/strong> \u2013 to <a href=\"\/hc\/survey\/performance\/insights\/\" target=\"_blank\" rel=\"noopener\" style=\"  line-height: 2.3;\">view the performance analytics of the survey<\/a> (this button will be visible only after you send out a survey).<\/li>\n<\/ul>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey insights button\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-page-insights-button.png\" alt=\"Survey creations, Survey insights button is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<ul style=\"list-style-type: disc;\">\n<li><strong>URL<\/strong> \u2013 to <a href=\"\/hc\/survey\/send-survey\/utm-code-url\/\" target=\"_blank\" rel=\"noopener\" style=\"  line-height: 2.3;\">view\/copy the short\/original URL of the survey<\/a><\/li>\n<li><strong>History<\/strong> \u2013 to view the previous actions performed on the survey<\/li>\n<li><strong>Archive<\/strong> \u2013 to archive a survey<\/li>\n<li><strong>Add to folder<\/strong> \u2013 to add the survey to a <a href=\"\/hc\/a-z-guide\/folder\/\" target=\"_blank\" rel=\"noopener\" style=\" line-height: 2.3;\">folder<\/a><\/li>\n<li><strong>Embedded Code<\/strong> \u2013 to view\/copy the embeddable code for the survey<\/li>\n<\/ul>\n<blockquote class=\"elevio-box-success\"><p>Buttons corresponding to some permitted actions are displayed against the survey name in the listing; the rest are displayed in an expandable menu.<\/p><\/blockquote>\n<blockquote class=\"elevio-box-warning\"><p>Permitted actions depend on the current state of the survey. For example:-<br \/>\n1. For surveys that are in the <strong>Draft<\/strong> state, but you haven\u2019t saved any changes, you can only <strong>Edit<\/strong> or Duplicate them. For such surveys, actions \u2013 <strong>History, Archive,<\/strong> and <strong>Add to folder<\/strong> are available in the expandable menu.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey draft mode\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-page-draft-mode.png\" alt=\"Survey creations, Survey draft mode\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p>2. For surveys that are in the <strong>Draft<\/strong> state and you have saved changes, you can <strong>Edit, Duplicate,<\/strong> and <strong>Send<\/strong> the surveys. Rest all the actions are available on the expandable menu. You can also generate a QR code for these surveys if needed.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey duplicate state and status\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-duplicate-edit-send-status-1.png\" alt=\"Survey creations, Survey state and status is highlighted\"><\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p>3. For the <strong>Expired<\/strong> surveys, you can <strong>Duplicate<\/strong> them or use the <strong>Insights<\/strong> button to view the analytics. But you cannot edit or send these surveys as such. To edit or send them again, create a duplicate and then proceed as desired. Rest all the actions are available under the expandable menu.<\/p>\n<div style=\"padding: 18px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1675 size-full\" title=\"Survey expired status\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/survey-page-expired-status.png\" alt=\"Survey creations, Survey activation status is expired\"><\/p><\/blockquote>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}  .aricle_container span{color:#0070ba!important}.aricle_container li,.aricle_container blockquote{font-size:18px!important;    font-weight: 400;<br \/>\n  }<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>When you select Survey under Create, you are redirected to the Survey Manager. It lists all the surveys you created to date. Once you navigate to your desired survey, the listing shows the current status, among other actions possible. Here\u2019s what the different sections and terms in a survey listing [&hellip;]<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[383],"ht-kb-tag":[],"class_list":["post-7918","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-survey-creator"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/7918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/comments?post=7918"}],"version-history":[{"count":44,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/7918\/revisions"}],"predecessor-version":[{"id":11841,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/7918\/revisions\/11841"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/media?parent=7918"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb-category?post=7918"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb-tag?post=7918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}