Questionnaire settings

You can edit questionnaire settings at any time, however edits won't effect "sent" respones.

Survey Name

This is the name of the Survey, please do not add the name of the company to it or the time period, because the system does this automatically. (See Automated Email Look & Feel)

Survey Descripiton

This field is designed to help you understand why you used it, it is not seen by anyone other than the administrator.

Period Name

This field is the Period Name of the survey you want to send out. Generally this would just be 2024 for example. However you can use text in this if you like, for example Q1. 2024. But keep it short!

Settings Popup

Survey Pin

This is a 4 number pin, that should be changed from the default. The pin is included in the automated emails sent to the recipients.

Board Meeting Date

This field is purly cosmetic and can be changed at any time. It will appear on the final report document.

Response Deadline

Adding a deadline date to the survey increases online completion, it is purely cosmetic though so you don’t need to reset anything if anyone goes over this date.

Survey Preamble

The survey preamble appears on the first question of the questionnaire. It introduces the questionnaire.

Survey Preamble