Publish Tab

This tab shows the title and version of the survey, and through this tab, you can publish one or more instances of the created survey by following these steps:

1. Enter the instance title in “Instance Title” field.
2. Specify the end date of the instance in the “End Date” field.
3. Select the publish type whether public so that anyone with the survey link can access it, or Private so that certain people will be invited to access the survey.

If you select Private, the following fields are displayed:

• • Send To: fill this field with the respondents’ emails.
  • Subject: fill this field with the invitation subject.
  • Message: fill this field with the message content you want the invited people to receive or keep the default message as is.

In the Publish Settings section, follow these steps:

1. Choose a survey format; the user can choose between three options (Classic, cards, and custom).
2. Enable the (Auto Close) toggle to close the instance automatically after receiving a certain number of responses. When enabled, the “Targeted Response Count” field is displayed where you can enter the desired number.
3. For Private instances, enable the (Allow multiple responses) toggle to allow having multiple responses from the same respondent. In Public instances, this toggle is by default enabled and shown in view only mode, as in public surveys, it is always allowed to have multiple responses.
4. For Private instances, enable the (Auto “Thank You” email) toggle to allow sending a thank you email for respondents when completing the survey. In Public instances, this toggle is by default disabled and shown in view only mode, as in public surveys, respondents are unknown so Thank You email cannot be sent to them.
5. Enable the (Randomize Pages) to allow randomizing the survey’s pages order for each respondent, when enabled, the pages order of the survey will appear in a randomized order for each respondent, while when disabled, the pages order will appear the same for all respondents. The default is disabled. And it is not applicable when the survey format is “Classic”.
6. Enable the (Randomize Questions) to allow randomizing the survey’s questions order for each respondent. When enabled, the questions of the survey will appear in a randomized order for each respondent, while when disabled, the questions will appear for all respondents in the same order defined when the survey was created. The default is disabled for both Private and Public instances.
7. Enable the (Randomize Answer Options) toggle to allow randomizing the questions’ choices order for each respondent. When enabled, the questions choices will appear in a randomized order for each respondent, while when disabled, the choices will appear for all respondents in the same order defined when the questions were created. The default is disabled for both Private and Public instances.
8. For ARIS Integration, choose a publish mode.
9. For ARIS Integration, choose impact on type.
10. Click the (Publish) button to publish the instance.

After publishing the instance, the system displays a page that contains the following:

• For Public Surveys:

• Instance Details: this section shows the details of the instance including the instance title, version, start and end dates, in addition to the survey public link that you can copy or share via social media (Facebook, Twitter, LinkedIn) using the available below buttons:
  
• Statistics: this section shows the statistics of the survey, including the total invitations and total responses, in addition to a chart that shows complete answers, incomplete answers, and not started.
  Note that invitations count will be “0” as it is a public survey.
• Publish Settings: this section shows the predefined settings of publishing the survey which include (Allow Multiple Responses), (Auto “Thank You” Email), (Auto Close), (Randomize Questions,), (Randomize Answers), and (ARIS Integration) all of which will be displayed in view only mode.

• For Private Surveys:

• Instance Details: this section shows the details of the instance including the instance title, version, start and end dates.
• Statistics: this section shows the statistics of the survey, including the total invitations and total responses, in addition to a chart that shows complete answers, incomplete answers, and not started.

• Invited List: this section lists all invited users, where for each one the Email, Invitation, and Status are displayed. Through this list, you can perform the following actions:
  • Invite more people to take the survey by clicking the (Invite More) button, and entering the email, subject, and message as mentioned previously.
  • Send reminder to a certain user who did not start the survey yet by clicking the () icon next to it or send bulk reminder to more than one user at the same time by clicking the (Send Bulk Reminder) button then selecting “Not Started”, or “Incomplete”.
    Note that you can send only one reminder per day and the reminder cannot be sent to user whose invitation status in “Unsent” or for users who completed the survey.
  • Contact invited people by clicking their email link.
  • Sort the list either in descending or ascending way using the arrows () next to the Email column.
• Publish Settings: this section shows the predefined settings of publishing the survey which include (Allow Multiple Responses), (Auto “Thank You” Email), (Auto Close), (Randomize Questions,), (Randomize Answers), and (ARIS Integration) all of which will be displayed in view only mode.

Also, through this page, for both publish types, you can perform the following actions:

• Make a new publish by clicking the (New Publish) button to publish the current version or search for any other version to publish by typing its name in the Search field.
• Select the instance you want to view from Instance drop-down menu.
• Close the survey by clicking the () icon in Instance Details section, then clicking (Close Survey), when clicked, a confirmation dialog is displayed. When closed, the people who did not take the survey yet will not be able to access it.