Editing Surveys - Breaks draft

In this article

• Editing Delighted Surveys is — in a word — intuitive!
• A. Question-level editing, logic & page breaks.
• B. Survey-level naming, branding, auto-advance, welcome & thank you pages.
• C. Finalizing by previewing, collaborating, publishing & sending.
• Editing Published vs. Draft surveys.
• Deleting questions, welcome & thank you messages

Suggested next articles: Branding Surveys and Adding Logic to Questions.

Editing Delighted Surveys is — in a word — intuitive!

Make all the changes you wish to your unpublished surveys — which are stored under the Drafts tab. Fine-tune every detail to your liking. 

What about Published surveys?

While editing options are somewhat restricted for Published and Closed surveys, there are eight major adjustments that can always be made. See Editing Published vs. Draft surveys for details.

To start editing: 

There are more than a dozen actions to take from your survey's editing page. We'll break it all down in three related sections: 

A. Question-level editing, logic & page breaks

B. Survey-level naming, branding, auto-advance, welcome & thank you pages

C. Finalizing by previewing, collaborating, publishing & sending

A. Question-level editing, logic & page breaks

B. Survey-level naming, branding, auto-advance, welcome & thank you pages

C. Finalize by previewing, collaborating, publishing & sending

See our Help Center articles for details on these topics (click the links!).

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1. Edit question text and answer choices

Editing the wording of a question

To edit the wording of a question or to fix a spelling error:

1

Tap the "editing pencil" → (or simply click on the question)

2

Click inside the question text box → and make changes to your text

3

Click "Save question"

Edit scale point labels

To rewrite your scale point labels:

1

Tap the "editing pencil" → (or click on your question)

2

Select a label that needs changing

3

Enter the new label

4

Click "Save question"

Edit answer choice text

To edit or reenter an answer choice:

1

Tap the "editing pencil" → (or simply click the question)

2

Click the "editing pencil" → and delete the old answer

3

Enter the new answer → and click "Add"

4

Click "Save"

Delete answer choices

To delete answer choices:

1

Tap the "editing pencil" → (or just click your question)

2

Tap the "trash can" icon → seen to the right of your target answer choice

3

Click "Save question" → found below the question

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2. Change question settings, formats, and scale points

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3. Add & move questions up/down

To add a new question to your survey:

Move questions up/down

Often, you'll need to move a question up (or down) in the survey flow. Easily done! 

To move a question up or down:

1

Open your survey editing page 

2

Hover over any question → and reveal the "move arrows"

3

Tap the "up" or "down" arrows to reposition the selected question

What if the move arrows don't appear?

If the up or down arrow doesn't highlight, the question cannot be moved in that direction. For example:

• You can't move the first question up
• You can't move the last question down
• You can't move a question contingent on conditional logic above the question where the logic is defined. (See 5. Add 'branching' or 'conditional' logic.)

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4. Remove & add page breaks

Page breaks are added automatically with every question you create, directing your survey to display a single question at a time.

Removing page breaks lets you group two, three, or more questions together on a single page. 

Toggle the "REMOVE PAGE BREAK" and "ADD PAGE BREAK" lines to group questions or to break them apart.

A		Click "REMOVE PAGE BREAK" to group multiple questions onto a single page
B		Click "ADD PAGE BREAK" to break multiple question pages out into individual questions

A. REMOVE PAGE BREAK 

To merge two (or more) questions into a single page:

1

Hover over and click — REMOVE PAGE BREAK —  

2

Notice that the toggle changes to — ADD PAGE BREAK —

3

Click Preview to see how your pages look when questions are grouped together!

B. ADD PAGE BREAK 

To break out a question onto a separate page: 

1

Hover over and click — ADD PAGE BREAK —

2

Notice that the toggle changes back to — REMOVE PAGE BREAK —

3

Click  Preview to see how your pages look as separate questions!

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5. Add 'branching' or 'conditional' logic 

Logic lets you display a 'conditional' question to respondents based on their answer to a previous question. 

For example, following a 5 star or CSAT question, you can:

• Show unhappy respondents (1-3) a follow-up text question
• Redirect satisfied respondents (4-5) to the Thank you message — or show them a different follow-up question

Read Adding Branch Logic to Questions for details.

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7. Adjust survey settings — name, description, auto-advance

Survey settings let you adjust the:

Settings can be changed from two places —  from Survey index card (as marked here) or from the survey's editing page (as shown in the next set of steps).

A. Survey name

Chances are, you’ll want to rename your survey, perhaps more than once! There are two things to remember about a Surveys' name:

To rename a survey and add a description from the Survey editing page:

1

Open the survey from its survey card

2

Select the "Survey name menu" → found at the top of the page

3

Pick "Settings"

4

Select the "Survey name" box and enter the new name → (ex. “Museum Gift Shop Survey”)

B. Survey description

To add an optional description:

Click the "Survey description" box

6

Enter an optional description → (ex. “Q4 Responses”)

7

Click "Save"

7.5 Disabling & enabling auto-advance

Auto-advance is the default setting, allowing respondents to progress quickly from question to question without clicking the "Next" button.

To disable/enable the auto-advance setting:

1

Open your survey editing page

2

Click the survey name at the top of the page → and choose "Settings'

3

Toggle the auto-advance option to "off"

4

Choose "Save" → to enact the setting

5

Click the auto-advance toggle to "on" to reverse the process

6

Select "Save"

Disable and the auto-advance from the Survey index card

You can disable/enable auto-advance by clicking "Settings" from the three dots menu in the corner of any Survey index card and completing the above steps.

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8. Add & edit a welcome message

The optional welcome message can personalize your survey, give survey takers context, and help improve response rates.

To add a welcome message:

1

Click "Add a welcome message" at the top of the survey flow

2

Enter your text → (ex. "Please take our brief survey!")

3

Click "Save message"

4

Click the "editing pencil" icon to make corrections

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9. Modify a default thank you message & add a link

A default thank you message appears at the end of each survey which reads, “Thank you for your participation.” It’s quite easy to replace this default with a message of your own. 

To change your thank you message:

1

Click "Add a thank you message" → located at the bottom of the editing page

2

Alter the text in the "Add your message here" box → (ex. “Thank you for completing our survey!”)

3

Select "Save message"

4

Click the "editing pencil" to make subsequent corrections

Adding a link

Consider referring respondents to your website or another relevant location by adding a link to your thank you message.

To add your link to a thank you message:

1

Tap the "editing pencil" → (or just click on the "Thank you message" card)

2

Scroll down and click "Optional outgoing link URL"

3

Enter your URL → (ex. "https://surveys-help.delighted.com/")

4

Enter your link text in the second box → (ex. “Click to learn more!”)

5

Click "Save message"

6

Click the "editing pencil" to make subsequent corrections

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10. Deleting questions, welcome & thank you messages

To delete questions, welcome, and thank you messages:

1

Open your survey's editing page

2

Hover over any question, welcome, or thank you message card

3

Tap the "trash can"

4

Click "Yes, delete question" → (or "Confirm" for welcome and thank you messages)

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Editing Published vs. Draft surveys

When you reopen a survey from the Surveys index, if your target survey is a . . . 

Eight things you can change in published surveys

To edit a published survey:

1

Open any "Published" or "Closed" survey

2

Click "Edit survey" to open the editing page

3

Make your changes as outlined in the above list

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In this article

• About editing draft (or unpublished) surveys — quick start.
• The nitty-gritty details of editing.
  • Question editing.
  • Survey flow editing.
  • Previewing and collaborating.
• Editing Published vs. Draft surveys.
• Deleting survey elements.

Suggested next articles: Branding Surveys and Adding Logic to Questions.

About editing draft (unpublished) surveys — quick start

Editing Delighted Surveys is, in a word, intuitive. To jumpstart things:

If you make a change that you don't like, simply click "← Back to survey" without saving! This is your escape hatch, allowing you to undo your changes — no harm done.

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The nitty-gritty details of editing

There are more than a dozen actions to take from the survey editing page. In this deep dive, we'll break the action down into these related categories: 

• Question editing
• Survey flow editing
• Previewing and collaborating

Question editing

Survey flow editing

Previewing and collaborating

These topics are covered in other sections in this Help Center, so clicking below will link you out to a complete article!

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1. Editing question text and answer choices

Editing the wording of a question

To edit the wording of a question or to fix a spelling error:

1

Tap the "editing pencil" → (or simply click on the question)

2

Click inside the question text box → and make the changes to your text

3

Click "Save question"

Editing scale point labels

To replace the text used for your scale point labels:

1

Tap the "editing pencil" → (or click on your question)

2

Select a label that needs changing

3

Enter the new label

4

Click "Save question"

Editing answer choice text

To edit or reenter an answer choice:

1

Tap the "editing pencil" → (or simply click the question)

2

Click the "editing pencil" → and delete the old answer

3

Enter the new answer → and click "Add"

4

Click "Save"

Deleting answer choices

To delete answer choices:

1

Tap the "editing pencil" → (or just click your question)

2

Tap the "trash can" icon → seen to the right of your target answer choice

3

Click "Save question" → found below the question

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2. Changing question settings, formats, and scale points

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3. Adding new questions

In this instance, we'll use a text question as our example. To add a new question to your survey:

1

Open your survey's editing page 

2

Click "Add another question"

3

Enter your new question → ex. “What can we do to improve the agent experience?”

4

Choose a response format → ex. "Text"

5

Pick between "Single line" and "Multiple lines"

6

Click "Save question"

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4. Moving questions up or down the survey flow

Hover over any question to reveal the move arrows. If the up or down arrow doesn't highlight, the question cannot be moved in that direction. For example:

• You can't move the first question up or the last question down
• You can't move a question tied to logic above the question where the logic is defined. (See 5. Adding 'branching' or 'conditional' logic.)

To move a question up or down in your survey flow:

1

Open your survey editing page 

2

Hover over any question → and reveal the "move arrows"

3

Tap the "up" or "down" arrows to reposition the selected question

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5. Adding 'branching' or 'conditional' logic 

Logic lets you display a 'conditional' question to respondents based on their answer to another question. (Click to read how to set up your conditional logic flow in this article — Adding Branch Logic to Questions.)

For example, following a 5 star or CSAT question, you can:

• Show unhappy respondents (1-3) a follow-up text question
• Redirect satisfied respondents (4-5) to the Thank you message — or show them a different follow-up question

Back to top

7. Adjusting survey settings (name, description, auto-advance)

Every survey needs a name! Two things to know about survey names:

Chances are, you’ll want to rename your survey, perhaps more than once! Plus, you can add an optional description to give the survey context. Both the name and the description appear on the Survey card in the index. 

The name Settings can be changed in two places: From the Survey editing page (as explained in the next set of steps) or from the Survey index card itself (as marked above). 

To rename a survey and add a description from the Survey editing page:

1

Open the survey from its survey card

2

Select the "Survey name menu" → found at the top of the page

3

Pick "Settings"

4

Enter the new name → (ex. “Satisfaction survey”)

5

Add an optional description → (ex. “5 stars”)

6

Click "Save"

7.5 Disabling auto-advance

By default, surveys will progress from one question to the next without the respondent needing to click the "next" button due to our auto-advance feature. This makes it easier for respondents to move through the survey quickly!

Auto-advance is set at the survey level and is turned on automatically. To disable auto-advance for a given survey:

1

Open your survey editing page

2

Click the survey name at the top of the page → and choose "Settings'

3

Toggle the auto-advance option to "off"

4

Click "Save"

Disable the auto-advance from the Survey index card

You can also disable the auto-advance by clicking "Settings" from the three dots menu in the corner of any Survey index card and completing steps 4 and 5 above.

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8. Adding a welcome message

The optional welcome message can personalize your survey, give survey takers context, and help improve response rates.

To add a welcome message:

1

Click "Add a welcome message" at the top of the survey flow

2

Enter your text → (ex. "Please take our brief survey!")

3

Click "Save message"

4

Click the "editing pencil" icon to make corrections

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9. Modifying the default thank you message and adding a link

A thank you message appears at the end of each survey. The default message reads, “Thank you for your participation.” It’s quite easy to replace this default with a message of your own. 

To change the thank you message:

1

Click "Add a thank you message"

2

Alter the text in the "Add your message here" box → (ex. “Thank you for completing our survey!”)

3

Click "Save message"

4

Click the "editing pencil" to make subsequent corrections

Consider referring respondents to your website or another relevant location by adding a link to your thank you message.

Adding a link

To add your link to a thank you message:

1

Tap the "editing pencil" → (or just click on the "Thank you message" card)

2

Scroll down to and click "Optional outgoing link URL"

3

Enter your URL → (ex. "https://surveys-help.delighted.com/")

4

Enter your link text in the second box → (ex. “Click to learn more!”)

5

Click "Save message"

6

Click the "editing pencil" to make subsequent corrections

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10. Deleting survey elements

To delete questions, welcome, and thank you messages:

1

Open your survey's editing page

2

Hover over any question, welcome, or thank you message card

3

Tap the "trash can"

4

Click "Yes, delete question" → (or "Confirm" for welcome and thank you messages)

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Editing Published vs. Draft surveys

When reopening a survey from the Surveys index, if your target survey is a:

What can change in published surveys

To edit a published survey:

1

Open any "Published" survey

2

Click "Edit survey" to open the survey editing page

3

Make your changes as outlined in the above list

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