Edit a survey

Use the survey editor to modify exiting surveys.

Administrators edit Medallia Ideas Surveys to modify questions, answer options, or other details about them.

Warning: Deleting questions (or sections that contain questions) also deletes all previously collected responses to the questions. This action cannot be undone.
Note: Survey headings, titles, prompts, and answers appear in the default spoken language for the community. Change the language by clicking the language identifier (such a EN_GB).
Tip: Medallia Ideas auto saves changes every few seconds, but it's good practice to click Save survey as you go.
  1. Go to the Surveys page ( Admin Setup > Surveys).
  2. Locate the survey in the list of Published or Unpublished surveys.
    Two surveys visible in the Published tab, one has results
  3. Click Edit.
  4. Provide the general survey details.
    OptionDescription
    Survey titleIdentifies the survey to administrators
    Short summaryShort summary of the survey
    Completion messageMessage shown on completion of the survey
    PublishedPublish the survey and make it available to users. You can also publish and unpublish surveys from the Surveys page.
    Important: Leave this unselected until you have finished creating the survey. You cannot edit questions of an active (published) survey.
  5. Define sections.
    Surveys can be split into sections or pages of questions. Every survey has at least one section. When taking a survey, users click Next to see the next section.
    A survey with a single section titled "First page"
    OptionDescription
    TabsEach section is a tab below the Questions heading. Click a tab to select the section. In the example above, the first tabbed section is named "First page", and the next section is "Second".
    Tip: Reorder the sections by dragging the tabs. The left-most section appears first on the survey.
    +New sectionAdd a section to the survey.
    Section headerTitle of the section.
    Delete pageRemove the section from the survey.
  6. Add questions to a section.
    For each question to add:
    1. Select a Question type and drag it to the area labeled "Drag and drop question type here".
      Illustration dragging a Dropdown type to the labeled area
      Question typeDescription
      DropdownClick to show the options and choose one.
      Radio buttonsAll options are shown, but only one can be chosen.
      CheckboxesAll options are shown, and one or more may be chosen. There may be limits to the minimum and maximum number of answers that can be chosen.
      TextboxUser-entered text.
    2. Provide the details about the question.
      Question detailDescription
      Question titleIdentifies the question
      Prompt (Dropdown)Text telling the user what to do, such as "Please choose …".
      Answer (Dropdown, Radio buttons, and Checkboxes)Pre-defined answer the question. Minimum and maximum number of boxes (Checkboxes)
      Minimum and maximum number of boxes (Checkboxes)Controls how many answers the user may choose. By default, all answers may be chosen. Enter a number to require or limit the count of Checkbox selections.Required
      RequiredWhether or not the user must answer the question to complete the survey.
      DeleteRemove the question from the survey.
  7. Click Save survey.
Publish (or unpublish) the survey from the Survey Editor, or from the Surveys page where you can also the the results of user answers to the survey.