As an admin, use the Preview and Test features to verify and confidently launch a successful survey.
In this article:
Overview
Surveys, especially those with demographic-dependent questions can be tedious to verify before launching.
As an admin creating a survey, use the Preview and Test feature within the Survey Creator to view and test the survey and its email notifications to confidently launch your survey. Learn more about Survey Logic.
Additionally, as an admin, you can test and configure a user's visibility into the survey's analytics. Learn more about testing survey access.
Requirements
- Available to admin users
Test Mode: Test Invitations & Reminders
Use the Test Mode feature to send a sample survey invite and reminder email to specified email addresses. The Test Mode can confirm the survey details, dates, and any custom messaging.
To use the Test Mode feature:
- Navigate to the Test and Review step of the survey creator
- Click Send Test Survey in the Test Mode card
- Specify the email recipient(s) and survey email(s):
- A. Test Email Recipient: Enter and select email addresses to receive the test email
- B. Test Survey Emails: Select which emails should be delivered to the specified recipients
- Click Send Test
Preview Survey
At various points in the survey creation process, you have the ability to preview the survey. This gives you the chance to view the survey as your survey participants will see once the survey is launched.
This is especially helpful for surveys that incorporate logic and demographic-dependent questions.
For surveys with logic, the survey preview allows you, as an admin, to view and interact with the survey as any user in your organization to ensure the logic is working correctly.
There are a few different ways to preview and test a survey:
Preview a Survey
This method is most applicable to surveys without logic. The previews are static and appear the same to all survey participants.
To preview a survey:
- Navigate to the Test and Review step of the survey creator
- Click Preview to open a preview of the survey as it will appear to participants
- Confirm the survey setup is correct
Preview a Survey via URL Link
This method allows you to send a URL of the survey preview to another user within your organization.
If the survey includes logic, the survey preview will reflect the link recipient's demographics and preferences when they open the link.
To protect confidentiality, surveys with logic require users to be logged in to Quantum Workplace to view the survey preview. Surveys without logic do not require users to be logged in to view the survey preview.
Additionally, if the URL recipient is also an admin, they can view the survey as any specified user in your organization- learn more
To send a preview link to another user:
- Navigate to the Test and Review step of the survey creator
- Click Copy Preview Link to copy the URL
- Send the copied URL to the colleague
- The recipient can use the URL to open a preview of the summary
Preview a Survey as Any User
This method is most applicable to testing surveys with logic.
As an admin, you can preview a survey as any user in your organization to test and verify that your survey logic is working correctly.
To protect confidentiality, surveys with logic require users to be logged in to Quantum Workplace to view the survey preview. Surveys without logic do not require users to be logged in to view the survey preview.
To preview a survey from the perspective of another user:
- Navigate to the Test and Review step of the survey creator
- Click Preview
- In the banner along the top, use the drop-down menu or enter the user in the search field corresponding to View survey as
- As the survey reflects the view of the specified user, verify that demographic-dependent questions are configured correctly and any language preferences are met
- Repeat steps 3 and 4 as necessary