Editing a Survey

Editing a Survey

Once you have created a survey, you can set up the various options and features available based on your use case and customer journey. Any changes and setups configured under the survey editor window will automatically be saved.

Survey Name

Here you can enter a name that is used internally to identify a particular survey from a list of projects.
To edit the survey name, do the following:
  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. Navigate to the desired project folder
  5. Select an existing survey from the list. You will be redirected to the survey window.
  6. Under "Survey Name", enter the desired name of the survey

Survey Channel

Here you can choose the channel which you want the Survey to be taken in. Currently, the channels available are SMS, USSD, Echo Agent and IVR
You can choose employ one or a combination of these communication channels within the various engagements that you would create on the platform.
Want to learn more about channels? Read our detailed articles on SMS, USSD, Voice or Echo Agent
To set up the survey channel, do the following:
  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. Navigate to the desired project folder

  5. Select an existing survey from the list. You will be redirected to the survey window.

  6. Under "Survey Channel", select the desired survey channel.

Invitation Text

This an optional message sent to the respondent which is meant to introduce yourself to the respondent while also letting them know how long the survey is or if to expect an incentive.

Since the purpose of the invitation text is introduction, a clear call to action, for instance, "Reply with 1 to start" is needed so that the respondent knows how to get to the first question of the survey where actual data collection begins.
Any responses made to the invitation text are not recorded as a result to the survey since this functionality is not meant for data collection. Actual data collection only starts when the respondent replies to question 1 on-wards.

To set up the Invitation Text, do the following:
  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. Navigate to the desired project folder

  5. Select an existing survey from the list. You will be redirected to the survey window.

  6. Under "Invitation Text", enter the desired message that you wish to go out as the invitation text. Note a typical message on a feature phone will contain 160 characters


Thank You Message

This is the last message the respondent receives on completion of the survey.
To set up the Thank You message, do the following:
  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. Navigate to the desired project folder

  5. Select an existing survey from the list. You will be redirected to the survey window.

  6. Under "Thank You Message", enter the message that you wish to go out.


Re-Sends

Here, you can choose to whether or not you would like resend of the survey questions to go and specify the maximum number of resends of a question when a respondent sends an invalid response.
To set up re-sends, do the following:
  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. Navigate to the desired project folder

  5. Select an existing survey from the list. You will be redirected to the survey window.

  6. Under Resends, enable or disable this setting by clicking on the check box

  7. Once enable, select the desired maximum resends


Related Topics


    • Related Articles

    • Editing a Quiz

      Once you have created a quiz, you can set up the various options and features available based on your use case and customer journey. Any changes and setups configured under the quiz editor window will automatically be saved. Quiz Name Here you can ...
    • Sending out Invites to a Survey

      You can use the invite launcher for the desired survey to send the invites to targeted contacts by filtering by a desired group and labels. It allows you to narrow down the selection of contacts you intend to send the survey invite to. Accessing the ...
    • How do I edit my user name?

      Here, you can be able to edit your personal details such as Name. You can capture your full names (First, Middle or/and Last Name). To change your name, do the following: On the top navigation bar, click on your Personal Profile Click on Account ...
    • Getting Started with USSD Channel

      The Echo platform is a cloud-based software system that enables organizations to engage their most important stakeholders through scalable SMS, USSD, and Voice Communication.  The platform’s web interface generates actionable data and analytics from ...
    • Activate a Survey

      Once you have build the survey by adding in the survey questions and set up the desired questions, you can now activate survey which you can then send out to your respondents. Survey Invites can only be sent for active surveys. To activate a survey ...