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Survey Workspace Tools

The Survey Workspace contains multiple tools and sections used to design surveys, manage participants, configure notifications and rules, monitor participation, and review collected responses and analytics.

Navigation

Open a Project → Select a Panel → Click Surveys → Open a Survey Workspace

Dashboard​

The Dashboard provides an overview of the survey workspace and allows you to manage key survey operations:

  • View survey details such as Creator, Status, and Created Date.
  • View the current notification settings and the number of configured rules.
  • Manage survey actions such as Publish, Pause, Export, and Delete.

Designer​

The Designer is used to create and configure the survey structure and questions:

  • Design the survey structure, including layout, pages, and question placement.
  • Add and configure different question types and input fields.
  • Apply logic, conditions, and validation to questions.
  • Preview the survey as it will appear to participants.
  • Use the JSON Editor to view, import, or export the survey structure.
  • Configure multilingual surveys using the Translation tab.

Notifications​

The Notifications section is used to manage participant communication and survey messaging workflows:

  • Configure invitation and reminder notifications.
  • Customise notification content using dynamic properties.
  • Send notifications via Email or SMS.

Participants​

The Participants section is used to manage survey participants linked to the selected node type:

  • Add, remove, or manage participants.
  • Search and filter participant records.
  • Review participant details.
  • Export participant lists for external use.

Results​

The Results section is used to monitor survey participation and review response activity:

  • View participation and response status for each participant.
  • Track start dates, completion status, and time spent.
  • Monitor invitation and reminder activity.
  • Generate PDF invitations for participants without email access.

Analytics​

The Analytics section is used to visualise and explore collected survey data:

  • View real-time charts and dashboards.
  • Use widgets generated from survey data.
  • Explore response patterns and trends.

Rules​

The Rules section is used to configure automated actions and response-based workflows:

  • Define automated actions triggered by survey responses.
  • Create conditions to monitor responses in real time.
  • Configure actions such as sending notifications based on responses.

Two rule types are supported:

  • Individual — Based on a single participant's responses.
  • Aggregation — Based on combined responses across all participants.