QualityNet Survey Monkey

Creating a Survey from Scratch

Get started with a blank page. Give your Survey a name, select the category and the survey format Then click Create Survey and you're ready to get started. You'll need to add questions by using the tools in the left sidebar to build your survey.

Share this survey with my team might be selected by default when you create a survey from scratch. If you don’t want to share with everyone, be sure to uncheck the box. If you have questions ready to go and want to copy and paste them to your survey, select My questions are already written.

Copying a Past Survey

You also have the option of creating a copy of a survey that's in your account. This way you don't have to start from scratch or change past surveys that have already collected responses. The survey questions, theme, and other survey design settings are carried over to the copy, but you'll need to create a new collector to send your survey.

To copy a survey:

1. Click + Create Survey in the upper right corner of your account.
2. Choose Copy a past survey.
3. Browse the surveys in the menu. Click a tile to see a preview of the survey questions and past results.
4. When you find the one you want to copy, click Copy this survey at the bottom of the preview.
5. Click the survey title to edit the survey title and nickname.
6. Edit the survey. You can edit the copied version however you'd like without affecting the original survey or its responses.

Using a Template

Get a head start by using a template designed by SurveyMonkey's team of survey experts. Use the dropdown menu to browse templates by type to find the right survey for you. Click on any template to learn more about it and preview the survey questions.

To create a survey using a template:

1. Click Create Survey in the upper-right corner of your account.
2. Click Start from template.
3. Choose a category from the dropdown menu to browse available templates or search templates by keyword. If you're in a team, you can choose Team templates.
4. Click on a template to see a preview of the survey questions and an overview of the survey.
5. When you find a template you want to use, click Use this template at the bottom of the preview.
6. Edit the survey however you'd like. It's possible to add or edit questions, delete questions, and change the look and feel of your survey before sending it to survey takers.

Adding Questions from Scratch 

When you add a new question to your survey, all the editing options appear so you can set it up the way you want.

To create your own question from scratch:

1. In the Design Survey tab, go to the BUILDER section of the sidebar.
2. Find the question type you'd like to add to your survey. Hover over any question type to see an example and learn more.
3. Add the question to your survey—either drag and drop it into your survey, or hover over it and click ADD to place it at the end of your survey.
4. Type your question text and answer choices, and review the available options and settings.
5. Click Save.

More Ways to Add Questions

If you’ve already written your questions outside of SurveyMonkey, or you want expert help to make sure you’re asking the right thing, there are a few more ways to add questions to your survey.

• Use Pre-Written Expert Questions
  You can use the Question Bank to choose from hundreds of pre-written questions designed by our survey experts. 
  
  
• Copy and Paste Questions in Bulk
  If you've already written some of your survey questions outside of SurveyMonkey, save time by copying and pasting the questions and answers in bulk.
  
  
• Use Question Type Prediction
  If you're not sure which question type to use, we can help. We can analyze your question text as you type it, and recommend a question type to use. To use question type prediction:
  1. Click +New Question on the Design Survey page.
  2. Type your question text and we'll automatically suggest a question type and update the display below. Use the dropdown menu to manually update the question type, if needed.
  3. Type your answer choices and review the available options and settings.
  4. Click Save.

Switching Question Types

When you edit a question, you can change the question type using the dropdown menu to the right of the question text.

Limitations
If a question has already collected responses, you can't change the question type. Also, you can't switch to or from the following question types:

• Text
• Image

Editing Answer Choices

You can add, delete, or hide answer choices, row choices, and column choices using the buttons to the right of those fields:

Previewing Your Survey Design

The Preview & Score section lets you test everything you've added to your new survey. To preview your survey design:

1. Go to the Preview & Score section of your survey.
2. Use the live survey preview to test your survey and view your survey design.
3. Check that any features like answer validation or required questions that you may have in your survey design are functioning properly.
4. Toggle between Desktop, Tablet, and Phone in the bottom-left corner to preview the survey on different devices. We suggest going through the entire survey in each mode.

Creating a Test Collector

Since the survey preview doesn't account for collector options, creating a test collector gives you a more comprehensive understanding of the entire survey experience from start to finish.

In addition to taking the survey itself, test collectors allow you record test responses and view them in the Analyze Results section, so you can see how your data will be displayed before you send out the survey and make any adjustments to the design as needed.

To Create a Test Collector:

1. Create a Web Link for the survey. This creates a URL for you to take the survey.
2. Click W in the upper-left corner of the collector and rename it "Test Collector" so you don't confuse it with your real collectors.
3. From the collector options, turn on Multiple Responses. This will allow you to test the survey more than once.
4. Choose your remaining collector options.
5. Copy the URL you in step one and paste it in your browser's address bar.
6. Take the survey.
7. See how the results display in the Analyze Results section of the survey.
8. Make edits to the survey design or collector options, as needed.
9. Clear the responses from the collector once you're done testing so they don't interfere with your survey results.

Commenting and Getting Feedback

Commenting on a Survey
You can invite people to comment on your survey design in preview mode. This way you can collaborate in SurveyMonkey, instead of sending feedback back-and-forth via email.

Scoring Your Survey
SurveyMonkey Genius scores your survey and gives you personalized recommendations for making improvements before you send it out to get responses.

Sharing a Survey Preview
To share a survey preview in popular collaboration apps, click Invite. You can post a survey preview to a Slack channel, or save it to a shared drive such as Microsoft OneDrive or GoogleDrive.

Formatting Text

When designing a survey, you can use the rich text editor to bold, underline, or italicize text and add images, videos, or links. Some fields have an advanced editor for more formatting options.

The available options in the rich text editor vary by question type and field. To see the options available for a particular field, click directly into the field.

To format text:

1. Go to the Design Survey section.
2. Click or highlight text in any field.
3. Use the formatting toolbar. In some fields, you can click "… "to open the advanced editor.

Ways to Add Images

There are various ways to add images to your survey in the Design Survey section of your survey. 

Adding Independent Images (Separate from Questions)
An independent image is a static image, separate from any survey questions. You can add an independent image via URL from the web, or you can upload the image from your computer.

Adding Images to Question Text

You can use the formatting toolbar to add an image into a question text or answer choice field. You’ll need to upload your image to your own web server or an image hosting service in order to add an image from the formatting toolbar.

Image Size and Accessibility

• Image File Size Too Large
  If the image you want to add to your survey is too large to upload, you can host the image on a third-party site and add it to your survey by entering the URL. Upload limits won't apply.
  
  
• Resizing Images
  When you add an image using the formatting toolbar, you will see the option to change the image dimensions. You can also choose whether or not to constrain proportions to maintain the same height-to-width ratio. If you need to resize an independent image, you will need to do this in a program outside of SurveyMonkey. The Image Choice question auto-formats your images for you so they'll look great on desktop or mobile.
  
  
• Adding Alternative Text for Accessibility
  When you upload your images, you can add alternative text (also known as alt text or descriptive text) to make them accessible for all survey takers. 

Adding Videos to Your Survey

You can add videos hosted on popular sites like YouTube or Vimeo into question text or answer choice fields. Or, you can drag and drop the "Text" option from the BUILDER into your survey design, and add a video there — independent of any questions in the survey.

To add a video:

1. Copy the embed code for your video. The embed code is a string of HTML that allows you to put a video directly into your survey.

   Find the embed code instructions for each of our supported video types:

   • YouTube
   • Vimeo
   • Daily Motion
   • Google Maps
   • Soundcloud
   • IBM Cloud Video
2. In SurveyMonkey, click the textbox where you want to add the video.
3. Click  in the formatting toolbar.
4. Click the Embed tab.
5. Paste the video embed code in the text box.
6. Click Ok.

At this time there is no way to add sound clips to a survey.

Adding Tables to Your Survey

You can use the advanced rich text editor to add a table to your survey in the following supported fields:

• Text added from the Builder
• Question text for any question type
• Page Description

To add a table:

1. Click . in the rich text editor to open the advanced rich text editor.
2. Click ¢ and then Insert table.
3. Drag your cursor over the grid to choose the dimensions of the table and click to insert it. You can create a table as large as 10 x 10 cells. If you need to add more, you can insert additional rows or columns after you add the table.
4. Click and drag any corner of the table to resize it and make it easier to add text into each cell.
5. Enter text in the cells.

Adding Hyperlinks to Your Survey

Use the rich text editor to add a hyperlink to your survey. You can link to additional information on your website or to a file, like a PDF, hosted on another site. Note that some text fields such as Survey Title or Page Title do not allow you to add hyperlinks.

To add a hyperlink:

1. In the text box, highlight the text you want to turn into a link. Or, just place your cursor where you want to insert the link.
2. Click Ç in the formatting toolbar.
3. Fill out the following fields and click OK:

Survey Tooltips

Tooltips give survey takers more information about a specific word or phrase in your survey. For example, you can use a tooltip to define a word in your survey people may not be familiar with or give extra context about how to answer a survey question.

Adding a Tooltip
You can add one tooltip per survey question or additional survey text block. It’s not possible to add a tooltip to answer text, the survey title, or intro paragraphs. To add a tooltip:

1. Go to the Design Survey section of your survey.
2. Click a question or additional text field.
3. Highlight the text you want to add a tooltip to.
4. Click the  Tooltip icon in the formatting toolbar.
5. Enter your tooltip text.
6. Click OK.

Deleting a Tooltip
To delete a tooltip:

1. Go to the Design Survey section of your survey.
2. Click the question or additional text.
3. Highlight the text with the tooltip.
4. Click the  Tooltip icon in the formatting toolbar.
5. Click the # Delete icon.

What Survey Takers See
Words with tooltips added are underlined. Survey takers can hover over the word to read the tooltip.

Inserting Additional Text

You can insert additional text to your survey design to provide extra context or description to your respondents. For example, you can use Text content to create a consent form, add terms and conditions to your survey, add footers, and more. To add Text into the survey:

1. In the left sidebar, click BUILDER.
2. Click Text to add the additional text to the end of the survey. Or, drag and drop Text into the desired position elsewhere in the survey.
3. Enter your text in the Text Content field.
4. If desired, adjust the question layout under the Options tab.
5. Click Save.

Adding and Managing Pages

Use multiple pages in your survey to help organize and break up a long list of questions. This makes it easier for your respondents to take the survey—respondents will feel they are making progress, and every time they go to the next page, their partial responses are saved.

Adding Pages

Click + New Page below any page in your survey to add a new page in that spot.

Or, you can add a new page, or split an existing page, from the BUILDER section of the sidebar:

Managing Pages
At the top of any page, click the More Actions menu to see the following options:

Page Titles and Descriptions
Click + Page Title directly at the top of any page in your survey design to add a page title or description. You can choose to show or hide page titles in the OPTIONS section of the sidebar.

Page Numbers
You can choose to show or hide page numbers in the OPTIONS section of the sidebar.

Titles & Descriptions

You can add Page Titles to the different pages in your survey to keep it organized. Use the Page Description field to let respondents know more info about the questions they'll see on the page or to provide them with special instructions.

To add a Page Title or Page Description:

1. Go to the Design Survey section of the survey.
2. Scroll to the top of any survey page.
3. Click + Add Page Title.
4. Enter your title or description.
5. Click Save.

Formatting Text and Character Limits
Page Titles can be up to 100 characters. You can bold, underline, italicize, or change the font color of your Page Titles, but other rich text editing options aren’t available. For Page Descriptions, you can enter up to 4,000 characters and customize the text using the full rich text editor.

To hide Page Titles from respondents:

1. Go to the Design Survey section.
2. In the left sidebar, click OPTIONS.
3. Click Page Titles to turn them off. You can toggle this setting back on at any time.

TIP! You can’t hide Page Descriptions from respondents, but you can leave them blank. If you want to leave notes about a survey page, you can leave comments on the survey.

Primary Admins and Admins have the following capability:

• Create workgroups
• Manage member roles
• Add or change ownership of workgroups.  (Only Power Users can be owners.)

You can add surveys when creating a workgroup or share surveys directly from the My Surveys page by clicking the Share icon next to each survey.

Anyone can share a survey, but editing capability is still limited to whether the person has Casual or Power User permission.  Only Power Users and Admins can edit a shared survey.

Find a Workgroup

It’s easy to view workgroups.  Anyone on the team can see the workgroups they're a part of in the My Workgroups tab or view the entire team's public workgroups in the All Workgroups tab.  Here’s how:

1. Select My Team from the screen's top navigation.
2. Select Workgroups from the dropdown menu.
3. Toggle between viewing the All Workgroups or My Workgroups tabs.

Joining a Workgroup

Public workgroups are visible to your entire team, while private workgroups are only visible to its members.  If you'd like to join a public workgroup, you can click the Ask to join button next to the workgroup.  This sends an email notification to the workgroup owner to review.

Sharing a Survey

Surveys can be shared to any Workgroup.

1. Go to the My Surveys page. 

2. Click the Share icon next to each survey.

3, A page will open where you can search for individuals or Workgroups with whom you’d like to share.

4. Click on the name of the person and/or Workgroups of your choice.

**Remember!  Users with Casual seats are restricted to View only survey access.   They will not be able to edit the survey.  

Ways to Send Your Survey

After you have designed and previewed your survey, create a collector to send it out. You can send a survey via URL, email, and more. Survey responses are then recorded in the Analyze Responses section of your account.

There are various ways to send your survey and collect responses:

Using Multiple Collectors

You can create multiple collectors for any survey to get responses in various ways. Depending on your plan type, you may be limited to 3 collectors per survey.

Responses from all collectors you use for a survey are stored in the Analyze Responses section of the survey.

Filter by collector to focus on the results of a specific collector.

Compare by collector to see a side-by-side comparison of how survey-takers responded by collector.

Recommendations

If you use Build it for me to create your survey, we will give you recommendations on how to send your survey and how to choose the right collector options to meet your goals.

Why are some collectors view only or greyed out?

If a collector is greyed out, it is disabled for your survey. This may be because your survey is accepting payments, the survey was shared and you do not have collect permissions, or the collector is restricted by Enterprise Settings.

Collector Options

Collector options are settings that let you customize the survey-taking experience. They affect who can take your survey, how many times they can take the survey, what people see when they complete it, and whether the results are anonymous.

Each collector type has a different set of options to choose from—check out the specific collector type article for details.

Tip: Before you send your survey, create a test collector to make sure the collector options work as you expect.

Managing Your Collector List

Once your survey has collectors, click Collect Responses to see them in your collector list. Click ^••• to the right of a collector to see a menu with the following actions:

Creating a Web Link for Your Survey

The Web Link collector is the fastest and most versatile way to share your survey link and collect responses. It will generate a short URL and QR Code that you can post wherever you'd like.

Creating a Web Link

To create a Web Link:

1. Go to the Collect Responses section of your survey.
2. Choose Get Web Link. (If you already have a collector for your survey, click Add New Collector from the top-right corner of the collector list.)
3. Choose your collector options.
4. Edit the nickname of the collector by clicking the pencil icon in the dark grey bar at the top left of the page—this nickname does not show to respondents.
5. Copy the survey link and paste it wherever you would like. The link works as long as the collector is open—Web Link Collectors are open by default.

Your survey URL looks something like this example by default, with a string of letters and numbers at the end:

https://www.surveymonkey.com/r/P58B9BX

Web Links are Public Links

Your Web Link Collector URL is a public link, meaning that anyone who has it will be able to access your survey and complete it. Web crawlers can also access public links, and may index your survey on a search engine.

If you wish to use a Web Link Collector but do not want the link to be public, consider password-protecting your survey.

Create a Copy of a Web Link

Copying a collector creates a new Web Link with most of your customized collector options. The only collector options that aren't carried over to the copy are the Thumbnail image, Password Protection, and Recurrence options—but you can manually update those collector options after you create a copy.

To create a copy of a Web Link collector:

1. From the collector list, click . next to the Web Link collector you want to copy.
2. Select Copy Collector.

A new Web Link starting with Copy of is added to your collector list.

Managing Survey Collector Options

Collectors are ways to send your survey. Each collector type works a little differently, so they all have different sets of options to choose from when you set them up.

Collector options are survey settings that enable you to customize the survey-taking experience for your respondents. These settings affect who can access your survey, how many times respondents can take the survey, and what respondents see when they are done.

Accessing Collector Options

To access your collector options, go to the Collect Responses section of your survey and click the name of the collector.

Tip: Collector options are collector-specific, not survey-wide. If you have multiple collectors, you need to customize the settings for each one separately.

Opening & Closing Surveys

After you finish designing your survey, create a collector to send it out and collect responses. The status of your collector lets you know whether or not your survey is open or closed to survey takers.

Checking the Collector Status

Tip: Use multiple collectors to keep your results organized. For example, create one to test your survey, and another to send to your survey takers. Then you can create a filter to exclude test responses from your results.

Opening or Closing a Survey

When you are ready to share your survey, create a collector. A collector is a way to send your survey.

To open your survey:

1. Go to the Collect Responses section of your survey.
2. Create a collector and carefully review the collector options.
3. Send out your survey—the collector status is Open by default.

Reopening a Survey

You can reopen a survey at any time in the Collect Responses section of your survey. The collector status works as a toggle that lets you open or close a collector when you click it.

To reopen a survey:

1. Go to the Collect Responses section of your survey.
2. Click the Closed status next to the collector you want to open.
3. Click Open collector.
4. Send out your survey.

Closing a Survey

When you want to stop collecting responses and prevent people from being able to access your survey, you can close your collector.

To close a collector:

1. Go to the Collect Responses section of your survey.
2. Click Open in the status column.
3. Customize the closed message that will display to people who try to access the survey.
4. Click Preview and test to see how the survey closed page will look.
5. Click Close collector.
6. Repeat for each collector you're using to turn the survey completely off.

Tip: Close a collector automatically using a Cutoff Date and Time or Response Limits.

Customizing Your Survey Closed Message

Survey Closed Message

When a collector is closed and someone tries to access your survey, they will see a closed survey page. You can customize the message on that page when you manually close your collector or set it to close by a Cutoff Date and Time or Response Limits.

The closed message can only be written in plain text and you cannot use HTML to format your message.

Removing SurveyMonkey Branding

To remove SurveyMonkey branding on the closed page, use the White Label URL (research.net).

Managing Multiple Collectors

You can use multiple collectors to collect responses from various groups of people or through different channels.

All the responses are combined in the Analyze Results section of your survey, and you can create filters to view and compare by collector.

If you have multiple collectors for the same survey keep in mind that:

• To completely stop collecting responses for your survey, you need to close each collector individually
• You can customize the survey closed message for each collector individually
• Closing one collector won't close other collectors

Troubleshooting Collector Issues

Review these common issues that arise when opening and closing collectors.

I closed my collector but my survey is still getting responses

You may have another collector that is still open. If you have multiple collectors for the same survey, you need to close each collector individually to turn the survey completely off.

I closed my collector but my scheduled message is still stuck in pending

When your collector is closed, any pending messages are stuck as pending and will not be sent—you can’t unschedule or delete pending messages.

If you want to send a message, open the collector and schedule a new one. After everyone is done taking the survey and all messages have been sent, close the collector again.

I cannot reopen my survey

Check if you have set a Cutoff Date and Time or Response Limits on your collector. If so, you need to extend the date or increase the max number of responses in your collector settings before you can reopen your survey.

How to Analyze Survey Results

You can view and analyze your results at any time during the collection process in the Analyze section of the survey. Here you can see a summary view of your data; browse individual responses; create and export dynamic charts; use filter, compare, and show rules to analyze specific data views and segments; view and categorize open-ended responses, and easily download your results in multiple formats.

View Survey Responses

You can view summaries of each survey question, or browse through individual survey responses.

Using Rules to Analyze Data

After viewing the overall Question Summaries, you can create rules to answer more specific questions about your data. Filter, Compare, and Show rules allow you to focus in on specific subsets of your data, so you can analyze your results in a way that is most meaningful to you.

Paid users may create an unlimited number of rules. Free users may create one rule.

Exports

With any paid plan, you can download your results in a variety of formats. You can keep an offline copy of your survey results, send the exports to others, download individual responses for printing, or export your raw data for further analysis.

Viewing Your Survey Summary

The Survey Summary page provides an overview of your survey design, collector information, and response data. You can access the Survey Summary page from two places in your account:

• In a survey, click the Summary tab at the top of the page.
• On the My Surveys page, click the survey title.

Design Summary

In the left sidebar, you'll see a general summary of some of the settings and features you've engaged in your survey design:

• Number of questions and pages
• Survey language
• Theme
• Whether or not you've added a logo
• Whether or not you've added logic (skip logic and/or randomization)

Total Response Count

The total response count shows the grand total of responses submitted to your survey. If your survey has collected responses, click the response count to go directly to the Analyze section to view your results.

Overall Survey Status

The Overall Survey Status shows you the general status of your survey, based on the state of your survey design and collectors. Below is a description of which survey conditions correspond with each possible survey status.

Collector List

A complete list of collectors you've created is shown below the Total Response Count and Overall Survey Status. Here you can view more detailed information about each individual collector:

• Status (OPEN, NOT CONFIGURED, or CLOSED)
• Creation date
• Number of responses collected

Click any collector title to open that specific collector.

Responses Volume Chart

Below the Collector List is a Data Trends chart that shows when you received responses to your survey. Here you can view how the survey's response rate has changed over time.

Editing a Live Survey

You can edit certain parts of a survey after you send it out. If the survey doesn't have any responses, you can fully edit the survey.

If the survey is live, meaning it already has responses, editing options are limited. You're able to:

• Add new questions
• Edit existing text
• Add, edit, or hide answer choices
• Sort answer choices alphabetically or randomly
• Delete a question—this deletes responses for the question in your results
• Move questions or pages—be mindful of any Skip Logic applied
• Change the point value of a quiz question
• Edit row and column labels of a Matrix/Rating Scale question
• Add new rows to a Matrix/Rating Scale question
• Add or remove question options like requiring an answer or text validation

Changes you make to the survey design go live as soon as you save them. The survey link doesn't change, so you don't need to send out a new link or inform anyone the survey has been edited.

Note: If you make edits while people are taking your survey the survey page will automatically refresh and their responses won't be saved. If this happens, they’ll see a message letting them know to retake the survey.

Editing Limitations

Editing is limited after you collect responses since significant changes to the survey design affect your ability to properly analyze results. You can't delete an answer choice if the question has any responses. You can instead hide the answer choice OR delete the question entirely (including any of its responses) and re-add the question. If you need to make edits to the survey that aren't possible because of this limitation, you have a couple options:

Editing Live Surveys in the Mobile App

The SurveyMonkey mobile app is great for making small edits to your survey on the go, like fixing typos or adding new questions. However, once you've collected responses to your survey, we suggest making edits on our website instead. For example, deleting an answer choice in the app will permanently remove its responses from the survey, so use caution.

If you need to hide an answer choice from future respondents, use our website.

How to Analyze Survey Results

You can view and analyze your results at any time during the collection process in the Analyze section of the survey. Here you can see a summary view of your data; browse individual responses; create and export dynamic charts; use filter, compare, and show rules to analyze specific data views and segments; view and categorize open-ended responses, and easily download your results in multiple formats.

View Survey Responses

You can view summaries of each survey question, or browse through individual survey responses.

Using Rules to Analyze Data

After viewing the overall Question Summaries, you can create rules to answer more specific questions about your data. Filter, Compare, and Show rules allow you to focus in on specific subsets of your data, so you can analyze your results in a way that is most meaningful to you.

Paid users may create an unlimited number of rules. Free users may create one rule.

Exports

With any paid plan, you can download your results in a variety of formats. You can keep an offline copy of your survey results, send the exports to others, download individual responses for printing, or export your raw data for further analysis.

Analyzing Text Results

You can find insights and trends in your text responses by using our text analysis features:

Sentiment Analysis

Sentiment Analysis automatically categorizes your text responses to reveal the emotion behind what people are saying.

Sentiment Analysis is available for English surveys only. If you have data stored in our Canadian Data Center, this feature isn't available. You can see if this applies to you by checking your Account Details.

Using Sentiment Analysis

To turn Sentiment Analysis on:

1. Make sure you are opted in to Automatic Insights.
2. Go to the Analyze Results section of your survey.
3. Scroll to a question with text responses.
4. Click the Sentiment toggle on the right-hand side to turn it ON.

As your survey collects responses, they'll be categorized as Positive, Neutral, Negative, or Undetected, and a corresponding icon will appear on the left-hand side of the response.

If you need to change a response's sentiment to one that's more accurate, you can click the sentiment icon to select a new one.

Uncategorized Responses

If your survey has already collected a lot of responses before you turn Sentiment Analysis on, responses might appear uncategorized for a few minutes while it works to process and categorize them.

When a response is categorized as Undetected, it's because we didn't have enough information to categorize it.

Filtering by Sentiment

You can filter responses by sentiment within a question or across your entire survey.

Viewing Individual Responses

To view individual survey responses:

1. Go to the Analyze Results section of your survey.
2. Click the Individual Responses tab toward the top of the page.
3. Use the left and right arrows to browse responses. See additional actions and keyboard shortcuts at the end of this page.

Respondent Metadata

At the top of each individual response, you'll see the following respondent metadata:

Filtering by Respondent Metadata

You can filter your survey results by respondent metadata. When creating the filter, you can use different symbols in the search field to help you find the responses you're looking for.

Additional Actions & Keyboard Shortcuts

When browsing individual responses, you may find some of the following actions and shortcuts handy.

• To skip directly to a specific respondent, click the Respondent # drop-down menu and enter the number.
• Use the All Pages drop-down menu to show All Pages or only one page at a time.
• Edit, Delete, or Export an individual response in the upper-right corner of the grey box with the respondent metadata.
• Hit j on your keyboard to view the previous respondent.
• Hit k on your keyboard to view the next respondent.

Survey Response Statuses

You can find the total number of responses to your survey in your survey's Summary tab. A survey response is one respondent's submission of a survey, whether they completed the survey or only partially completed it.

Responses are recorded in the Analyze Results section of your survey when respondents click the navigation buttons in the survey.

• Responses are recorded when a respondent completes a page of the survey and clicks the Next button to continue to the next page.
• Responses are recorded when a respondent finishes the survey and clicks the Done button.

If a respondent clicks Next or Done and they have not answered a required question or they haven't properly answered a question with validation, they will see an error message—their responses won't be recorded until they answer the question and click Next or Done again and successfully submit the page.

Individual Response Statuses

In the Individual Responses tab of your survey results, each response will have one of the following statuses:

Respondents with complete responses may have skipped required questions in the survey due to logic in your survey design. Additionally, complete responses include respondents who skip questions that were not required.

Tip: While response statuses are not included in exports, you can filter your survey results by response status or completeness to export results by response status.

Tracking Respondents

Before you send your survey, decide if you want to track who’s taken your survey or if you want to keep responses anonymous.

Ways to Track Respondents

Chart Types

Charts and data tables are automatically generated for all closed-ended survey questions.

You can choose one of several chart types for each of your questions and customize the chart and data table for a question.

The chart types available depend on the question type.

Tip: Export your custom charts and use them in presentations, send them via email, or share them anywhere else. Custom charts cannot be exported in CSV or XLS.

Customizing Charts and Data Tables

Charts and data tables are automatically generated for all closed-ended survey questions.

To customize your charts and data tables:

1. Go to the Analyze Results section of your survey.
2. Click Customize at the top of the question.
3. Select an available Chart Type. You can choose one of several chart types for each of your questions. The chart types available depend on the question type.
4. Explore the options under the Display Options, Colors, and Labels tabs, explained in detail below.
5. Check Apply to all to apply changes to all charts and data tables. Some might not update because some options aren't available for certain question types.
6. Click Save.

Tip: Export your custom charts and use them in presentations, send them via email, or share them anywhere else. Custom charts cannot be exported in CSV or XLS.

Display Options

Display options allow you to fine-tune the way your data displays in a chart or data table. The options available depend on both the question type and the chart type.

Colors

To edit chart colors:

1. Click the color block to edit the color. You can choose from the color picker or enter your own hex codes.
2. Drag and drop the color blocks into the order you want reflected in the chart itself. The first color in the row corresponds with the first answer choice in the data table.

Labels

To edit a label, click the question text above the chart or an answer choice in the data table and select Edit this label.

• Editing labels doesn't affect the question text or answer choices in your survey design.
• You can restore the original label by clicking Revert to the right of a label in edit mode.

Because there are no rows to automatically pull labels from, data tables made from single row rating questions use (no label) by default as column headers. You can change this by editing these labels.

Exporting Charts

You can export your custom charts and use them in presentations, send them via email, or share them anywhere else you'd like. Custom charts cannot be exported in CSV or XLS.

You can export an individual chart or export all charts at once:

• To export an individual chart in PNG format, click Save As directly above the question chart and choose Question chart only.
• To export all charts, click Save As at the top of the page, then click Export File. Select All Summary Data. Choose the PDF or PPT format.

You can download the charts to your computer by clicking the export you want from the Exports menu in the left sidebar. Exports are stored here for 14 days.

TIP! You can share your survey results and custom charts via URL. As the survey collects responses, the data in the charts will update.

Sharing Survey Results

There are a few ways to share your survey results, depending on how much access you want to give to other people and how much you'd like to customize your presentation.

Video Overview

Shared Data Pages

You can use shared data pages to share your survey results without giving people access to a survey in their account.

Shared data pages are great if you want to easily share your results with someone. If you want to create a customizable report and add additional context to your results, you can create a results dashboard.

Shared data pages display custom charts as they appear in the Analyze Results section of your survey when you create the link. If you make visual changes to the charts after you create a shared data page, it won't automatically update–you'll need to create a new shared data page.

To create a shared data page:

1. Go to the Analyze Results section of your survey.
2. Click Save As in the upper-right corner.
3. Select Shared data link.
4. Customize the shared data pages's share settings.
5. In the left sidebar, click Shared Data.
6. Click the title of a shared data page to open the page in a new tab.

Customizing a Shared Data Page

You can customize the following information:

Removing SurveyMonkey Branding

You can hide the SurveyMonkey branding at the bottom of your shared data page or use the white label URL.

Commenting on a Shared Data Page

Get feedback or work with others by inviting people to comment on your shared data page.

Sharing a Shared Data Page

You can get a link to your shared data page and share your survey results with anyone. If your survey is still open and collecting responses, the shared data page will update within a few minutes as more people answer your survey.

To share a link to your shared data page:

1. Go to the Analyze Results section of your survey.
2. In the left sidebar, click Shared Data.
3. Find the shared data page you want to share and click to open it in a new tab.
4. Copy the link and share your results anywhere.

Tip: If you're on a team, you can share surveys with others and give them access to the Analyze Results section in their own account.

Limiting Access to a Shared Data Page

You can limit access to your shared data page by adding password protection or turning off sharing.

Results Dashboards

Results Dashboards are a great way to present your survey results. Customize your results, add charts and text, then publish to share your dashboard with anyone.

Building a Dashboard

To create a new dashboard, start by either adding charts from the first 20 supported questions from your survey, or adding charts from individual questions one at a time.

To add charts from the first 20 supported questions:

1. Go to the Analyze Results section of your survey.
2. At the top of the page, click Add to dashboard.
3. Select +New dashboard.
4. Enter a name for your dashboard.
5. Click Create.

To add a chart from an individual question:

1. Go to the Analyze Results section of your survey.
2. Find a question you would like to add to the dashboard, and click the  pin icon
3. Select +New dashboard.
4. Enter a name for your dashboard.
5. Click Create.

Once the dashboard has been created, you can add more charts to your dashboard:

1. Go to the Analyze Results section of your survey.
2. Find the chart you want to add.
3. Click the pin icon.
4. Choose the dashboard you want to add the chart to.

Customizing Your Dashboard

Once you have added charts to your dashboard, you can customize how it looks.

• From the Present Results section, select your dashboard and click Edit.
• Arrange your dashboard by dragging and dropping cards into rows and adding text cards to give your results more context. You can add up to three cards per row, and up to 20 cards per dashboard.
• For questions with open-ended responses, you can click ^••• in the upper-right corner of the card to switch between List View to show all text responses at once, or Slide View to show text responses one at a time.
• To delete a card from your dashboard, hover over the card and click # in the upper-right corner.

Tip: Customize your chart's display options and colors before adding them to a dashboard to make them stand out.

Sharing a Dashboard

When you're ready to share your results with people, publish and share your dashboard. If your survey is still open and collecting responses, the dashboard will update automatically as more people answer your survey.

To publish your dashboard:

1. In the Present Results section of your survey, find the the dashboard you want to share.
2. Click More Options.
3. Select Turn share link ON.
4. Click  View to open the dashboard in another window.
5. Copy the link and share your dashboard anywhere.

Adding Password Protection

You can password protect your dashboard. Anyone you share the link with will need to enter the password to access it.

To password protect your dashboard:

1. In the Present Results section of your survey, select a dashboard.
2. Click View.
3. At the bottom of the dashboard, click ^••• Dashboard Settings.
4. Click the toggle to turn Password protection on.
5. Enter a password.
6. Click Done.

Turn Off Sharing

If you need to limit access to your dashboard after you've shared it, you can turn sharing off. Anyone you've previously shared the dashboard with won't be able to access the dashboard if they visit the link or try to refresh their browser.

To turn off sharing:

1. Go the to the Present Results section of your survey.
2. Find your dashboard and click . More Options.
3. Select Turn share link off.

Managing Your Dashboard

You can manage all of your dashboards from the Present Results section of your survey.