Edit a custom questionnaire

Learn how to edit a custom questionnaire. Update the name, audience, how often the questionnaire is presented, and the questions. You need the Administrator user role to access these settings. 

Update any of the details or questions in your questionnaire. If the questionnaire already has submissions, the questionnaire will automatically be cloned as a new version. You'll need to publish the questionnaire once you've made your changes. 

If you have a trigger set up based on the questionnaire, your trigger will be automatically updated and linked to the new questionnaire. However, if you add a new question or answer option, you may need to update the trigger rules

To edit a questionnaire: 

  1. Go to Tools > Locations.
  2. Click View next to your location.
  3. Select Questionnaire Manager from the left-hand menu.
  4. Select the Custom Questionnaires tab.
  5. Click Manage next to the questionnaire, then click Continue.

    Questionnaire-Manage.png
  6. To update the questionnaire name, audience, or frequency, click Update Questionnaire Details. Update the details, then click Save

    Update-Questionnaire-Details.png
  7. To update an existing question, click Edit next to the question. Update the details, then click Save and Close

    Custom-Questionnaire-Question.png
  8. To add a new question, click Add Question
  9. Select the Not Published status.
  10. Click Publish Questionnaire, then click Confirm.

    Custom-Questionnaire-Publish.png
  11. (Optional) Check your trigger to make sure the rules are set up correctly. 
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