Manage & Edit a Survey

Manage & Edit a Survey

In this article, we will show how to manage and edit a survey within a data capture to prepare it for launch.

How to Manage and Edit a Survey

First, log in to your PARTNER CPRM account and open your ecosystem.

1. Within your ecosystem, click "Captures" in the navigation menu on the left.

2. Click a capture to open the overview page.

3. Within the Data Capture navigation menu on the top-right of the page, click "Questions" to open the survey

4. The page that opens will display your survey with all the questions you added to your data capture. You have several options for managing and editing your survey before you launch it:

5. To Edit participant verification, consent language, or survey instructions: Click the small edit icon next to each section to make changes and click 'save' when finished.

6. To Re-order questions: Click the button that says "re-order questions" and click and drag the small icon with four dots next to a question, block, or page to re-order it, and click 'save' when finished.

7. To Edit respondent profile options: Scroll to the bottom and select if you want survey respondents to view a profile with their answers. Add optional logic to show profiles to members based on their attributes. To edit your respondent profiles, return to your ecosystem and click "Member Profiles" under Reports.

8. To see what your survey will look like for respondents or to print it out and share a paper copy, click "Print View" at the top left of the page.

Your survey changes save in real-time as you make them, so whenever you are finished you can return to your overview page to continue your next steps.

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