Left menu

The left-hand menu has been redesigned to provide more workspace within the platform. By default, the menu is displayed in a compact view, showing only the icons of the different menu items. This leaves more room to work efficiently within the platform.

Would you like to see the names of the menu items? You can easily expand the menu. Alternatively, you can hover your mouse over an icon. A tooltip will appear showing the name of the menu item and its associated options, allowing you to navigate quickly without expanding the menu.

Main menu

The main menu consists of the following sections:

Management

Within Management, you can manage the general components of the platform, such as creating surveys, templates, the Layout Manager, and the Media Manager.

• Home – Go to the platform's home page.
• Create Survey – Create a new survey.
• Templates – Manage and use survey templates.
• Layout Manager – Manage the appearance and styling of your surveys.
• Media Manager – Upload and manage images, videos, and other media files.
• Updates – View the latest product updates.

Download Center

The Download Center allows you to import, export, and download data.

• Download Center – Download survey results.
• Tables – Create and download reports.
• Import Surveys – Import previously exported surveys.
• Export/Import Texts – Export or import survey texts.

Overviews

Within Overviews, you can find lists of participants who have unsubscribed or whose emails could not be delivered.

• Unsubscribers – View participants who have unsubscribed.
• Bouncers – View email addresses for which delivery has failed.

Menu items within a survey

When you open or create a survey, additional menu items become available.

Survey

Manage the general settings of your survey.

• Survey – General information about the survey.
• Conversational Survey – Conduct your survey as a chat conversation.
• Settings – Configure the survey settings.
• Scoring – Configure scoring for survey questions.
• Multilingual – Add languages and manage translations.

Questions

Manage the complete questionnaire.

• Questionnaire Overview – View the structure of the questionnaire.
• Insert – Add questions and pages.
• Copy – Copy existing questions or pages.
• Delete – Delete questions or pages.
• Randomize Pages – Display pages in a random order.
• Standard Answers – Manage standard answer options.
• Variables – Create and manage variables.

Participants

Manage the participants of the survey.

• Participants – View and manage participants.
• Import – Import participants.
• Communication – Send invitations and reminder emails.

Download Center

Within an open survey, you can also use the Download Center.

• Download Center – Download the results of the current survey.
• Tables – Create reports.
• Import Surveys – Import or export surveys to or from other management accounts.
• Export/Import Texts – Export or import survey texts.

Results

Analyse the collected survey data.

• Results – View the survey results.
• Response – Gain insight into the survey response.
• Completion Time & Drop-offs – Analyse how long respondents take to complete the survey and where they drop out.