Skip to content
English
  • There are no suggestions because the search field is empty.

How to Edit a V2 Survey on Startup Space?

This guide walks you through how to edit a V2 survey and make necessary updates while preserving existing data.

  1. Navigate to the My Community drop-down menu, then select Surveys V2.

  2. Locate the survey you wish to update, click on its Actions drop-down menu, and choose Edit.

  3. At the top of the page, you can customize certain settings, such as adding email addresses to notify specific individuals when the survey is completed. Customize the email sent to respondents: use the default email, or choose not to send one at all.

  4. Scroll down to edit the survey content. You can modify the title, description, or even add a logo.

  5. Click on each question card to reveal details like the type of question, whether it is required, and other customization options.

  6. Some questions are mapped to the CRM, allowing you to track specific data points.

  7. To add a new question, click the card above where you want the question, select the question type, and map it to the CRM by selecting the CRM Field Mapping drop-down.

  8. To change a question to a drop-down, select the question type, choose Dropdown, and map it to the CRM via the Choice Options tab.

  9. Once all changes are made, click Save Survey.

    Important: Editing or removing questions with existing user responses will erase those answers. Download an Excel spreadsheet of the response history before making updates.

Watch the tutorial video here: Editing a Survey