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.
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Navigate to the My Community drop-down menu, then select Surveys V2.
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Locate the survey you wish to update, click on its Actions drop-down menu, and choose Edit.
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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.
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Scroll down to edit the survey content. You can modify the title, description, or even add a logo.
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Click on each question card to reveal details like the type of question, whether it is required, and other customization options.
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Some questions are mapped to the CRM, allowing you to track specific data points.
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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.
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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.
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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