Survey Settings

Survey Settings

Survey Settings

Overview

Survey Settings allow users to configure how respondents interact with a survey, manage survey access, and control response collection behavior. These settings help create a more secure, user-friendly, and controlled survey experience.

Using Survey Settings, users can manage features such as survey expiration, password protection, response throttling, submission controls, and survey accessibility. These configurations help improve response quality while ensuring surveys are shared and accessed appropriately.

Survey settings are divided into four main sections:

  • Survey Settings
  • Set Throttling
  • Survey Submission
  • Survey Access

When to use it:
Use Survey Settings when you want to customize respondent experience, secure survey access, or manage how responses are collected.

IdeaConfigure survey settings before launching campaigns to ensure a smooth respondent experience.

Key Use Cases

  • Control how respondents interact with surveys
  • Prevent surveys from being over-shared
  • Restrict survey access when required
  • Manage survey response limits and duration
  • Improve survey completion experience

How to Use Survey Settings

How to Access Survey Settings

  1. Open the Survey Builder
  2. Click Survey Settings

Survey Settings

These settings determine the overall experience respondents have while taking the survey.

Users can configure:

  • Disable Back Button
  • Hide Question Numbers
  • Section Rotation
  • Show Progress Bar
  • Make all Questions Mandatory

Disabling the back button prevents respondents from revisiting previous questions. Hiding question numbers creates a cleaner and distraction-free survey experience, especially useful in conversational surveys or logic-based flows.

Section Rotation helps reduce order bias by rotating sections across respondents, resulting in more balanced responses and improved data quality.

The progress bar displays survey completion progress, helping respondents understand survey length and reducing drop-offs.

Making all questions mandatory will mark all current and future questions as mandatory. Template-required questions (e.g., NPS in an NPS template) are not affected.
NotesIf the survey is already live, publish changes after updating settings.

Set Throttling

Throttling helps prevent surveys from being over-shared within a short period of time. This improves customer experience and reduces the chances of surveys being treated as spam.


The platform supports:
  • Global Throttling
  • Group-level Throttling
  • Survey-level Throttling

Global Throttling

Global Throttling controls the overall number of responses collected within a defined time period.

This helps prevent sudden spikes in responses and ensures balanced data collection, especially for large-scale surveys.

Group-level Throttling

Group-level Throttling manages response collection across surveys grouped together.

It ensures responses are distributed evenly across surveys and prevents any one survey from over-collecting responses.

Survey-level Throttling

Survey-level Throttling limits the number of responses collected for an individual survey within a specific time period.

This is especially useful when multiple teams or departments are running surveys simultaneously and response overlap needs to be avoided.

InfoThrottling works for new or active campaigns and does not affect scheduled reminders.

Survey Submission Settings

These settings determine what respondents are allowed to do while submitting responses.


Users can configure:
  • Allow Partial Submission
  • Allow Multiple Submissions per Respondent

Allow Partial Submission

By default, respondents cannot submit incomplete surveys. Enabling this option allows partially answered surveys to be submitted.

This helps organizations capture important responses even if respondents do not complete the full survey. For example, teams can still analyze NPS scores even when open-ended feedback is missing.

Allow Multiple Submissions per Respondent

This setting controls whether respondents can submit multiple responses using the same anonymous survey link.

When disabled, respondents can submit the survey only once using that link.

WarningRestricting multiple submissions may prevent repeat participation from the same respondent.

Survey Access

Survey Access settings control how secure and restricted the survey should be.

Users can configure:

  • Password Protection
  • Open Access
  • Invitation-only Access
  • Response Limits
  • Survey Expiration
  • Custom Expiration Messages


Password Protected Surveys

Password Protection allows confidential surveys to be secured using a custom password.

Respondents must enter the password before accessing the survey.

This is useful for internal or restricted surveys.

Allow Open Access

Open Access allows anyone with the survey link to access and attempt the survey without authentication.

This is ideal for public surveys or large audience outreach.

By Invitation Only

Invitation-only access restricts participation to invited respondents only.

Only users who receive the survey invitation email can respond. Anonymous links and social sharing are disabled in this mode.

This helps maintain a controlled audience and improves response authenticity.

Users can customize the message displayed when respondents revisit a survey link that has already been completed.

This helps create a clearer and more guided respondent experience.

Limit Total Number of Responses

This setting allows users to define the maximum number of responses the survey can collect.

Once the limit is reached, no further responses are accepted.

This is useful for quota-based or controlled sample surveys.

Survey Expiration

Survey Expiration allows surveys to remain active only for a specified duration. Users can configure start and end dates to control survey availability.

Once the survey expires, respondents can no longer submit responses.

Custom Survey Expiration Message

Users can customize the message shown when respondents try to access an expired survey link.

Instead of displaying a default error page, a custom message provides better communication and user experience.

Idea
Use expiration messages to redirect respondents or share additional information after survey closure.

Survey Send Limit

Survey Send Limit helps control how many surveys can be distributed within a specific time period. This prevents excessive survey distribution and helps avoid overwhelming respondents with repeated survey requests.


Users can define:
  • The maximum number of surveys that can be sent
  • The time duration for the limit
  • The channels where the limit should apply

For example, users can configure a limit such as:

  • 100 surveys in 1 day
  • Apply the limit to all channels or selected channels only

This feature is especially useful for managing outreach frequency, preventing survey fatigue, and maintaining a better respondent experience.

Info
Survey Send Limit works at the distribution level and helps regulate survey-sharing activity across selected channels.
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