Previewing & Testing Surveys

Before sending a survey, try it out in the Preview & Score section first to make sure everything's working as expected. There are some restrictions when editing a live survey, so it's helpful to uncover any issues in your survey design before you send it out.

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Previewing Your Survey

The Preview & Score section lets you test everything you've added to your survey from the Design Survey page.

Previewing Your Survey Design

To preview your survey design:

  1. Go to the Preview & Score section of your survey.
  2. Use the live survey preview to test your survey and view your survey design.
  3. Check that any features like answer validation or required questions that you may have in your survey design are functioning properly.
  4. Toggle between Desktop, Tablet, and Phone in the bottom-left corner to preview the survey on different devices. We suggest going through the entire survey in each mode.

Previewing Your Survey Logic

If you've added any logic features to your survey, use the Preview Logic feature to quickly test all the logic applied to your survey, and make sure everything behaves as expected.

As you select answer choices and test different survey paths, the sidebar highlights your selected pathway with green badges. Green badges show where certain answer choices will route your survey-takers, while grey badges represent future or unselected choices.

If you need to get your bearings, you can hover over page numbers and question numbers to see the associated text.

TIP! If you've applied Advanced Piping or Advanced Branching logic based on Custom Data or Custom Variables, you can't test this functionality from Preview Logic. See Testing Advanced Piping or Testing Advanced Branching for details.


Creating a Test Collector

Since the survey preview doesn't account for collector options, creating a test collector gives you a more comprehensive understanding of the entire survey experience from start to finish.

In addition to taking the survey itself, test collectors allow you record test responses and view them in the Analyze Results section, so you can see how your data will be displayed before you send out the survey and make any adjustments to the design as needed.

To create a test collector:

  1. Create a Web Link for the survey. This creates a URL for you to take the survey.
  2. Click W in the upper-left corner of the collector and rename it "Test Collector" so you don't confuse it with your real collectors.
  3. From the collector options, turn on Multiple Responses. This will allow you to test the survey more than once.
  4. Choose your remaining collector options.
  5. Copy the URL you in step one and paste it in your browser's address bar.
  6. Take the survey.
  7. See how the results display in the Analyze Results section of the survey.
  8. Make edits to the survey design or collector options, as needed.
  9. Clear the responses from the collector once you're done testing so they don't interfere with your survey results.
TIP! If you're using Email Invitation or Text Message collectors, you can send a test email or test text to preview how your message appears in your email client or mobile text app.


Commenting & Getting Feedback

Commenting on a Survey

You can invite people to comment on your survey design in preview mode. This way you can collaborate in SurveyMonkey, instead of sending feedback back-and-forth via email.

Scoring Your Survey

SurveyMonkey Genius scores your survey and gives you personalized recommendations for making improvements before you send it out to get responses.

Sharing a Survey Preview

To share a survey preview in popular collaboration apps, click Invite. You can post a survey preview to a Slack channel, or save it to your Microsoft OneDrive or GoogleDrive.

Go to the Preview & Score section to make sure the flow and settings are working as expected. You may also want to create a collector to try out the entire survey experience as a respondent would.

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