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Testing/Editing Active Surveys

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About Testing/Editing Active Surveys

Once you’ve created your survey, you’ll want to test it to be sure it looks and behaves exactly how you need. Similarly, if you need to make changes after you’ve launched your survey and started collecting results, it’s important to understand what types of changes are acceptable and what types might not be best for your data collection. This page outlines your options for testing your survey and for editing an active survey.

Testing an Active Survey

Once your survey is active, you can test it through the preview survey link, anonymous link, and personal links. However, we recommend testing through the preview survey link as these test responses will not count toward your account’s total response limit.

Qtip: If you want to see how your dataset or reports will look before sending out your survey, you can also generate dummy data in the tools menu of the Survey tab. These test responses will not count toward your account’s response limit.

Testing with the Preview Link

The preview link lets you see the survey as your respondents would. You can also submit preview responses this way and see what your data will look like on the backend. Any responses you submit this way will not count toward your response limit and will be flagged in the results for easy identification and deletion.

image of the Preview button in the survey tab

To preview your survey, click the Preview button in the Survey tab. From there, you can then click through the survey yourself, or copy and paste the URL to send to your testers.

The survey preview URL

You can also get the preview survey link to your testers via the email distribution options within Qualtrics. Just select Send Preview Email instead of the Send button. For more information on this visit our Email Survey Invitations page.

Testing with the Test Survey Responses

It is possible to generate test data for your survey. This data does not count towards your auditable responses. This method is best if you need to generate a lot of data to preview your reports and exported data, but don’t want to fill out the survey over and over again.

Testing with the Anonymous Link

Warning: This method of testing counts towards your account’s response limit. Proceed with caution!

If you decide to use the actual anonymous link for testing, go to your Distributions tab and and select the Get a single reusable link option.

When testing with this link, you might experience some of this behavior:

  • When I click on the link, it takes me to the middle of the survey. By default, the survey has Allow respondents to finish later enabled in your survey options. This option means that if you close the survey without finishing, the next time you click on the link, you will be taken to where you left off previously.
  • I just edited my survey but the changes do not show when I’m testing. The first time you click on the survey link, survey settings are locked into place. To see any new changes, you can clear your browser cache or open the link in a different browser.

Testing With Individual Links

Warning: This method of testing counts towards your account’s response limit. Proceed with caution!

If you need to test that your survey is retrieving information from a contact list, you can add yourself as a contact and email an individual link to yourself. Be sure to include all the same information for yourself as your other contacts have.

Editing an Active Survey

You can still make changes to your survey even after it’s activated, but you’ll want to be cautious about making changes if you have already collected real data. Certain survey alterations can invalidate or delete parts of your already collected survey data. This section will describe which changes will delete data, and which changes will not delete data.

What will respondents see if I make changes?

Changes will only be presented to respondents after you click the Publish button. Then, only respondents who didn’t start the survey until after you published will see new changes you’ve made to the survey.

If you want respondents who started before you published to experience the changes, then they will need to start their survey over.

  • If you distributed the survey through email or personal links, send them a new individual link.
  • If you distributed the survey through the anonymous link, ask them to clear their browser cache, open an incognito window, or try to take the survey in a different browser.

Qtip: If you have a publishing status of Changes Live, or know you activated your survey before publishing existed, your changes will go live before you publish! However, only respondents who start the survey after you’ve made changes will see them.

If you click Publish, all changes made from that point on will not go live until published. This is the standard for surveys with publishing.

What kinds of changes are OK?

The following edits will not delete previously gathered survey data:

  • Superficial text edits (e.g., fixing a typo or changing the font).
  • Adding questions anywhere in the survey.
  • Adding choices to the end of a list of choices.
    Warning: An exception to this statement is the drill down question (all other question types can be updated according to this statement). A limitation of this question type is that you cannot update the answer choices after you have collected responses without invalidating the previously collected data. (“Collected data” includes preview and test responses.) Two possible workarounds include creating a copy of the survey before you update the answer choices to avoid invalidating any data, or creating a new drill down question with the updated answer choices and using display logic to hide the previous question.
  • Rearranging the order of questions or of blocks in the survey flow.
  • Editing, adding, and removing recode values.
  • Editing, adding, and removing scoring.
  • Adding and removing branch logic, display logic, and skip logic.
  • Edits to the look and feel.
  • Adding NEW embedded data or embedded data from the contact list to the survey flow.
    Qtip: Unless this is embedded data from the contact list, embedded data will NOT be added to completed respondents retroactively. It will only be added to new respondents going forward.

What kinds of changes are NOT OK?

The following edits will delete or alter previously gathered survey data:

  • Changing the question type.
  • Modifying the response requirements or validation of a question.
  • Rearranging answer choices with Copy & Paste (use Move Up and Move Down in the choice menu instead).
    Dropdown arrow next to a question choice reveals menu
  • Deleting questions or answer options (deleting a question or answer also deletes all response data associated with that question or answer).
  • Adding or removing loop and merge.

We recommend never deleting questions or answer choice options. Instead, we recommend hiding unwanted questions and answer options with display logic or undisplayed items in advanced randomization, which will preserve the already collected data.

Qtip: If you accidentally made some unfavorable edits to your survey, you may be able to undo them or restore a previous version of your survey. See our Saving and Restoring support page for more details.

FAQs