Revision as of 20:33, 23 January 2019

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Attention : Please note that this tutorial uses explanations and screenshots that are applicable to LimeSurvey 3.xx. Small differences exist between LimeSurvey 3.xx and LimeSurvey 2.xx, especially in terms of design.

Click on the following link to access the survey settings wiki section for the version 2.xx.

Introduction

The survey settings menu permits users to edit different survey-related settings. The following survey settings are available by default:

Overview
General settings
Text elements
Data policy settings
Theme options
Presentation
Participant settings
Notifications & data
Publication & access

In the screenshot from above, two buttons are emphasized. They can be used by the users to rearrange the survey settings menu dimensions as they wish. If you wish to rearrange the main survey settings menu, drag the right side of the menu to the left or to the right by clicking on the three-dots button. If you click on the left arrowhead, the menu collapses, getting minimized until the moment in which only a sidemenu with icons is left. To go back to the default view of the survey settings menu, click on the right arrowhead button located above the survey settings menu. Hover the mouse over each option to see what each icon does.

Note: The menu can be changed/edited from the Menu configuration and Menu entries configuration pages. They can be accessed from the LimeSurvey configuration dialog. We recommend the edit of the menus only to advanced users.

The survey menu (located below the survey settings) is described here.

Overview

The overview page offers a general perspective on your survey. It is divided in two parts:

Overview toolbar: The functions from the toolbar allow you to start/stop the survey, check its logic, save & export it, add survey participants, and manually introduce survey participants' data (in the case in which you conduct an offline survey);

Survey summary: It comes with a short set of information about your survey.

For a complete description, check the Overview panel wiki page.

General settings

The general settings of a survey allows the user to edit basic information about the survey such as the survey owner, administrator's email, and the template employed in his survey.

For further details, please continue reading the following wiki page.

Text elements

From the Survey text elements panel, you can edit the title of the survey and its description, welcome and end messages, end URL of your survey, and the format of the decimal mark and date.

For more details, access the Survey text elements section.

Data policy settings

The set of options displayed under this option are related to the security text/policy settings about which your respondents have to be aware of before continuing filling in the survey.

For more details, access our wiki section on data policy settings.

Theme options

This panel is for those users that would like to enhance their templates by using the inheritance function and the bootswatch themes.

For more details, access our wiki section on theme options.

Presentation

You can edit in this panel presentation- and navigation-related settings of your survey. These changes impact how the respondent sees your survey. You can choose to show the number of the questions at the beginning of the survey, a progress bar or the current statistics of the survey once it is completed, and so on.

For a complete description, access the following link.

Participant settings

You can edit from this menu different survey participants table settings. For example, you can choose to anonymize all the responses you get from a survey or allow public survey registration.

For a complete description of the options, access our wiki section on survey participants handling.

Notifications & data

If you would like to save response-related details into the responses tables, access this panel. You can save the referrer URL, IP address, timings, etc. that can help you produce more in-depth analyses. Moreover, LimeSurvey allows you to use the tracking ID from Google Analytics.

For more explanations, read about notifications and data management settings.

Publication & access

This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participants (e.g., CAPTCHA codes can be used to increase the security of your survey). Moreover, you can also set up from here a start/expiry date/time.

For more details on each option, read from our manual about Publication & access.

@@ Line 5: / Line 5: @@
 __TOC__
-=Introduction=
+<!--T:42-->
+{{Alert|title=Attention|text=Please note that this tutorial uses explanations and screenshots that are applicable to LimeSurvey 3.xx. Small differences exist between LimeSurvey 3.xx and LimeSurvey 2.xx, especially in terms of design.}}
+{{Box|Click on the following link to access the survey settings wiki section for the [[Survey settings version 2|version 2.xx]].}}
+=Introduction= <!--T:43-->
+<!--T:44-->
+The survey settings menu permits users to edit different survey-related settings. The following survey settings are available by default:
+<!--T:45-->
 <center>[[File:Settings Menu screen.png]]</center>
+<!--T:46-->
 *[[Survey settings#Overview|Overview]]
 *[[Survey settings#General settings|General settings]]
-*[[Survey settings#Survey texts|Survey texts]]
+*[[Survey settings#Survey texts|Text elements]]
-*[[Survey settings#Template options|Template options]]
+*[[Survey settings#Data policy settings|Data policy settings]]
-*[[Survey settings#Survey participants|Survey participants]]
+*[[Survey settings#Theme options|Theme options]]
 *[[Survey settings#Presentation|Presentation]]
+*[[Survey settings#Participant settings|Participant settings]]
+*[[Survey settings#Notifications & data|Notifications & data]]
 *[[Survey settings#Publication & access|Publication & access]]
-*[[Survey settings#Survey permissions|Survey permissions]]
-*[[Survey settings#Participant tokens|Participant tokens]]
-*[[Survey settings#Survey quotas|Survey quotas]]
-*[[Survey settings#Assessments|Assessments]]
-*[[Survey settings#Data management|Data management]]
-*[[Survey settings#Email templates|Email templates]]
-*[[Survey settings#Panel integration|Panel integration]]
-*[[Survey settings#Resources|Resources]]
-<center>[[File:Small Settings Menu.png]]</center>
-=Overview=
+<!--T:47-->
+In the screenshot from above, two buttons are emphasized. They can be used by the users to rearrange the survey settings menu dimensions as they wish. If you wish to rearrange the main survey settings menu, drag the right side of the menu to the left or to the right by clicking on the '''three-dots''' button. If you click on the '''left arrowhead''', the menu collapses,  getting minimized until the moment in which only a sidemenu with icons is left. To go back to the default view of the survey settings menu, click on the '''right arrowhead''' button located above the survey settings menu. Hover the mouse over each option to see what each icon does.
+<!--T:49-->
+<div class="simplebox">[[File:help.png]] '''Note''': The menu can be changed/edited from the [[Menu configuration]] and [[Menu entries configuration]] pages. They can be accessed from the LimeSurvey configuration dialog. '''We recommend the edit of the menus only to advanced users.'''</div>
+<!--T:101-->
+{{Note|The survey menu (located below the survey settings) is described [[Survey menu|here]].}}
+=Overview= <!--T:50-->
+<!--T:51-->
+The overview page offers a general perspective on your survey. It is divided in two parts:
+*'''Overview toolbar:''' The functions from the toolbar allow you to start/stop the survey, check its logic, save & export it, add survey participants, and manually introduce survey participants' data (in the case in which you conduct an offline survey);
+<!--T:53-->
+*'''Survey summary:''' It comes with a short set of information about your survey.
+<!--T:54-->
+For a complete description, check the [[Overview|Overview panel]] wiki page.
+=General settings= <!--T:55-->
+<!--T:56-->
+The general settings of a survey allows the user to edit basic information about the survey such as the survey owner, administrator's email, and the template employed in his survey.
+<!--T:57-->
+For further details, please continue reading [[General settings|the following wiki]] page.
-The overview page offers a general perspective on your survey. You can manage your survey from the top toolbar (e.g. start, stop, check survey logic), take quick actions (e.g. add a question/group, edit general survey elements and settings), and analyse the survey statistics.
-For further details, check our wiki on the [[Overview]] tab.
+=Text elements= <!--T:58-->
-=General settings=
-The general settings of a survey allows the user to edit basic information about your survey such as the survey owner, administrator's email, the template employed and so on. This option can be also accessed from the [[Overview|Overview]] tab.
+<!--T:59-->
-For more details, please read our wiki on the [[General settings|survey general settings]].
+From the '''Survey text elements''' panel, you can edit the title of the survey and its description, welcome and end messages, end URL of your survey, and the format of the decimal mark and date.
-=Survey texts=
+<!--T:60-->
+For more details, access the [[Text elements|Survey text elements]] section.
-This option offers the possibility to change
+=Data policy settings= <!--T:102-->
-=Template options=
-=Survey participants=
+<!--T:103-->
+The set of options displayed under this option are related to the security text/policy settings about which your respondents have to be aware of before continuing filling in the survey.
-On many occasions you will want to invite a group of people to participate in your survey, keep track of who has completed the survey, and ensure that each person can only participate once.
+<!--T:104-->
+For more details, access our wiki section on [[Data policy settings|data policy settings]].
-=Presentation=
-=Publication & access=
+=Theme options= <!--T:61-->
-=Survey permissions=
-=Participant tokens=
+<!--T:62-->
+This panel is for those users that would like to enhance their templates by using the inheritance function and the bootswatch themes.
-=Survey quotas=
+<!--T:63-->
+For more details, access our wiki section on [[Theme options|theme options]].
-A quota is used to set a limit on responses from defined groups of people on an active survey. Some common attributes used in defining quotas are things like gender, age, race, province/state.  A quota can be added, edited or deleted by opening the quota window.
-=Assessments=
+=Presentation= <!--T:67-->
-LimeSurvey has the ability to create "assessments" on your survey - even for multilingual surveys. Assessments are rules which evaluate the responses to a survey immediately after it is submitted, and then display text blocks to the participant based on that evaluation.
+<!--T:68-->
+You can edit in this panel presentation- and navigation-related settings of your survey. These changes impact how the respondent sees your survey. You can choose to show the number of the questions at the beginning of the survey, a progress bar or the current statistics of the survey once it is completed, and so on.
+<!--T:69-->
+For a complete description, access the following [[Presentation|link]].
-=Data management=
+=Participant settings= <!--T:76-->
-=Email templates=
+<!--T:77-->
+You can edit from this menu different survey participants table settings. For example, you can choose to anonymize all the responses you get from a survey or allow public survey registration.
-In the email template , you can use some specific keywords to use token information (see [[Survey participants#Email placeholders|emails placeholders] to get the complete list of placeholders).
+<!--T:78-->
+For a complete description of the options, access our wiki section on [[Participant settings|survey participants handling]].
-=Panel integration=
-On this tab you can set which additional URL parameters will be accepted by your survey (these parameters would be attached to the general survey start URL).
+=Notifications & data= <!--T:85-->
-For further details, see [[Panel integration|Panel integration]]
-=Resources=
-<!--T:22-->
+<!--T:86-->
-This tab lets you manage files (pictures, media files) that were uploaded in the HTML Editor and it is only visible if you edit a survey - not during survey creation.
+If you would like to save response-related details into the responses tables, access this panel. You can save the referrer URL, IP address, timings, etc. that can help you produce more in-depth analyses. Moreover, LimeSurvey allows you to use the tracking ID from Google Analytics.
-For further details, check our wiki on [[Resources|how to use external resources]] in your survey.
+<!--T:87-->
+For more explanations, read about [[Notifications & data|notifications and data management settings]].
+=Publication & access= <!--T:70-->
+<!--T:71-->
+This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participants (e.g., CAPTCHA codes can be used to increase the security of your survey). Moreover, you can also set up from here a start/expiry date/time.
+<!--T:72-->
+For more details on each option, read from our manual about [[Publication & access|Publication & access]].
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Survey settings: Difference between revisions

From LimeSurvey Manual