Survey settings

  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. That is why we always recommend the usage of the last Limesurvey version.

To access the survey settings wiki for the early versions of LimeSurvey (e.g. 2.5X, 2.6X, 2.7X).

Introduction

The survey settings menu permits users to customize and enhance their surveys. By default, the following options are available:

• Overview
• General settings
• Survey texts
• Template options
• Survey participants
• Presentation
• Publication & access
• Survey permissions
• Participant tokens
• Survey quotas
• Assessments
• Data management
• Email templates
• Panel integration
• Resources

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 collapse, getting minimized until the moment in which only a sidemenu is left. To go back to the default view of the survey settings menu, click on the right arrowhead button.

Hover the mouse over each option to see what each icon does.

In order to change these two menus, access the menu configuration and menu entries configuration panels which are located

Overview

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

• Overview toolbar: The functions you may find on 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 quick actions: There are four boxes that allow to quickly add questions and question groups, edit text elements and general settings, and see the statistics of the survey. The format option (situated over the boxes) allows you to select the way in which the questions will be displayed to the survey participants;
• Survey summary: It comes with a short set of information about your survey.

For a complete description of the three parts, check our wiki on the Overview|Overview panel]].

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.

Survey texts

From the Survey texts 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 our Survey texts wiki.

Template options

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

For more details, access our wiki on template options.

Survey participants

You may want to invite only a specific group of people to participate in your survey to better keep track of who has completed the survey and who hasn't and ensure that each person can only participate once. To do this, click on Survey participants and start to add only those persons that you wish to answer to your survey.

For a more in-depth presentation of this functionality, access this Survey participants wiki.

Presentation

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

For a complete description, access the Presentation wiki.

Publication & access

This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participant (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 our wiki on Publication & access.

Survey permissions

In some cases, the administrator might not want to give to a user (e.g. a translator) global permissions with which he can have access to more than one survey. That is why the survey permissions panel was created - to facilitate the allocation of permissions to different users without the need of using the global system of permissions. If you want to read more about global permissions and survey permissions, access the following wiki.

For more details on survey permissions and their usage, access the following link.

Participant tokens

You can edit from this menu tokens-related 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 on tokens.

Survey quotas

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 by clicking on the Add new quota button located in the right part of the window.

For further details, access the wiki on quotas and their usage.

Assessments

LimeSurvey contains a future that allows survey "assessments" creation - even for multilingual surveys. Assessments are rules which evaluate the responses to a survey immediately after it is submitted, displaying text blocks to the survey participant (based on that evaluation).

For further details on its usage, check our wiki about it.

Data management

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 tracking ID from Google Analytics.

For more explanations, read our wiki on Notifications and data management settings.

Email templates

In the email templates are used to quickly send personalized invitations, reminders, confirmations and registrations emails to your survey participants (that are in the tokens table). You can also edit the standard basic (or detailed) admin notifications that is send to the survey administrator.

Access our wiki on Email templates for more information.

Panel integration

You can set from this tab which additional URL parameters will be accepted by your survey (these parameters would be attached to the start URL of the survey). For further details, see panel integration wiki.

Resources

This panel lets you manage files (pictures and media files) that were uploaded in the HTML Editor and it is only visible if you edit a survey - not during the survey creation process.

For further details, check our wiki on how to use external resources in your survey.