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.

Survey setting for 2.5X version.

Introduction

The survey settings menu allow users to customize their surveys and enhance its complexity. 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

Overview

The overview page offers a general perspective on 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, manually introduce survey participants' data (in the case in which you conduct an offline survey), and much more;

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• Survey quick actions: 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 allows you to choose the way in which the questions will be displayed to the survey participants;

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• Survey summary: a short set of information about your survey.

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For a complete description of the three parts, check our Overview wiki.

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, the template employed and so on.

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For more details, please read our wiki on the survey general settings.

Survey texts

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

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For further details, access our wiki on Survey texts.

Template options

Survey participants

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. To make this happen, click on Survey participants and start to add only those person that you wish to answer to your survey. It is also us

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Presentation

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Publication & access

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Survey permissions

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Participant tokens

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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, edited or deleted by opening the quota window.

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Assessments

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.

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Data management

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Email templates

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).

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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). For further details, see Panel integration

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Resources

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.

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