ENGAGE HELP CENTER
Surveys
This guide is aimed to help you create a new survey and utilize the available options.
Once you have set up at least one study project, you can add surveys that contain multiple data entry forms. They will help you to collect necessary data from your patients in a dynamic manner.
To review and edit all the surveys in the study, in the Summary section click the Read More button on the relevant study card.
Create or edit survey
In the upper right corner of the Surveys page you can add surveys by clicking on the New Survey. Or edit your study by clicking on the three dots and the Edit button on the survey card.
Add the name of your survey and use the toolbox on the right, to:
- Add data input forms, choose preferred question types e.g. Radiogroup, Matrix, and others;
- To structurize your questions you can separate those into pages, give them names to guide participant through the survey flow;
- Add visuals, languages, question logic, validation;
- Use the Translation tab to translate your survey questions to the languages selected for your organization;
- Use the JSON Editor tab to work with the survey in JSON if this option is better for you;
- Use the Test Survey tab to make sure your survey looks and works well;
- Utilize many other useful options.
Once you have completed your survey, use the slider next to the Save button to publish the survey. Click on the button Save to create your survey in the study.
The survey will not be seen by the participants until it has been published.

Unpublished surveys can be seen on the study page as drafts. Drafts and published surveys can be edited at any time.
Unpublish survey
Once you have completed gathering information from your participants you can unpublish your survey - the participant would not be able to fill the survey anymore, but they can review their answers on the My Participation page.
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