Before launching your survey, it is paramount that you test, test, test your survey from beginning to end.
You want to make sure that all aspects of your survey (branching, page display logic, piping, extractions, etc.) are set up correctly and that you have added all necessary questions and answer options to your survey. As long as the survey is still in the status “in development”, all editing options remain available so you can make all the necessary changes.
No results will be recorded while you test your survey, so you can repeat the tests as often as you like. It won’t have any influence on your reports.
There are several ways to test a survey. The approach will depend on the goal of your tests as well as who is testing.
When you want to test your survey yourself, you can test your survey from beginning to end; test only a few pages within your survey; and test your survey pretending to be a contact.
Someone with no access to the CheckMarket survey tool, such as a colleague or client, can also test your survey. In this case, you can send the URL of the preview version; send a preview invitation; and test your survey pretending to be a contact.
With your survey open, click Preview in the top right corner of the page. The preview will always start at the very beginning of your survey.
You can test just specific pages within your survey. This is useful when you have a long survey and you only want to check one or two pages on which you have made adjustments. To do this, complete the following steps:
If you have branching or page display logic set up and your conditions are based on respondent fields, you can fill out your survey pretending to be that contact. This way, you will immediately know whether your conditions and logic are set up correctly.
Before proceeding with these steps, make sure you have added contacts to your survey that match the conditions added to your logic. As long as your survey isn’t live, contacts won’t receive an invitation.