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Step 7: Overview & Publish

AskYourTeam Help CentreCreating & managing surveysCreating surveys

Step 7: Overview & Publish

This is the last step of the create survey process. It checks that your survey meets our minimum survey requirements and is ready to publish.

Your survey must have:

  • a name

  • a valid start and end dates

  • at least one participant (unless the survey is using a public or kiosk link)

  • at least one question

  • text in the invitation fields.

If your survey doesn't meet these minimum requirements, you won't be able to publish it. Any requirements you're missing will have the button Let's fix it beside it. Select this button to return to the step and resolve the issue.

If your survey meets minimum requirements, each requirement will have a green tick.

Preview your survey

Make sure everything looks and works the way you expect. Are there any typos? If you're using branching logic, does it move the user to the right question?

To preview your survey: Select Manage Previewers and then Preview now.

To send a preview to someone else: Search for their name and select Send. If the person you send the preview to completes the survey and wants to view it again, you'll need to remove them from the preview list and re-add them.

You can only send previews to users in your AskYourTeam account or survey participants.

Publish your survey

If everything looks good, select Publish survey.

Survey invitations will not be sent to participants until:

  • the survey start date/time is met, or

  • the required period of time has passed (Onboarding, Offboarding and Leadership Effectiveness surveys only).

Not ready to publish or schedule your survey? Save it as a draft and publish it later. Survey invitations will not be sent to participants when the survey is in a draft state, even if the start date passes.

Running a Leadership Effectiveness 360 survey?

You can publish your survey without adding any leaders. This is useful if you want to prepare the survey now and then add your leaders and participants later.

If you've already added leaders, make sure each one has a start and end date. You will not be able to publish your survey without this information,

Remember, publishing the overall survey will not override the leader's survey start dates. Each leader survey only becomes active when their individual start date is met.

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