Managing Surveys

BoundaryAI provides a structured approach to managing both individual surveys and survey series, allowing you to organize, filter, and delete surveys efficiently.

BoundaryAI structures all surveys within a Feedback Groups. When creating a new survey, you have two options:

1. Create the survey within a specific Feedback Groups – The survey will be grouped within that series, allowing for tracking, comparisons, and long-term analysis.

2. Create the survey without assigning it to a Feedback Groups – The survey will automatically be placed in the “ Surveys” dashboard. In this case, it will not be linked to other feedback groups for tracking or comparative analysis.

This means that every survey is always part of a series—either a custom one you create or the default “Individual Surveys” series.

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Navigating the Surveys Section

The Surveys section provides a complete list of all surveys, allowing you to filter and sort them for easier management.

Filtering Surveys by Status

Surveys are categorized into three sections:

• Pending: Surveys that are created but not yet launched.

• Published: Surveys that are live and actively collecting responses.

• Closed: Surveys that are completed and no longer accepting responses.

You can toggle between these tabs to quickly find the surveys based on their current status.

Sorting Surveys Alphabetically

• Surveys can be sorted alphabetically by clicking the arrow icon next to the Survey Title column.

• This helps in organizing large numbers of surveys and quickly locating specific ones.

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Best Practices for Managing Surveys and Survey Series

• Use Feedback Groups to track long-term trends – Avoid leaving surveys in “ Surveys” if tracking is needed.

• Filter by status to streamline your workflow – Use Pending, Published, and Closed tabs to navigate surveys efficiently.

• Sort surveys alphabetically – Helps manage large numbers of surveys more effectively.

• Delete unnecessary surveys and series – Keeping your workspace clean improves organization and efficiency.

By properly structuring and managing surveys within Feedback Group, you can maintain an organized, efficient, and data-driven survey workflow in BoundaryAI.