Advanced Survey Designer Home Tab

The Home tab in advanced surveys gives you access to basic editing functions, survey components, and attributes that impact the entire survey.

From the Advanced Survey Designer Home tab, you can specify certain survey options to customize your questionnaire. You can set the font attributes and choose how to notify customers of their progress through your survey. You can also specify how the system identifies contacts. See Set Survey Options in Advanced Mode.

Advanced Survey Designer Home Tab

Group/Button	Description
Elements	The buttons in this group let you add survey components to your flow diagram. For a description of available components, see Design an Advanced Survey Flow Diagram. Tip: Components can also be accessed from the toolbox.
Survey Tasks	The buttons in this group provide options to change the overall appearance of the survey.
Survey Options	Click this button to access settings for default font formatting, question numbering, and user identification.
Apply Template	Click this button to select or clear a survey template. See Apply a Survey Template.
Switch to Basic Mode	Caution: Switching to Basic mode cannot be undone and any changes made in advanced mode are lost. Click this button to switch the survey to Basic mode.
Validate	Click this button to check the survey workflow for errors. See Survey Validation.
Clipboard	The buttons in this group provide access to basic editing commands when working with components on the canvas.
Paste	Click this button to paste the contents of the clipboard.
Cut	Click this button to cut selected components from the canvas to the clipboard.
Copy	Click this button to copy selected components from the canvas to the clipboard.
Delete	Click this button to delete selected components from the canvas.