For the complete documentation index, see llms.txt. This page is also available as Markdown.

Details and Settings

Survey details and settings control how your survey behaves, including when it closes, how many times someone can respond, and how it looks to respondents.

You can update the name, description, and tags for your survey at any time by going to Edit Survey Details and Settings. The survey URL is also visible here and on the Survey Dashboard.

Close Settings

Date sets a date after which the survey will automatically close. Anyone trying to access it after this date will see the Inactive page.

Responses closes the survey once a set number of responses has been reached. Anyone currently completing the survey when the limit is reached will still be able to finish.


Response Limits

Allow multiple responses is the default. Respondents can complete the survey as many times as they like.

Only allow one response uses cookies for anonymous respondents and personalised links for contacts arriving via UbiQuity Mail to prevent duplicate responses. Note that on a shared computer, this setting may prevent new respondents from completing the survey.

Allow further responses after a period of time works like the one response limit but reopens the survey to the same respondent after a set period. This is useful for pulse surveys or recurring NPS programmes.


Save and Resume

Allows respondents to leave the survey and come back to it later without losing their progress. For anonymous respondents this uses a cookie. For contacts arriving via a UbiQuity email it uses their personalised link.

If you expect respondents to be on public computers and entering sensitive information, save and resume is not recommended.


Survey Access

Accessible to anyone with the link is the default open access setting.

Restrict access to allowed IP addresses limits access to the IP addresses configured for your UbiQuity account. Contact UbiQuity to manage this list.

Restrict access to a custom IP address whitelist lets you specify your own list of permitted IP addresses.

Restrict to database contacts only means anonymous links will show the Inactive page. Only personalised links from UbiQuity mailouts will work.


Numbering and Layout Options

You can configure how questions and pages are numbered, including dynamic numbering that keeps numbers sequential even when logic skips pages, and consecutive numbering across pages.

Layout options include showing or hiding a progress bar, enabling or disabling the back button, and showing or hiding asterisks on mandatory questions.

Last updated

Was this helpful?