Overview and concepts
Discover the Survey module, its enterprise prerequisites and the structuring concepts (internal/external survey, response model, Designer and Viewer)
Navigation and prior setup
Navigate the Survey module and perform the prior setup (application activation, email template, targeting lists, categories)
Create and configure a survey
Create a survey, design the questionnaire in the Designer, configure targeting and response options
Survey lifecycle
Understand the lifecycle of a survey through its five statuses (Draft, Ready, Published, Closed, Cancelled)
Distribute a survey
Distribute a survey to internal users (My forms menu) or to external third parties through the Goovee portal
Fill in a survey (respondent side)
Filling in a survey from the respondent side — access for an internal user, for an external respondent, and consulting one's own responses
Consult the responses
Consult the responses collected for a survey, according to the storage mode (custom or existing)