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Survey Overview

Summary

The Survey Overview in Plumm provides admins and superadmins with a complete view of all surveys. It allows tracking of survey details, participant numbers, response rates, progress, and status at a glance. This helps in monitoring engagement, understanding participation trends, and managing surveys efficiently.


In this article

  • Step 1: Accessing the Survey Overview
  • Step 2: Understanding the Survey List
  • Step 3: Key Metrics and Columns
  • Step 4: Sorting and Searching Surveys
  • Frequently Asked Questions (FAQ)

Before you begin

Before using the Survey Overview, make sure you have the following:
  • Admin or Superadmin Access – Only users with the appropriate permissions can view survey details.
  • Surveys Created – Ensure surveys are created and active or scheduled.
  • Participant List Ready – Know which users or teams are assigned to each survey.


Step 1: Accessing the Survey Overview

  1. Click the Nine-Dot Menu (App Switcher) on the top left of the page.
  2. Navigate to either:
    • Admin → Surveys
    • Performance → Surveys
  3. You will see the Survey Overview page, listing all surveys with key details.

Step 2: Understanding the Survey List

The survey list provides a table view of all surveys with these main elements:
  • Title – Name of the survey
  • Participants – Number of participants assigned and their avatars
  • Start Date / End Date – Duration of the survey
  • Response Rate – Percentage of responses received and number of responses (e.g., 3/79)
  • Status – Current state of the survey (Pre Launch, In Progress, Completed)
  • Actions – Click the three dots (⋮) to edit, preview, or delete the survey

Step 3: Key Metrics and Columns

  • Participants – Shows both the number and avatars of assigned users
  • Response Rate – Shows how many participants have submitted responses and the percentage
  • Status Indicators:
    • Pre Launch – Survey is scheduled but not yet active
    • In Progress – Survey is currently active
    • Completed – Survey has ended and all responses are collected

Step 4: Sorting and Searching Surveys

  1. Use the Search bar to find a specific survey by title or participant.
  2. Click the column headers (Title, Participants, Start/End Date, Response Rate, Status) to sort surveys accordingly.
  3. Use the Download icon to export survey details if required.

Frequently Asked Questions (FAQ)

1. How do I access the Survey Overview?

Click the Nine-Dot Menu → Admin → Surveys or Performance → Surveys.

2. What information is displayed in the Survey Overview?

Title, Participants, Start/End Dates, Response Rate, Status, and available actions.

3.How do I know how many participants have responded?

Check the Response Rate column which shows the number of responses and percentage.

 

4. What does each status mean?

  • Pre Launch – Scheduled but not active
  • In Progress – Survey is currently active
  • Completed – Survey is finished and all responses are collected


5.Can I edit or delete a survey from this overview?

Yes, click the three dots (⋮) next to a survey to edit, preview, or delete it.
 
 

6.Can I search for a survey by participant or title?

Yes, use the Search bar at the top of the survey table.
 
 

7. Can I sort surveys by response rate or dates?

Yes, click the column headers to sort the survey list as needed.