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Various Ways to Share and Download Your Survey Draft

Having a draft is helpful as a clean overview of your survey to share with colleagues or as way to review and spot any areas that need editing. Downloading your survey draft will give you access to the survey question and answer text along with any logic and thumbnails of images used in the survey. You can also use survey drafts to upload to a new survey as a template (see Upload Survey Draft).

 

The aytm platform exports survey drafts in Word format and can be accessed and shared in several ways.

 

Export from your Dashboard

  1. Click the settings wheel icon on the right side of the survey's row in your dashboard.
  2. Select Save as word (.docx) to initiate the download.
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Export from the Survey Editor

  1. Click the arrow icon in the left menu bar.
  2. Follow the prompts in the Download/Email Survey Draft menu to print or save a copy to your hard drive.

    From this popup window, survey drafts can be shared in several formats:
  • Check the boxes next to Include [aytm Logic markup], Order details, and Comments to customize the document for download.
  • Click the dropdown to select what type of file you would like to download, Word doc file or PDF, and then click Download to initiate a download to your hard drive.
  • Type or paste up to 10 emails in the Share draft by email text field, and click Send to send the document directly to collaborators from the platform.
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Collaborate Links

  1. Click the arrow icon in the left menu bar. This will open the Download/Email Survey Draft.

Beneath Collaboration, you will have the option to generate review links, translator links, and preview links:

  • Click Generate to the right of Get Reviewer & commenter link to create a link for someone to review your survey and leave comments on the draft within the survey platform.
  • Click Generate to the right of Get corrector/translator link to invite someone to edit the text of the survey only, and add comments. They will not be able to edit the survey structure - add, modify or remove questions or answers or rearrange the order of anything.
  • Click Copy to the right of Survey Preview link to generate a preview link to share with others, allowing them to view as a respondent.
  • Check the box next to Enable researcher preview tool to activate Smart Preview, which extends the full functionality of Quick Preview (Researcher Mode and Ghost Mode) to anyone with this link.

All of these options will allow you to share your survey draft (aka masterpiece) and collect feedback or test any logic before you field the survey!
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Export from the Results page

  1. Click the Export icon in the left menu of the Results page.
  2. Select Survey Structure and a drop-down menu will appear. From here you can download: Survey draft in doc, Survey draft with comments, and Open draft in a new window.
  3. Exporting your report will generate a file including all the data that has accumulated from your survey. Once downloaded, you can print your survey draft, along with any logic and thumbnails of images used.
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If you have any additional questions please reach out to support@aytm.com or click the chat bubble at the bottom right to start a conversation. We look forward to hearing from you!