How to Preview and Test Surveys

Navigate to the **Survey Builder** and select a **module**. In this example, we'll select the Parents module.

Locate the **survey** you'd like to preview and click **Edit**.

Next, at the top of the survey preview, you'll see three options: **View Sample**, **Send Test**, and **Export PDF**.

The **View Sample** feature allows you to walk through your survey just like a respondent would. This is a great way to check formatting, question order, and overall flow. You can also toggle between desktop and mobile views to ensure a seamless experience across devices.

**Tip!** If your survey includes **conditional questions**, the **View Sample** feature helps verify that the right questions appear for the right respondents. Additionally, in sample view, you can jump to any question—a handy way to check specific sections without going through the entire survey. (Don’t worry, your respondents won’t have this shortcut!)

When viewing sample, you can choose to view the survey as the **desktop** version or **mobile** version to experience what respondents will experiencee.

Want to see exactly what your respondents will receive? The **Send Test Email** feature lets you send a test invitation to yourself or a team member. This lets you read through the invitation and ensure that your uploaded logo (which you can do in Settings) appears correctly in both the email and the survey’s introduction page. Click **Send Test**!

Then, enter the **email address** you'd like to send the test to. Then, click **Send**. Beyond aesthetics, sending a test email allows colleagues to go through the survey and provide feedback. *Their responses won’t be recorded*, making it a risk-free way to refine your survey before launching.

Finally, for pulse and custom surveys, you can **export a PDF** version of your survey, including all questions and answer options in order. \ \ This feature is particularly useful for sharing with your board, obtaining approvals, or keeping a physical record of your survey structure.

After you open the download, here's an example of what it will look like!

How to Preview and Test Surveys

Navigate to the **Survey Builder** and select a **module**. In this example, we'll select the Parents module.

Locate the **survey** you'd like to preview and click **Edit**.

Next, at the top of the survey preview, you'll see three options: **View Sample**, **Send Test**, and **Export PDF**.

When viewing sample, you can choose to view the survey as the **desktop** version or **mobile** version to experience what respondents will experiencee.

After you open the download, here's an example of what it will look like!