After an action is launched, there are certain elements that can be edited and certain elements that cannot be edited.
What can be edited
On a live action, you’re able to edit your sample size, previous action targeting, quotas, gender splits, demographic, panel, segment and saved audience targeting. You can also edit the logic for any existing Auto-Assign groups.
Sample size: You can increase or decrease your sample size as needed, as long as your survey is less than 90% full and your new desired sample size is within the minimum and maximum sample size range for that action type. All action types have a designated maximum sample size, varying from 1000 respondents to 15000 respondents. One action type, MaxDiff, has a minimum sample size which is automatically set based on the number of attributes you’re testing.
If you adjust the sample size for an action that has quotas, the platform will automatically adjust to meet the new quota amounts.
- To edit the sample size for an action, click into the details page and click Edit.
- In the Audience page, adjust your response cap as needed and click Save.
Previous action targeting: You can edit or remove your previous action targeting as needed. Any responses gathered before your edit will remain in your data, so these changes will only apply to any new respondents. If your action has quotas based on previous action targeting, you would have to remove the quota first before editing your previous action targeting.
- To edit the previous action targeting for an action, click into the details page and click Edit.
- In the Audience page, click the Previous Action button and make any necessary changes. Click save to close out the window.
- Click save to apply your changes.
Quotas: While you cannot add new quotas to a live survey, you can edit or delete any existing quotas on a live survey. When editing quota percentages, the platform will automatically adjust to meet the new quota amounts. When deleting a quota, any responses gathered before your quota removal will remain in your data, and the rest of your action will fill with natural fallout according to your other targeting settings.
- To edit or delete quotas for an action, click into the details page and click Edit.
- In the Audience page, you can adjust your quota percentages or use the trash bin icon to delete your quota.
- Click save to apply your changes.
Gender splits: You’re able to add, edit or remove a gender split on a live survey, so long as that survey doesn’t contain another quota. If you’d like to add a gender split to a live survey with a quota, you’d have to remove the quota first, then set up your desired gender split.
- To add, edit or remove a gender split for an action, click into the details page and click Edit.
- In the Audience page, you can adjust your gender split by toggling the switch between men, women, both or split, and you can adjust the percentages.
- Click save to apply your changes.
Demographics: You can add, edit or remove any demographic targeting on a live survey. Any responses gathered before your edit will remain in your data, so these changes will only apply to any new respondents. For details about editing quotas with demographics, check out the Quotas section above.
- To add, edit or remove demographic targeting for an action, click into the details page and click Edit.
- In the Audience page, you can adjust your demographic targeting like usual.
- Click save to apply your changes.
Panels: You can add or remove any panel targeting on a live survey. Any responses gathered before your edit will remain in your data, so these changes will only apply to any new respondents.
- To add or remove panel targeting for an action, click into the details page and click Edit.
- In the Audience page, you can adjust your demographic targeting like usual.
- Click save to apply your changes.
Segments: You can add, edit or remove any segment targeting on a live survey. Any responses gathered before your edit will remain in your data, so these changes will only apply to any new respondents. For details about editing quotas with segments, check out the Quotas section above.
- To add, edit or remove segment targeting for an action, click into the details page and click Edit.
- To add segment targeting, click into the Presets drop down and check mark Segments. A search bar will appear in the center of the page, which will pre-populate with any segmentations available in your dashboard. Check mark your desired segments.
- To edit existing segment targeting, check or uncheck your desired segments.
- To remove segment targeting, use the trash bin icon.
- Click save to apply your changes.
Saved audiences: You can add or remove any saved audience targeting on a live survey. Any responses gathered before your edit will remain in your data, so these changes will only apply to any new respondents. If you have any previous action targeting, quotas or segment targeting on your action, you’d have to remove those elements first, then target your saved audience.
- To add or remove a saved audience to an action, click into the details page and click Edit.
- Click into the presets drop down and check mark Saved Audiences.
- A search bar will appear in the center of the page, which will pre-populate with any saved audiences available in your dashboard. Check mark your desired audience. To remove a saved audience from your action, use the trash bin icon.
- Click save to apply your changes.
Auto-Assign: While you cannot add a new Auto-Assign to an action, you can edit the logic settings for an existing Auto-Assign. Any respondents assigned to your Auto-Assign groups before your edit will remain in each Auto-Assign group, so these changes will only apply to any new respondents. You are not able to edit the Auto-Assign name, group names or number of groups.
- To edit an existing Auto-Assign within an action, click into the details page and click Edit.
- Using the progress bar at the top of the page, click into the Questions page.
- Click into the Auto-Assign to make any changes to the logic settings.
- Click save to apply your changes.
What cannot be edited
As mentioned, there are certain elements of a live action that cannot be edited, including survey question order, question text, answer option text, question settings, monadic concepts, in-step logic, piping logic, and the survey title and description. If you make a mistake and need to edit any of these elements, reach out to your CSM and they can assist for next steps.