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Add and remove respondents and responses

It’s not uncommon for adjustments to be needed during ongoing surveys — anything from organisational changes to technical challenges.

There may be a need to distribute survey links through various channels, such as HR systems, chat tools, or other internal platforms. Respondent-side issues may also occur, such as incorrect email addresses, lost emails, or incorrectly submitted responses.

All of this is managed in the detailed view of the survey, which you can access via the main menu on the left under "Surveys" > "Active."

Open the detailed view for your survey by clicking the icon  Launch-1  on the far right of the row.

At the top of the detailed view, you’ll see the survey name. Next to it, you’ll find a three-dot  Horisontal  menu offering various options.

The available options depend on your role and permissions – contact your internal admin if you have questions.

Common needs and scenarios:

  • Add respondents and/or groups: If a new employee is manually added as a participant in an active survey, they will automatically be sent an email with their personal link to the survey. 

    To add new participants in an active survey: 
    - Select "Add employees"
    - Find and select the specific employee(s) 
    - Confirm to add 

    To add groups to an active survey, the principle is the same, but with the organisational structure as reference. 

Respondents and groups must exist in the organisational structure before they can be added to an ongoing survey.

  • Clear answers for respondents who submitted their answers incorrectly and need to retake the survey. 

    To clear answers for a respondent: 
    - Select "Clear answers"
    - Find and select the specific respondent(s)
    - Select "Clear answers" and confirm this action 

  • Export survey links for respondents who are having trouble with email delivery or links, or when links need to be distributed via internal systems and channels.

  • Remove respondents and/or groups

    • You can also remove respondents who have been deleted from the organisational structure during the survey period — for example, if they’ve left the company.

PIN code surveys

These are used for teams where respondents do not have individual email addresses and instead respond using a shared link and a PIN code.

  • Export PIN code groups
    You can export PIN code groups along with their respective group link and PIN code for distribution via your own internal channels, in addition to the automatic email distribution to managers.

New PIN code users is added from the organisational structure: 

- Find the PIN code group in question
- Select "Create anonymous users"
- Select how many PIN code users to create
- Mark the checkbox that adds the new PIN code users to any potential active survey
- Select "Create"

Note that PIN code users only represent the total amount of expected answers for a PIN code group; the answer frequency for a PIN code group is not meant to be manually handled. Read more about PIN code groups here: 📌 What is a PIN code solution?