> For the complete documentation index, see [llms.txt](https://docs.plumvoice.com/insight/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plumvoice.com/insight/creating-a-survey/survey-basics.md).

# Survey Basics

The top level survey editor displays the universal survey controls regardless of what page you are on. These survey level functions include:

![](https://119549198-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4FwhscRQChKN5sELQq%2F-M5YE3MqmTf2ElD3Zkkd%2F-M5YG3dloAD5jmgD_BXW%2Fcreate_survey_toolbar.png?alt=media\&token=e7d90594-1c32-4e93-9c23-b359781b18c0)

* Edit the survey name
* Navigate to the survey settings and prompt manager pages
* Sort survey pages
* Navigate through the survey pages
* Add new survey pages
* Preview the survey
* Save the survey

## **Editing Survey Name**

To edit the survey name, simply hover over and click on the survey name. This will open a text field where you can enter a new survey name.

![](https://119549198-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4FwhscRQChKN5sELQq%2F-M5YE3MqmTf2ElD3Zkkd%2F-M5YG3ddVAyYalo1ujFg%2Fcreate_survey_edit_name.png?alt=media\&token=da83bf3e-dfef-4b90-8a7b-702d95f1e035)

## **Navigating To Survey Settings and Prompt Manager**

Both the survey settings and prompt manager pages are located under the white gear icon in the top-right corner of the survey editor. Clicking on the gear icon opens a dropdown menu where you can choose either the survey settings or prompt manager.

![](https://119549198-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4FwhscRQChKN5sELQq%2F-M5YE3MqmTf2ElD3Zkkd%2F-M5YG3de0HaSuUVRt90l%2Fcreate_survey_gear.png?alt=media\&token=9828e1d3-fb79-48c2-8b2b-c54bdd637609)

## **Sorting Pages**

Click on the list icon, located on the left-hand side, directly below the Survey Editor text, to manually sort the pages of your survey. This opens a dialog box thats allow you to re-order your survey pages by dragging and dropping them to the desired order.

<div align="left"><img src="https://119549198-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4FwhscRQChKN5sELQq%2F-M5YE3MqmTf2ElD3Zkkd%2F-M5YG3dkUl-mOLHmSS3d%2Fcreate_survey_sort_pages.png?alt=media&amp;token=796528d2-ea1d-4e43-aef9-3172a842e3fb" alt=""></div>

## **Navigating Pages**

To navigate to a specific page in your survey, click the corresponding page number icon.

## **Add A New Page**

To add a new page to your survey click the purple plus sign after the page number icons. This will create a new page for your survey and redirect you to it.

## **Survey Preview**

To see what your survey will look like to end users, click on the zoom icon. This is the icon with a magnifying glass on it and is located underneath the white gear icon on the left hand side. This opens a new tab that displays the web survey as your end users will see it.

## **Saving A Survey**

To save your survey, click on the floppy disk icon. This is located underneath the white gear icon on the right hand side.