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Project Search

FAQ General Queries

Searching for Projects You can locate projects in the project list using either keyword search or creation date filters. 1. Search by Keyword To find a project using a keyword: Go to the search bar in the project list. Enter any relevant word or phras...

Duplicate a Role

FAQ Company Admin Setting

Creating a New Role by Duplicating an Existing One Administrators can quickly create a new role by duplicating an existing role and adjusting its permissions as needed. This approach ensures consistency and saves time when configuring similar role types. Ste...

Project Phase & Milestone

FAQ Project Details

Clients often ask how they can measure the number of iterations (back‑and‑forth review rounds) made to a survey link—from the moment the initial link is shared until final sign‑off. SurveyTester provides a flexible and structured way to track these iteratio...

Adding Multiple Languages

FAQ Project Details

Auto‑Importing Languages Using Test Survey URLs For projects containing multiple languages you no longer need to manually add each parameter one by one.The system can now automatically identify language parameters directly from your test survey URLs and creat...

Create Test Case with additional Parameters

FAQ Project Details

If you have more than one parameter (e.g., device type, channel, custom routing values) to pass into the URL, you can add them manually by creating a Test Case. Step 1: Open Test Cases In Project Details, select Test Case from the left panel Click Add N...

How to Use Milestones

FAQ Project Details

1. Filter Issues by Milestone Filtering issues by milestone allows you to view: Total issues raised during each iteration Issues resolved within each round Items that require follow‑up Total issues raised in each iteration How many were...

Adding/Importing Multiple Markets

FAQ Project Details

The system can automatically create Markets for multi‑market projects by extracting unique market parameters from either test survey URLs or a pasted table (Excel). Use the Test URLs flow when you have sample survey links that include market parameters (for ex...

Auto-Detect Issues

FAQ Company Admin Setting

The Auto-Detect Issues feature helps you proactively identify and resolve common survey problems that may negatively impact respondent experience and data quality. When enabled, SurveyTester automatically scans your survey for structural, formatting, and conte...

Exporting Issues to Excel

FAQ Issues

Once issues are logged in SurveyTester, users have the option to export them into an Excel file for further analysis or reporting. You can either export all issues or apply filters to download only specific records based on your requirements. Steps to Expor...

Creating A New Issue

FAQ Issues

Logging and Managing Issues During Survey Testing The Issues feature allows testers to log, track, and review issues identified while testing a survey. Issues can be created directly from the survey interface and managed through the Issues tab. When to Use...

New Page

FAQ

Manage Locked Roles

FAQ Company Admin Setting

Roles and Permissions Management Roles determine which features and functions users can access within the SurveyTester platform. Proper role management helps maintain security, ensures users have the correct level of access, and prevents accidental changes to...

Who has access to my projects?

FAQ Company Admin Setting

Project Permissions allow administrators to control which users and roles can access a specific project. While most administrators have access to all projects by default, project-level permissions provide additional control over who can view and work on indivi...

Company Setting for Fields on the Issues Page

FAQ Company Admin Setting

The fields displayed on the Issues page are configured at the company level under Company Settings > Issue Handling > Field Names for the Excel Export. These settings define the default fields available for issue display and export. By default, the following ...

Estimated Length of Interview

FAQ Project Details

The Estimated Length of Interview feature helps users understand how long a survey is expected to take based on completed manual and bot test runs. The estimate is calculated using actual response times and presented for different respondent behavior profiles....