Syncing and updating respondent groups

Modified on Wed, 29 Nov 2023 at 11:20 PM

By default, all demographic information related to Team, Job Type, and Location is pulled from each individual user's profile on the Users page.

When launching a new opinion survey, you can add participants at the bottom. You'll notice all of their demographic information pulled in with them.

What if the demographic information is not up to date?

If the information is out of date (or partially missing), you have two main options:

1. If it is a single person or small group of people, you can simply press the 'pencil' (edit) icon next to their name. A popup will appear allowing you to choose the correct grouping from the drop-down list.

2. If there are multiple users (or even the entire company) to update, you may want to first go back to the Users page and update the info for your users accordingly. See our article on importing users from a spreadsheet, if needed.

After updating all user information, you still must come back to the Opinion Surveys page and edit this survey. After you've clicked the Edit button, use the 'Update Respondent Groups' button. A popup will appear asking which criteria you wish to update for all survey participants.

Be sure to press Save when you are finished!

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