Make your surveys secure with these safeguarding features by which you can determine how your surveys will be accessed and by determining who can access reports through sharing.

Table of Contents

• Visibility
• Restrictions
• Password Protection

 

Visibility

Set the visibility of a survey to public so that anyone can respond, or make it private to target specific groups. When you share a survey with a private group, only the members of that group can respond to it. This feature is useful for people who have registered as an organization with Zoho.

 

How do I assign visibility settings in my survey?

Public

1. Go to the Launch tab.
2. Click Visibility on the left pane.
3. Click Public to allow anyone to access your survey. This is the default setting.
4. Click Save. 

Private

1. Click Private to publish your survey to a specific group.
   • Click All Groups to select any group from a list of all the groups.
   • Click Organization Groups in the dropdown list to select a group related to your organization.
   • Click Personal Groups in the dropdown list to select one of your personal groups.
     
     

2. Select the appropriate group in the Select Group dropdown list with whom you want to share the survey. The selected groups will be displayed.
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   • Click Members to view the list of members in the group.
   • Click X next to the selected group to cancel the selection.
3. Check the Allow only one response per respondent checkbox to prevent multiple responses from the same user. This restricts multiple responses from a single computer by using browser cookies.
   
4. Select Allow respondents to update their responses if you want users to edit their responses whenever they want to.
5. Click Save.

 

Restrictions

Set restrictions on your survey and specify how many responses you want or when to close your survey. You can also prevent the same user from entering multiple responses.

How do I set restrictions in my survey?

1. Click Restrictions on the left pane of the Launch tab and choose the restrictions you'd like to apply:
   • Survey end date: Stop receiving survey responses on a certain date.
   • Response limit: Set a limit for the number of survey responses you receive.
   • Collect IP address: Enable or disable collecting IP address of the respondents in the reports.
   • Collect responses anonymously: Respondent variables i.e. personal identifying information will not be collected from automated sources like Zoho CRM, Zoho Campaigns, Email distribution, Private groups under visibility. All other data will be mapped and synced as per your setting, except the data passed through customized URLs.
   • Prevent multiple responses
     
     

      

     • One response per respondent: Restrict multiple responses from a single person.
     • One response per email: Restricts multiple responses from a single respondent by generating a unique URL for every email address.
       • Restrict when a respondent can update their responses:
         • Don't allow respondents to update their responses. They will not be able to open the survey once they submit it.
         • Allow respondents to update their responses till they submit it.
         • Allow respondents to update their survey responses any time—even after they've submitted it.
     • One response per device: Restrict multiple responses from a single device by using browser cookies.

       Note: As the survey's metadata is being stored through browser cookies, if the respondent clears their browser history and cookies, a fresh survey will be loaded. Any previously submitted survey response (partial/complete) will be considered as a different response.

       • Restrict when a respondent can update their responses:
         • Don't allow respondents to update their responses. They respondent will not be able to open the survey once they submit it.
         • Allow respondents to update their responses till they submit it.
         • Allow respondents to update their survey responses any time—even after they've submitted it.
     • One response per unique URL: Generate a unique URL for each respondent. 
       • Restrict when a respondent can update their responses:
         • Don't allow respondents to update their responses. They respondent will not be able to open the survey once they submit it.
         • Allow respondents to update their responses till they submit it.
         • Allow respondents to update their survey responses any time—even after they've submitted it.
       • Do not allow URLs without the parameter: Restrict responses that don't have a certain parameter. This will be added to the URL of the published survey.
       • Parameter name: Type the parameter name that will be appended to the URL.
2. Click Save.

 

Password Protection

Protect your survey with a secure password. 

How do I set a password for my survey?

1. Click Password Protection on the left pane of the Launch tab.
2. Click Enable.
   
3. Type in a strong password (Six characters min) in the Set a password box. Rename the password or submit labels, if desired.
4. Complete the Password request message field to prompt users for a password whenever they try to access the survey. Customize the message as needed (255 characters max).
5. Fill in the Incorrect password message field to display an error message when someone enters the wrong password. Customize the message as needed (255 characters max).
6. Click Save.
7. Turn OFF in the top-right corner of the section to disable password protection. The knob will turn gray.