Survey Management
The Survey Management section (/admin/surveys) provides full CRUD operations for investment survey questions.
Survey List
Section titled “Survey List”The main view shows all surveys:
| Column | Description |
|---|---|
| Title | Survey name |
| Status | Active or Inactive |
| Questions | Number of questions |
| Responses | Number of completed responses |
| Last Updated | Most recent edit date |
Actions
Section titled “Actions”- Edit — open survey in the editor
- Activate/Deactivate — toggle survey availability
- View Responses — see user submission data
Creating a Survey
Section titled “Creating a Survey”- Navigate to
/admin/surveys/create - Enter survey title and description
- Add questions using the dynamic question builder
- Set question order with drag-and-drop
- Save as draft or publish immediately
Question Builder
Section titled “Question Builder”The dynamic question builder supports multiple question types:
Question Types
Section titled “Question Types”| Type | Description | Example |
|---|---|---|
| Radio | Single select from options | ”What’s your risk tolerance?” |
| Checkbox | Multi-select from options | ”Which sectors interest you?” |
| Text | Free text input | ”Describe your investment goals” |
Question Settings
Section titled “Question Settings”- Required/Optional — mark questions as mandatory
- Help text — add explanatory text below the question
- Option management — add, remove, reorder answer options
- Preview — see the question as users would see it
Survey Editor
Section titled “Survey Editor”The editor (/admin/surveys/[surveyId]) provides:
Question Management
Section titled “Question Management”- Add new questions at any position
- Remove questions with confirmation
- Reorder questions via drag-and-drop
- Edit question text, type, and options inline
Live Preview
Section titled “Live Preview”- Side-by-side preview panel
- Shows exactly how users will see each question
- Updates in real-time as you edit
Save Options
Section titled “Save Options”- Save Draft — save without publishing
- Publish — make survey available to users
- Discard Changes — revert to last saved state
Survey Routes
Section titled “Survey Routes”| Route | Purpose |
|---|---|
/admin/surveys | Survey list |
/admin/surveys/create | Create new survey |
/admin/surveys/[surveyId] | Edit existing survey |
Response Data
Section titled “Response Data”View aggregated response data:
- Response count per survey
- Answer distribution per question
- Completion rate statistics
- Time-to-complete metrics
Best Practices
Section titled “Best Practices”- Keep surveys concise (5-10 questions)
- Use clear, unambiguous language
- Provide balanced answer options for risk tolerance
- Test the survey flow before publishing
- Review response data to identify confusing questions