> For the complete documentation index, see [llms.txt](https://docs.zigpoll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zigpoll.com/polls/display-rules.md). # Survey General Settings A quick overview of survey settings Open a survey and go to **Settings → General**. General is split into three sub-tabs in the settings sidebar: * **Details** — the survey's name, banner, survey ID, and when it is switched on. * **Behavior** — how people can fill it out and close it, and what is recorded about them. * **Manage** — the survey's management actions. {% hint style="info" %} **Looking for page rules, exclusion rules, embed settings or notifications?** They have moved off this tab: | Setting | Where it is now | | ------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Page Rules and Exclusion Rules | **Settings → Delivery → Locations**. See [Locations](/polls/visibility-settings.md#locations). | | Embed Settings (CSS selector or code snippet) | **Settings → Delivery → Format**. See [Delivery Settings](/polls/visibility-settings.md). | | Separate survey per page | **Settings → Delivery → Frequency → More Options → Page memory** (**Counted per** on Shopify order pages). See [More options](/polls/visibility-settings.md#more-options). | | Notify When Complete and Notification Recipients | **Settings → Workflows → Notifications** (**Email notifications** and **Notification email recipients**). See [Workflows](/polls/behavior-settings.md#notifications). Account-wide recipients for every survey are on your account **Settings → Notifications**. See [Notifications](/notifications.md). | | {% endhint %} | | ## General Information These are on **Settings → General → Details**. #### Survey title The name of your survey. Pick something easy to remember, like "Homepage Survey" or "Checkout Survey". #### Banner Optionally add a banner that appears on every question of this survey. Use it to tell customers what to expect before they start. #### Survey ID The survey's ID. Click it to copy it to your clipboard. ## Behavior **Settings → General → Behavior** has three cards: **Answering**, **Closing** and **Privacy**. Every setting is shown; there is no **More Options** link. ### Answering #### Allow edits Let people edit their answers after submitting. #### Advance automatically Move to the next question as soon as an answer is selected. #### Allow resubmissions Let a visitor fill out the survey again every time they visit, even if they finished it before. This is useful when you use Zigpoll as a form. For example, a Contact Us form should accept a submission whenever a visitor wants to send one, whether or not they filled it out before. {% hint style="info" %} How often a survey *appears* is set separately, on **Settings → Delivery → Frequency**. If a survey keeps showing when you don't expect it to, see [The survey keeps showing after I closed it](/polls/visibility-settings.md#the-survey-keeps-showing-after-i-closed-it). {% endhint %} #### Reset session Shown once **Allow resubmissions** is on. Zigpoll treats each survey completion as a brand new participant. This is useful for **kiosk-style** setups that collect feedback from many people on one device, such as a tablet at a checkout counter. #### Auto focus inputs Control which inputs are automatically focused when a question becomes visible: * **All Inputs** (default) — Automatically focus the first input on every question * **Required Inputs Only** — Only auto-focus inputs on required questions * **Disabled** — Never auto-focus inputs #### Hide optional labels Hides the "Optional" label next to optional questions. Use it for a cleaner look that doesn't flag which questions can be skipped. ### Closing #### Close when finished Close the survey once it has been completed. #### Tap outside to close Lets mobile visitors close the survey by tapping outside of it. #### Hide X button Hides the X (close) button in the top right corner of the survey. Use it to stop visitors dismissing the survey without completing it. #### Hide close button Hides the close button that appears at the end of the survey. Use it to keep participants on the final question. #### Hide back button Hides the back button on the survey. Use it when you don't want participants to revisit previous questions. ### Privacy #### Anonymous mode When enabled, Zigpoll doesn't collect identifying information from participants. Use it when you want to guarantee respondent privacy. ## Activation Schedule The Activation Schedule is on **Settings → General → Details**. **Schedule** decides whether you switch the survey on and off yourself or let Zigpoll do it on a schedule. * **I'll switch it on and off myself** — the default. The survey stays exactly as you leave it. Use the Live switch at the top of the page to turn it on or off. * **On a schedule** — set when the survey **Starts** and **Ends**. For each, choose **When I switch it on** (or **When I switch it off**) or **On a date**, then pick a date and a time. The survey goes live and comes down automatically at those moments. Times are read in your time zone (the time zone of the browser you set them in). {% hint style="info" %} The Activation Schedule used to live on **Delivery → Timing** (now **Trigger**). It now sits on **General → Details**, with the rest of the survey's lifecycle settings. {% endhint %} ## Management Options On **Settings → General → Manage** you can **Duplicate survey**, **Export survey** (**Download JSON**, a file you can import into another Zigpoll account), **Archive survey**, or **Delete survey**, and import past responses with **Import Response Data**. See [Management Options](/polls/management-options.md). ## Which survey shows when several match When more than one live survey matches the same page or customer, Zigpoll checks them **top-down** in the order of your **Surveys** list and shows the **first one** whose rules all pass. A survey hidden by its targeting falls through to the next match. Drag surveys to reorder them. See [Surveys](/accounts/active-polls.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.zigpoll.com/polls/display-rules.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.