> 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**. This tab holds the survey's name, how people can fill it out, when it is switched on, and 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). | | Make Survey Unique 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 #### 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 Rules #### Allow Edits Let people edit their answers after submitting. #### Automatically Advance Questions Move to the next question as soon as an answer is selected. #### Automatically Close Survey Close the survey once it has been completed. #### 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. ## More Options Under **Survey Rules**, open **More Options** to fine-tune how the survey interacts with participants once it is showing. ### Anonymous Mode When enabled, Zigpoll doesn't collect identifying information from participants. Use it when you want to guarantee respondent privacy. ### 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. ### 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 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. ### 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. ## Activation Schedule **Visibility Management** decides whether you switch the survey on and off yourself or let Zigpoll do it on a schedule. * **Toggle the survey on and off myself** — the default. The survey stays exactly as you leave it. * **Turn it on and off on a schedule** — set an activation date and time, a deactivation date and time, or both. The survey goes live and comes down automatically at those moments, in your local timezone. {% hint style="info" %} The Activation Schedule used to live on **Delivery → Timing** (now **Trigger**). It now sits here on **General**, with the rest of the survey's lifecycle settings. {% endhint %} ## Management Options At the bottom of the tab you can **Duplicate Survey**, **Export Survey** (a file you can import into another Zigpoll account), **Archive Survey**, or **Delete Survey**. 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 dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` 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 optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.