This guide includes 3 how-to topics, and all of them can be completed directly in the survey editing workflow.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Message Notification Settings | Free |
| 2 | 2. Set options and preview the result | Free |
| 3 | 3. Save the settings and check whether they take effect | Free |
How-to Guide
1. Open Message Notification Settings
Entry: Form Editor → Survey → Message Notification Settings
- Open the Smart Forms editing interface.
- In the left navigation pane, select the Survey section.
- Find the Message Notification Settings option.
- Click the option to enter editing.
Success Criteria
- Interface result: the Message Notification Settings editing page or pop-up panel opens.
- Next action available: you can continue adjusting the related options.
Tips While Using
- Common mistake: if you do not enter the Survey section first, you may not see the related option.
- Environment note: you need edit permission for the current Smart Form.
2. Set options and preview the result
Entry: Message Notification Settings panel
- In the pop-up panel, review the current notification options.
- Configure the related options as needed.
- Use Preview to check the result.
- Confirm that the displayed result matches your expectation.
Success Criteria
- Interface result: the panel shows the updated option status.
- Next action available: you can continue to confirm and save the changes.
Tips While Using
- Common mistake: saving without previewing may cause small notification details to be missed.
- Environment note: an internet connection is recommended for online form settings.
3. Save the settings and check whether they take effect
Entry: Message Notification Settings panel → OK / Save
- After finishing the setup, click OK to complete the action.
- Return to the editing page and confirm that the settings were saved.
- If the changes need to take effect for respondents, check whether the current survey also needs a new published version.
- Use preview or new submissions to verify that the notification settings work as expected.
Success Criteria
- Interface result: the settings are saved and the updated configuration is shown in the interface.
- Next action available: you can continue publishing the survey or editing other content.
- No side effect: other saved survey content is not removed automatically during this check.
Tips While Using
- Common mistake: changing options without clicking Save or OK.
- Environment note: some message notification settings take effect for respondents only after a new version is published.