> ## Documentation Index
> Fetch the complete documentation index at: https://help.honestly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How can I test my survey?

> From a quick check with Preview and a test email to a full test run with a duplicated survey — how to check your survey before it goes live.

[Go to Surveys ↗](https://webapp.honestly.de/app#/surveys) · Opens the webapp — please log in first

Before launching your survey, it's essential to test it with a small group (5-7 people), including team members and a few fresh eyes. This ensures email delivery, clarity of messages, and proper functionality of survey logic.

This video takes you through all the necessary steps:

<iframe className="w-full aspect-video rounded-xl" src="https://www.loom.com/embed/d0eefdfbe0074c9cb61d2ad6d9e67f94" title="Honestly explainer video" frameBorder="0" allow="accelerometer; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

### Two ways to test a survey

To check the questions and the invitation email quickly, use **Preview** and **Send Test E-Mail**. For a full test run that puts data on a dashboard, duplicate the survey — that is described below.

#### Preview

**Preview** shows the complete survey including the welcome text, and is available from every tab of the survey settings.

Clicking it opens the survey in a new tab. The invitation email cannot be checked this way.

#### Send Test E-Mail

**Send Test E-Mail** is only available in the **Email Template** tab.

It sends you the real invitation email so you can click through the survey to the end.

<Note>
  To send the email on to someone else, that person has to be a manager in the system and have access to this survey. Without that access they cannot test the survey.
</Note>

<Note>
  Neither route submits any feedback. The run stops at the last question and the answers do not appear on the dashboard.
</Note>

Activating the real survey just to test it is not recommended: the automatic comparisons against the previous period on the dashboard will no longer be correct afterwards.

### The full test run

#### Create a test survey by duplicating the existing survey

Please do **not** use the actual survey for testing. Instead, please create a duplicate by following these steps:

1. Select **Create New Survey**.

2. Choose **Reuse an Existing Survey**.

   <img src="https://mintcdn.com/honestly/pfDC0-M9Pz06l2cT/images/7f8b319f7314.png?fit=max&auto=format&n=pfDC0-M9Pz06l2cT&q=85&s=41e8d1aca621369e47de0ce8fee25456" alt="Screenshot 2025-02-27 at 16.31.27" width="102" height="129" data-path="images/7f8b319f7314.png" />

3. Provide a name such as "Survey for Testing".

4. Choose the original survey as the source.

5. Set the **Anonymity Threshold** to 1 to ensure test data appears on the dashboard, even if it is very little.

<Note>
  The **Anonymity Threshold** dropdown only lists the values that are configured for your account. If **1** is not available, an admin has to add it first under **Settings → Account**, tab **Anonymity**, section **Anonymity thresholds for surveys** — enter **1** and then save, as the page does not save automatically. Only admins see this tab. The full steps are in [Adjust anonymity](/help/surveys/adjust-anonymity).
</Note>

<Note>
  You can only set the anonymity threshold until the survey is activated for the first time — after that the field is locked. At a threshold of **1**, open text answers are also visible from a single response, because the text threshold is capped to the survey's threshold. You do not need a separate setting for that.
</Note>

<Note>
  The survey banner, welcome and thank you messages and email text will all be taken from the original survey.
</Note>

#### Inviting Test Participants

1. Choose **5 to 7 people** to participate in the test.

2. In the **distribution section** , select the people you'd like to invite. You can either select participants manually or search for specific individuals.

<img src="https://mintcdn.com/honestly/RHnmdNI6i6v29PMC/images/083335794d95.png?fit=max&auto=format&n=RHnmdNI6i6v29PMC&q=85&s=38fb9163ccf3f9b133250f2b700ff44e" alt="Screenshot 2025-02-27 at 16.40.23" width="688" height="243" data-path="images/083335794d95.png" />

#### Adjusting the Schedule Settings

Enable multiple submissions by ticking the appropriate checkbox. This allows test participants to complete the survey multiple times, ensuring sufficient data is collected for dashboard analysis.

<img src="https://mintcdn.com/honestly/v8QEGCLIran8sb1T/images/400bff599fd3.png?fit=max&auto=format&n=v8QEGCLIran8sb1T&q=85&s=144b0a5a95ca9468871fa1e2d7bf14f7" alt="Screenshot 2025-02-27 at 16.41.37" width="315" height="54" data-path="images/400bff599fd3.png" />

#### Activating the Test Survey

1. Click **Go to Activation**.

2. Choose to **activate immediately** or **schedule activation and deactivation** for a later time.

3. For manual deactivation, monitor the test results and deactivate once testing is complete.

### Viewing Test Results in the Dashboard

#### Creating a Dashboard

1. Navigate to the **dashboard section** and select **Add Dashboard**.

2. Name the dashboard (e.g., *Survey Test Dashboard*).

3. Select the **original survey as the data source** for this dashboard as our duplicate was derived from it.

4. Click **Add**.

#### Filtering the Dashboard for Test Results

1. In order to only see the results of the test survey, apply a **survey filter**.

2. Select the test survey from the drop-down list.

3. The dashboard will now display only test survey results.

**Caution:** Before launching the actual survey, be sure to delete the test survey to prevent test data from interfering with real survey results.

1. Go to the **Survey Section**.

2. Locate the test survey and click the **Delete** option on the right side.

### Related articles

* [How do I create a new survey?](/help/surveys/create-new)
* [How can I adjust the anonymity of my surveys?](/help/surveys/adjust-anonymity)
* [What do surveys with Honestly look like?](/help/before-you-begin/survey-preview)
* [How do I create and use my own template?](/help/surveys/custom-template)
* [How do I (de)activate a survey?](/help/surveys/activate-deactivate)


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