NEW - How to edit a checklist?

This article explains how to edit a checklist that has already been shared.

Raouaa avatar
Written by Raouaa
Updated over a week ago

You have shared a checklist to gather data but would like to edit it. You can edit the following:

  • The sharing options of the checklist

  • The settings of the checklist

Editing the sharing options of the checklist

  1. On the Overview page of the campaign, click on the edit button as shown below.

2. You can then edit the sharing options of your campaigns similarly to how it is explained in the article about sharing a checklist:

  • Edit the respondents

  • Edit the stores

  • Edit the objective

  • Edit the analysts and owners

3. Once you're satisfied with your edits, you can share the checklist again.

Editing the settings of the checklist

  1. On the Overview page of the checklist, click on the Settings button

2. Edit the settings of the checklist. You can edit:

  • Notifications

  • Response edition

  • Tag management

  • Email responses history

  • Form translations

3. Once you're satisfied with your edits, click the OK button.

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