{"id":2025,"date":"2025-10-28T11:46:06","date_gmt":"2025-10-28T11:46:06","guid":{"rendered":"http:\/\/localhost:8091\/how-do-i-create-a-questionnaire-study-in-survey\/how-do-i-use-the-general-tab-in-survey\/"},"modified":"2025-10-28T11:46:06","modified_gmt":"2025-10-28T11:46:06","slug":"tab-general","status":"publish","type":"page","link":"https:\/\/www.uxtweak.com\/help\/survey-setup\/tab-general\/","title":{"rendered":"How do I use the General step in Survey?"},"content":{"rendered":"\n<p class=\"text-block\">This section covers how to use the General step to:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Name your study<\/li>\n\n\n\n<li>Set the language of your study<\/li>\n\n\n\n<li>Select a device to be tested on<\/li>\n\n\n\n<li>Choose whether and how the respondents have to identify themselves<\/li>\n\n\n\n<li>Protect your study with a password<\/li>\n\n\n\n<li>Set the ending conditions for the study<\/li>\n<\/ul>\n\n\n    <div class=\"video-block\">\n                    <div class=\"video-thumbnail\">\n                <img decoding=\"async\" class=\"thumbnail-image\" src=\"https:\/\/img.youtube.com\/vi\/zhV8JRahE2E\/mqdefault.jpg\" alt=\"Watch how to use General study settings\" \/>\n                    <button class=\"play-button\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M4 12V8.44002C4 4.02002 7.13 2.21002 10.96 4.42002L14.05 6.20002L17.14 7.98002C20.97 10.19 20.97 13.81 17.14 16.02L14.05 17.8L10.96 19.58C7.13 21.79 4 19.98 4 15.56V12Z\" fill=\"white\" stroke=\"white\" stroke-width=\"1.5\" stroke-miterlimit=\"10\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg>\n                    <\/button>\n                <\/div>\n            \n            <div class=\"video-content\">\n                                    <span class=\"video-title\">Watch how to use General study settings<\/span>\n                                                    <p class=\"video-description\">Localization, respondent identification. restriction of access with a password, automatic closing of your study, and more\u2026<\/p>\n                                                    <button class=\"watch-now-button\">Watch Now<\/button>\n                            <\/div>\n\n        <!-- Video modal for iframe -->\n        <div class=\"video-modal\" data-video-id=\"zhV8JRahE2E\">\n            <svg class=\"close-button\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\">\n                <path d=\"M4 20L20 4\" stroke=\"#fff\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n                <path d=\"M20 20L4 4\" stroke=\"#fff\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n            <\/svg>\n            <div class=\"video-modal-content\">\n                <!-- JS will inject iframe here -->\n            <\/div>\n        <\/div>\n    <\/div>\n\n    \n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-27-at-1.40.23-PM.png\" alt=\"General settings\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>General settings<\/h4>\n                                                    <p>Name your study and set the study language.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"name-your-study\" class=\"heading-block\" tabindex=\"0\">Name your study<a class=\"copy-link\" title=\"Copy link\" data-id=\"name-your-study\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Respondents don\u2019t see the study name displayed anywhere<\/li>\n\n\n\n<li>Use a name that helps you identify the study on the dashboard<\/li>\n<\/ul>\n\n\n<h2 id=\"set-the-language-of-your-study\" class=\"heading-block\" tabindex=\"0\">Set the language of your study<a class=\"copy-link\" title=\"Copy link\" data-id=\"set-the-language-of-your-study\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Language determines the language of the labels and headings in the study<\/li>\n<\/ul>\n\n\n<h2 id=\"select-a-device-to-be-tested-on\" class=\"heading-block\" tabindex=\"0\">Select a device to be tested on<a class=\"copy-link\" title=\"Copy link\" data-id=\"select-a-device-to-be-tested-on\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>You can restrict whether the study can be completed only on desktop, on mobile, or both<\/li>\n<\/ul>\n\n\n<h2 id=\"choose-whether-and-how-the-respondents-have-to-identify-themselves\" class=\"heading-block\" tabindex=\"0\">Choose whether and how the respondents have to identify themselves<a class=\"copy-link\" title=\"Copy link\" data-id=\"choose-whether-and-how-the-respondents-have-to-identify-themselves\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">Select one of the following respondent identification options:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Anonymous \u2013 The respondents don\u2019t have to identify themselves (default option)<\/li>\n\n\n\n<li>Email address \u2013 Demand that they provide their email before they begin<\/li>\n\n\n\n<li>Other \u2013 Ask for another identifier of your choice (e.g., name, screen name, internal company ID)<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">Unless the study is left anonymous, respondents won\u2019t be allowed to go forward until they identify themselves.<\/p>\n\n\n\n<p class=\"text-block\">The respondents\u2019 identification will be displayed next to their study results.<\/p>\n\n\n\n<p class=\"text-block\">If you selected Other identifiers, by enabling Allow duplicate identifiers, you can allow multiple respondents to use the same identifier (e.g., to identify members from the same group).<\/p>\n\n\n\n<p class=\"text-block\">By default, your study won\u2019t store the IP addresses of respondents. You can enable them with the Store respondent IP address option.<\/p>\n\n\n<h2 id=\"protect-your-study-with-a-password\" class=\"heading-block\" tabindex=\"0\">Protect your study with a password<a class=\"copy-link\" title=\"Copy link\" data-id=\"protect-your-study-with-a-password\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>No password \u2013 the study is open to anybody who has a link to it<\/li>\n\n\n\n<li>Private study \u2013 ask would-be respondents to enter a password first.<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">The password has to be between 1 and 250 characters long, with no additional demands on the type of characters.<\/p>\n\n\n\n<p class=\"text-block\">Don\u2019t forget to share the password with the intended respondents!<\/p>\n\n\n<h2 id=\"set-the-ending-conditions-for-the-study\" class=\"heading-block\" tabindex=\"0\">Set the ending conditions for the study<a class=\"copy-link\" title=\"Copy link\" data-id=\"set-the-ending-conditions-for-the-study\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">By finishing a study, you make sure that it stops collecting data from more respondents. You can finish a study both manually and automatically:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Manually \u2013 End the study anytime you want, without constraints<\/li>\n\n\n\n<li>Respondent limit \u2013 Automatically finish the study once it\u2019s been conducted with enough respondents.<\/li>\n\n\n\n<li>Closing date \u2013 Automatically finish a study once a deadline has been reached.<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">Even when you set a study to finish automatically, you can always finish it manually when you want to by clicking the Finish button.<\/p>\n\n\n\n<p class=\"text-block\">If a deadline is reached while some respondents are still working on completing the study, these respondents will be allowed to finish up.<\/p>\n\n\n<div class=\"callout-block\" tabindex=\"0\">\n            <span class=\"callout-title\">CAN I REOPEN A FINISHED STUDY?<\/span>\n            <div class=\"callout-content\">Once a study has been finished, there is no way to reopen it. Therefore, be careful about setting your finishing conditions or finishing the study manually so that you\u2019re absolutely sure you don\u2019t want to collect any more data in the same study afterward.<br><br>If you want to repeat the same study as the one you did in the past, you can opt to\u00a0<a href=\"https:\/\/www.uxtweak.com\/help\/creating-and-organizing-studies-from-the-dashboard\/\">clone<\/a>\u00a0the study project. You can either tweak it or leave it as is before you launch the project as a new study. (Clone can be done either from the dashboard or from the dropdown in the upper right corner).<\/div>\n        <\/div>\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-27-at-1.42.18-PM.png\" alt=\"Other general options\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Other general options<\/h4>\n                                                    <p>Decide whether and how you want to identify the respondents. Whether you want to protect access to the study with a password. Set rules for ending the study automatically.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n","protected":false},"excerpt":{"rendered":"<p>This section covers how to use the General step to: Select one of the following respondent identification options: Unless the study is left anonymous, respondents won\u2019t be allowed to go forward until they identify themselves. The respondents\u2019 identification will be displayed next to their study results. If you selected Other identifiers, by enabling Allow duplicate [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2004,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-2025","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/2025","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/comments?post=2025"}],"version-history":[{"count":6,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/2025\/revisions"}],"predecessor-version":[{"id":3250,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/2025\/revisions\/3250"}],"up":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/2004"}],"wp:attachment":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/media?parent=2025"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/categories?post=2025"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/tags?post=2025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}