---
title: Survey settings
description: Set up automatic reminders, default values and survey emails, and consult the module’s activity log.
url: "http://illizeo.com/en/centre-aide/surveys-settings/"
updated: "2026-11-11"
category: "Surveys & Engagement"
---

# Survey settings

Survey settings define the rules shared by every survey in your workspace: automatic reminders, the emails sent to participants, the values offered when a survey is created, and the log that records every action in the module. They are under **Settings › Surveys**, on three screens: **Configuration**, **Emails** and **Audit**. This article presents each of them. It is intended for administrators; HR staff and auditors will find what they can consult.

## Before you start

- The **Settings** pages require access to the Settings menu, reserved by default for the administrator, on top of each screen’s own permission.
- **Configuration**: the **Config — Defaults (duration/lang/visibility)** permission opens the screen; the **Execute** tier is needed to save. Without that tier, the screen says “You don’t have permission to edit this configuration.”
- **Emails**: **Emails — Preview (invite/reminder/thanks)** to view, **Emails — Configure (times/batch/reply-to)** at the Execute tier to edit. Only the administrator holds them.
- **Audit**: **Audit — Activity log** (Administrator, HR Manager, Auditor).
- The module’s permissions are not set here, but in **Roles & permissions**.

## Configuration

Open **Settings › Surveys › Configuration**. The **Survey configuration** screen brings several cards together; the **Save** button, top right, saves all your changes at once (“Saved!”).

![Survey configuration screen: the Reminder frequencies card with the Active switch, the reminder timeline from Launch to Close, four reminders of which two are active at 3 and 7 days, the Add a reminder (4/6) link, the Send time 9:00 AM, the Batch size 50 emails/batch and the Exclude respondents option; below, the Default settings (Confidential, threshold 5, duration 30 days, language French, display After survey closes, two switches), Automatic emails (invitation, reminder and thank-you, each with Preview, then the sender and reply-to addresses) and Survey access cards, the last one with the Edit in Roles & permissions link and its content still loading; at the bottom, the Summary strip.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/sondages-15.en_-scaled.png?resize=800%2C822&quality=80&ssl=1)
Reminders, default values and automatic emails, on a single screen.

### Reminder frequencies

1. The **Active** switch at the top of the card turns all automatic reminders on or off.
2. Each **Reminder N** row has its own switch and number of days. Change the number, turn a reminder off without deleting it, or remove it with the cross.
3. Add a reminder with **Add a reminder**, up to six. The **Reminder timeline** places the active reminders between launch and close.
4. Set the reminders’ **Send time**, the **Batch size** (maximum number of emails per sending) and the **Exclude respondents** option, which avoids reminding people who have already answered.

These reminders apply to surveys that do not have their own list of reminders. Active reminders are also offered by default when a survey is created.

### Default settings

These values pre-fill the creation wizard; each survey can then depart from them.

- **Default confidentiality**: **Confidential** or **Visible**, and the **Minimum confidentiality threshold** as a number of responses.
- **Default duration (days)**: the gap offered between opening and closing.
- **Default language**: the language of automatic emails (invitation and automatic reminders).
- **Results display**: **After survey closes**, **Real-time** or **Manual publication** — see [Reading results and generating reports](https://illizeo.com/en/centre-aide/surveys-reading-results-and-generating-reports/).
- **Allow going back to previous questions** and **Randomize question order**: how the questionnaire behaves for participants.

### Automatic emails

- Three switches control the **Invitation email** (sent at survey launch), the **Reminder email** and the **Thank-you email** (sent after completion).
- **Preview** opens a preview of the matching email.

### Survey access

This card reminds you that the module’s permissions are set in the roles matrix. The **Edit in Roles & permissions** link opens that matrix.

### Summary

The bottom strip summarises the configuration: active reminders, send time, confidentiality, duration and emails turned on.

## Emails

Open **Settings › Surveys › Emails**. The **Survey emails** screen presents the three emails sent to employees.

![Survey emails screen: the three cards Invitation (selected, sent when survey launches), Reminder (sent to non-respondents) and Thank you (sent after completion), the Français and English language tabs with Français selected, the Edit content button, the Save and Automatic emails buttons, then the preview of the invitation email in French with its subject, its banner, its text and the practical information box.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/sondages-16.en_-scaled.png?resize=800%2C599&quality=80&ssl=1)
The invitation email preview, here in French.

1. Choose the email: **Invitation**, **Reminder** or **Thank you**.
2. Choose the language: **Français** or **English**. The preview shows the email’s subject and body. The values displayed (first name, dates, duration) are samples: they are filled in automatically at send time, from the survey and the recipient.
3. Click **Edit content**. You can edit the **Subject**, the **Main title**, the **Subtitle**, the **Paragraphs** (separate them with a blank line), the **Button label** and the **Confidentiality note**. The layout stays fixed.
4. For a field, **Translate** opens its entry in each language, with **Copy from the other language**.
5. Click **Save**. The message “Saved” confirms it.

The **Automatic emails** button takes you back to the configuration, where you turn each sending on or off.

## The activity log

Open **Settings › Surveys › Audit**. The **Activity log** traces actions taken in the module, most recent first.

![Activity log screen: the note Full history of actions on the Survey module · 4 entries, the search, the All, survey_update, Launch and Create action filters, then a table of four rows with the date and time, the user Sophie RENAUD, the action, the target Baromètre du travail hybride — novembre 2026 and the detail of the action.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/sondages-17.en_-scaled.png?resize=800%2C244&quality=80&ssl=1)
Who did what, when, and on which survey.

- The table gives the **Date & time**, **User**, **Action**, **Target** and **Detail**.
- The log records in particular the creation, editing, launch, closure and deletion of a survey, manual and automatic reminders, publication of results, exports, generated reports, configuration and email changes, and the preparation of a recurring survey’s next cycle.
- Search with **Search…** and filter by action type with the buttons offered. The counter shows the number of entries displayed.
- Employees’ answers do not appear in it.

## Good to know

- The settings apply to the whole workspace; each survey can then adjust its confidentiality, dates and reminders.
- The activity log can be consulted, not edited.

## Frequently asked questions

### Why does the Save button do nothing?

Saving the configuration requires **Config — Defaults (duration/lang/visibility)** at the Execute tier. Without it, the screen is read-only.

### Can I write the emails in German or Italian?

The screen offers French and English. The language of automatic emails is chosen in the **Default settings**.

### Where do I give a manager the right to send reminders?

In **Roles & permissions**: grant the role **Tracking — Remind non-respondents** at the Execute tier. See [Tracking responses and sending reminders](https://illizeo.com/en/centre-aide/surveys-tracking-responses-and-sending-reminders/).

### *Similaire*