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Collaborative review

Review surveys before fieldwork

Let colleagues or clients try the questionnaire safely before real collection begins. A review round keeps comments beside the survey they refer to, and you can manage the whole workflow in the admin or with your AI assistant.

Start a review round

Create the round

Open Reviews, give the round a clear name such as “Client sign-off”, and choose how reviewers collaborate.

Prepare the preview

Add test data when the survey uses conditional paths, so reviewers can reach the cases that matter.

Invite reviewers

Add their email addresses. Each person receives a private invitation to the review preview.

Try asking your AI

“Create a private review round called Client sign-off and invite anna@example.com and joan@example.com.”

Choose how reviewers see each other

Collaborative

Reviewers see each other's comments and can build on the same discussion. This usually works best for an internal team.

Private

Each reviewer sees only their own comments, while the survey owner sees everything. Use this for independent opinions or mixed client and internal reviews.

What reviewers experience

Reviewers walk through the same questions and flow as a respondent, but their test answers do not create real responses. They can comment on the whole survey, a block, a question or a specific option, then mark their review as complete.

Comments stay attached to the survey version the reviewer actually saw. If you publish a newer version later, the original discussion still makes sense and remains part of the audit trail.

Make conditional paths reviewable

If the survey branches on contact data, URL parameters or variables, set representative test values before inviting anyone. Otherwise reviewers may only see the default path or reach the end without seeing any questions.

Use more than one deliberate test case when a survey has important edge paths. This lets the same round cover, for example, a new customer, a returning customer and someone who is not eligible.

Try asking your AI

“Which test values does this review need to exercise every conditional path?”

“Prepare one test case for a contact under 40 and another for a contact over 40.”

Work through the feedback

Replies stay threaded with the original comment, so the discussion does not scatter. When you have considered a comment, record what happened:

  • Applied means you made the requested change.
  • Rejected means you deliberately decided not to make it.
  • Resolved means it was handled another way or is no longer relevant.

If an applied change creates a new survey version, Dayalogs records where that change landed. Your AI assistant can summarize and suggest decisions, but applying or rejecting feedback always requires your explicit confirmation.

Try asking your AI

“Summarize the open review comments and suggest how to resolve each one.”

“Show me the wording change Anna suggested on the satisfaction question and ask before applying it.”

Choose when the round closes

Closing mode
Use it when
Manual
You want to close the discussion yourself.
All reviewed
The round should close after every invited reviewer has finished.
By date
The review has a fixed deadline.
Date or all reviewed
The first of those conditions should close the round.
Try asking your AI

“Has everyone finished reviewing? If they have, close the round.”