Help / Surveys & Search Help

Default Survey Criteria

Default Criteria are criteria values that apply to everyone in your organization. These values are automatically applied when building a survey. You can configure Default Criteria by contacting a Winnow representative.

Default Criteria are meant to speed up your workflow since they apply to your specific institution and/or licenses. If you’d prefer to override these values, you can remove them individually from the Survey Criteria sidebar or all at once by clicking the Clear All link. If you change your mind and want to add them back, click Restore Defaults to reset the form to its original state.

Screenshot of a web interface titled 'Build a Survey' with form fields for product type, loan phase/subject matter, and jurisdiction, with selected jurisdictions including Arizona and California, and options to cancel or build the survey.