Surveys

Search for survey

Enter the name of a survey to filter displayed surveys. 

Create a new survey

Click to create a new survey.

For more information, see Creating a survey.

Hide published (#) / Show published (#)

• Click Hide published (#) to hide all published surveys. 

• Click Show published (#) to display all published surveys. 

Hide draft (#) / Show draft (#)

• Click Hide draft (#) to hide all draft surveys. 

• Click Show draft (#) to display all draft surveys. 

Hide archived (#) / Show archived (#)

• Click Hide archived (#) to hide all archived surveys. 

• Click Show archived (#) to display all archived surveys. 

Share 

Share the survey with all users who have access, all users who have not completed the survey, and specific available recipients

To share a survey:

1. Click Share.
   The Share popup appears.

2. Select one of the following options:

   • All users with access: Shares the survey with all users selected in the User access section of the Access screen. 

   • All users who have not replied: Shares the survey with all users selected in the User access section, who have not completed the survey.  

   • Specific available recipients: Select one or more specific users you have given access to in the User access section. 

3. If you have selected Specific available Users,in the Add user(s) name herefield, enter the name of one or more users.

4. If necessary, in the Add a personal message (optional) field, enter a message to be sent to users with the event notification they will receive.
   The notification each user receives depends on their individual notification settings

5. To share the survey, click Share.

   The survey is shared. 

Copy to clipboard

Click to copy the survey's URL to the clipboard. 

Report

Generate CSV reports containing user information for the survey. 

For information, see Creating a report for a survey. 

Make copy

Make a copy of the survey. 

To make a copy of the survey:

1. Click the make copy icon. 
   The copy survey popup appears. 

2. If necessary, in the Please write title for survey copy field, edit the survey title. 

3. Click Confirm. 
   The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings.

   
   

Click Show draft (#) to view draft surveys.

Archive

Archive a survey that is not currently in use.

Click to add the survey to the archived surveys list. 

To unarchive a survey, in the archived surveys list, click the corresponding Unarchive button. 

Access 

Edit the access permission settings for the published survey.

Activate

Activate the survey.

Important

After a survey has been published, you must manually activate the survey by clicking the toggle.

Edit 

Click to edit the survey details such as name, description, and questions. 

For more information, see Creating a survey. 

Make copy 

Make a copy of the survey. 

To make a copy of the survey:

1. Click the make copy icon. 
   The copy survey popup appears. 

2. If necessary, in the Please write title for survey copy field, edit the survey title. 

3. Click Confirm. 
   The copy appears in the drafts list. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings.

Click Show draft (#) to view draft surveys.

Archive 

Archive a survey that is not currently in use. 

Click to add the survey to the archived surveys list. 

Access 

Edit permissions settings for the published survey.

Delete 

Delete a draft survey. 

To delete a draft survey:

1. Click the Delete icon. 
   The Are you sure? popup appears. 

2. Click Delete.
   The survey is deleted. 

Publish

Click to publish the survey. 

Report

Click to generate a CSV report containing user information for the survey. 

For information about how to create survey reports, see Creating a report for a survey. 

Make a copy

Make a copy of the survey. 

To make a copy of the survey:

1. Click the make a copy icon. 
   The Copy survey popup appears. 

2. In the Please write title for survey copy field, enter a title for the copy. 

3. Click Confirm. 
   The copy appears in the drafts list. The copy appears at the top of the draft surveys list. All settings and configurations are copied except for User access settings.

Click Show draft (#) to view draft surveys.

Delete

Delete a draft survey. 

To delete a draft survey:

1. Click the Delete icon. 
   The Are you sure? popup appears. 

2. Click Delete.
   The survey is deleted. 

Unarchive

Click to unarchive the survey.