Managing Surveys

In this article

• Opening the Surveys index.
• Managing your survey cards.
• Copying and distributing a survey link.
• Adjusting survey settings (name, description, auto-advance).
• Duplicating a survey.
• Deleting survey Drafts.
• Closing and reopening a survey.
• Exporting and sharing results.

Suggested next articles: Editing Surveys and Collaborating on Surveys.

Opening the Surveys index

Every survey will have its own card in your Surveys index. The cards let you reopen, edit, rename, and otherwise manage your growing list of published, draft-unpublished, and closed surveys.

To open the Surveys index, click the My surveys button.

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Managing your survey cards

Surveys are so easy to create that you won't be able to stop! Fortunately, it’s just as easy to keep them organized!

Your Surveys will be categorized into these three states:

Click on any card to reopen that survey. 

Clicking a "Closed" survey simply zaps you back to whatever state the survey was in when you closed it. 

However, "Published" and "Draft" survey cards open to different places: 

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Copying and distributing a survey link

After publishing your survey, copy and distribute the link to your respondents. Email it, post it, message it, Slack it; use it wherever and whenever you wish! 

There are two convenient places to copy a survey link. Either:

1

Click Copy survey link → from the Surveys index card

2

Click Copy survey link → from the survey’s Results page

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7. Adjusting survey settings (name, description, auto-advance)

Every survey needs a name! Two things to know about survey names:

Chances are, you’ll want to rename your survey, perhaps more than once! Plus, you can add an optional description to give the survey context. Both the name and the description appear on the Survey card in the index. 

The name Settings can be changed in two places: From the Survey editing page (as explained in the next set of steps) or from the Survey index card itself (as marked above). 

To rename a survey and add a description from the Survey editing page:

1

Open the survey from its survey card

2

Select the Survey name menu → found at the top of the page

3

Pick Settings

4

Enter the new name → ex. “Satisfaction survey”

5

Add an optional description → ex. “5 stars”

6

Click Save

Disabling auto-advance

By default, surveys will progress from one question to the next without the respondent needing to click the "next" button due to our auto-advance feature. This makes it easier for respondents to move through the survey quickly!

Auto-advance is set at the survey level and is turned on automatically. To disable auto-advance for a given survey:

1

Open your survey editing page

2

Click the survey name at the top of the page and choose Settings

3

Toggle the auto-advance option to "off"

You can also make these changes from the three dots menu in the survey index.

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Duplicating a survey

Duplication creates a fresh, unpublished copy of a survey that can be modified in any way you like. It will automatically be placed under your "Drafts" tab.

To duplicate a survey:

1

Open your Surveys index 

Note: Any Published, Draft/Unpublished, or Closed survey can be duplicated

2

Click the ellipsis menu on your target survey card

3

Pick Duplicate

4

Click Settings and rename the duplicate survey (ex. “New Product CES") → then click Save 

5

Look for your new survey in the "Drafts" section of your index

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Deleting survey Drafts

Because they haven't collected responses, you can always delete "Drafts" or unpublished surveys. Deleting removes them entirely. There’s no recovery after you confirm the decision to delete! 

Can I delete Published and Closed surveys?

No!

You can't delete Published or Closed surveys, and with good reason — they have likely collected responses already. Deleting them would trash your response data. (Not a good thing.)

Closing a Published survey will place it in an archive for future reference, or even future use.

To delete an unpublished survey:

1

Open your Surveys index → open your "Drafts" → and scroll to your target survey card

2

Click the ellipsis menu

3

Choose Delete

4

Click Yes, delete survey → (then click "Drafts" again, just to make sure its gone and out of your life forever!)

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Closing and reopening a survey

Once a survey has been published, it can't be deleted. However, you can close a survey and stop response collection — then reopen it later if you want to start collecting responses again. 

You can continue viewing its results and generating reports, even in its closed state.

To review, closing a survey:

• Entirely stops data collection
• Doesn’t delete the survey or its feedback
• Places the survey in the Closed section of the Survey index 

To close an active, published survey:

1

Open any survey Published survey that you would like to close

2

Tap the ellipsis menu

3

Pick Close

4

Click Yes, close survey

5

Click "Closed" → to see your survey is safely in the Closed section of the index, where it can do no harm

Opening a closed survey

Reopening a survey will allow it to start collecting responses again.

To reopen a closed survey:

1

Click the Closed section on the Surveys index

2

Tap the ellipsis menu on any closed survey card

3

Pick Open

4

Click Yes, open survey

5

Click the Published tab → to see if your survey is now happily at the top of the published surveys list, causing all sorts or mischief no doubt!

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Exporting and sharing results

Exporting results

Exporting will send a complete copy of your results to the email address associated with your account in a CSV file. CSV is shorthand for comma-separated values—a very common spreadsheet format, compatible with every major spreadsheet app (ex. Excel, Sheets, Numbers, and more).

There are two export locations that download different sets of results:

To export your data:

1

Open the Results page → by clicking the survey's index card

2

Click either Results or Responses → and export either complete counts vs. individual responses as explained above

3

Click Export data

4

Close the Export requested box

Sharing a chart, comparison, or individual response

Sharing a single chart or individual response with stakeholders can be impactful. 

To share:

1

Click either the Results or Responses tabs

2

Click open your targeted visualization or individual response card

3

Click Share

4

Copy the link

5

Distribute the link

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