Managing Surveys

In this article

Suggested next article: Editing 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 surveys.

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

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Managing your survey cards

The Surveys index displays cards in three states:

1 Unpublished Surveys under development
2 Published Active surveys → with Copy survey link buttons to enable distribution
3 Closed Inactive surveys → that will not collect new responses, unless reopened

Furthermore, Published and Unpublished survey cards open to different places

Unpublished cards Zip you to a survey editing page for continued revision and publication (See Creating & Editing Surveys for all the details)
Published cards

Pop open the Results page where you can:

  1. Edit a published survey → in a limited way
  2. Copy and distribute a survey link
  3. Export and share survey results
  4. Create and Share Reports

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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:

1 Survey takers will not see the name
2 Each survey will start with a default name, which is the date the survey was created — ex. New survey 2021-04-01

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 works with: Auto-advance doesn't work with:
Numeric scale questions Open text questions
Graphic scale questions Multiple select questions
Multiple choice questions Multiple choice questions where the respondent chooses "Other"

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.

As you duplicate, you’ll copy . . .
  • The survey’s questions → but not the responses
  • The order of the survey questions
  • The Welcome message
  • The Thank you message
  • The existing name of the survey → with “Copy of . . .” appended to name

To duplicate a survey:

1

Open your Surveys index → and scroll to your target survey card

2
Click the ellipsis menu
3
Pick Duplicate
4
Rename the duplicate survey → ex. “Q2 Customer Experience Survey”

Update your tired old survey with a fresh duplicate

Revamping a survey that has served you well can be a real timesaver. Duplicating creates an unpublished version of the survey. This means you can edit and change it in any way you like! (See Editing Surveys.) 

A note: Simply remember to replace the old link with the updated survey's link throughout your distribution scheme.

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Deleting a survey

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

However, you can't delete Published surveys, and with good reason. They have likely collected responses, so deleting them would trash your response data. 

To delete an unpublished survey:

1
Open your Surveys index → and scroll to your target survey card
2
Click the ellipsis menu
3
Choose Delete
4
Click Yes, delete survey

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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. And, 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
Scroll to any survey you would like to close
2
Tap the ellipsis menu on its card
3
Pick Close
4
Click Yes, close survey
5
Scroll down to see your survey in the Closed section of the index
What will respondents see when they click a closed survey link?

If you close a survey, consider removing its link from your distribution points, otherwise respondents will encounter the following message when they try to take the survey. (This message is customized with your logo.)

Opening a closed survey

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

To reopen a closed survey:

1
Scroll down to the Closed section of the Surveys index
2
Tap the ellipsis menu on any closed survey card
3
Pick Open
4
Click Yes, open survey
5
Scroll up to see your survey at the top of the open Surveys list

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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:

1 Results tab Export a complete summary of your data, including counts for each answer choice for every question
2 Responses tab Export every individual response with the exact answers to each question

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

About sharing your results link

Paste you link into messages, social media, email, Slack — you name it. Apps that are oEmbed enabled will display a visualization of your results without having to click the link. 

How handy is that!

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