Creating and Managing Survey Folders

Folders are a useful way of keeping surveys organised. You can use folders to archive completed surveys, and also to set surveys as templates for future use.

Creating a New Folder

  1. Go to My Surveys
  2. Next to Browse Folders to the left of the screen, select the + icon to create a new folder
  3. In Folder Title type the name of the new folder
  4. Under Template Folder, you have four choices:
    • Survey Folder (default) - used to organise survey folders (leaves the new folder as a standard survey folder)
    • Survey Templates - surveys appear as templates in the Create New Survey tab
    • Survey Templates (sub-users) - for team plans with multiple users
    • Archived - folders that are archived will not appear in the All Surveys list
  5. Click Save

NOTE - If you place a shared survey (One that has had access shared between accounts via the user permissions functions) into an "Archived" folder, it will no longer appear in the survey list for the users who have been given permissions to it.

To Pin, Delete, Or Edit a Folder

In the Browse Folders list, hover your mouse over the folder name which brings up the three dots (...) icon and click on the three dots. The following options will appear - click on what you want to do:

  1. Pin to Top - move this folder to the top of the list
  2. Edit Folder - change the folder's name or type
  3. Delete Folder - a pop-up window will appear asking if you are sure you want to delete this survey folder - type DELETE into the box provided to confirm (we suggest you double check that deleting the folder is what you want to do as once deleted, surveys cannot be reinstated). Click on Yes, Delete This Folder

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