Transferring Surveys to User Accounts

Transferring surveys from one user account to another allows different users to work on and issue the same surveys. This is useful if you have more than one person working on a survey campaign.

Sharing Surveys to Different User Accounts

To share a survey:

  1. In the Account drop down menu in the black navigation bar, select User Accounts.
  2. Click Settings next to the user who created the survey.
  3. Under Edit User, select Surveys.
  4. To the left of each survey you wish to transfer, check the box, then click Transfer to Another User.
  5. Use the User drop down menu to select the person you wish to share the surveys with.
  6. Click Yes.

The shared surveys will now appear on the Surveys page of the second user.

Important. Email Invitations cannot be transferred along with surveys. If you have a Survey with an incomplete or scheduled Email Invitation associated with it, you need to delete the Invitation before transferring the Survey.

Was this guide helpful?