Using Folders to Organise Surveys

Folders are a useful way of keeping surveys organised.

You can use this feature to:

  • Store surveys on similar topics together
  • Organise surveys by campaign, launch date or completion date
  • Archive completed surveys
  • Reuse surveys as templates

Creating a New Folder

  1. Go to My Surveys 
  2. Next to Browse Folders to the left of the screen, click on the + icon to create a new folder
  3. In Folder Title, type the name of the new folder
  4. Under Template Folder, you will find three choices:
    • Survey Folder (default) - sets the new folder as a standard folder
    • Survey Templates - all surveys in here will appear as templates in the Create New Survey tab
    • Survey Templates (sub-users) - for use with Team Plans with more than one user
    • Archived - this action will archive folders and surveys will not be visible in My Surveys
  5. Click Save to create your new folder

For information about creating or managing your folders see Creating and Managing Survey Folders

Moving Surveys Between Folder

  1. Go to the Settings page of your survey
  2. Under Survey Settings in the menu on the left, select General
  3. In Survey Folder, use the drop-down menu to select your folder
  4. Click Save Changes

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