Viewing and Managing Surveys

The My Surveys Page is your main portal for accessing and managing your Surveys.

It’s accessible from anywhere in the app via the black navigation bar at the top of the page.

Using the My Surveys Page

A quick run-down of the elements on the page

Display Settings

This allows you to create a custom default view for the page that will be used each time it loads. You can set your desired folder and sorting order for the page. For more details, see the Display Settings guide.

Create New Survey

Click this to start creating a new survey.

Browse Surveys

This box allows you quickly filter the survey list to show all surveys, Favourites, or (Business and Enterprise users only) Surveys that have been shared with you by other users.

Browse Folders

This box allows you to quickly browse all survey folders that have been created on your account. You can also search for a folder and create a new folder. Choosing “Uncategorised Surveys” will display all surveys that have not been placed in a folder.

Survey List

This is the main area where you can interact with surveys.

Above the list is an “Organise Surveys” button. Use this and follow the instructions to sort your surveys into folders. There is also a search box where you can search surveys by name.

The Status, Survey Title, Date Created, Last Modified, and Responses icon (grey arrow) can be clicked to sort the list by each criterion.

Each row of the survey list has the same features, which are:

  • Survey Title – Click this to go to the survey’s design page.
  • Grey Star (Appears on Mouseover) – Click to set survey as a favourite.
  • Design / Collect / Results icons – go directly to these pages for this survey.
  • Options dots (…) – Click these to see additional options. They are:
    • Design / Collect / Results / Preview icons – go directly to these pages for this survey
    • Edit Title – Edit the survey title or nickname without opening the survey
    • Settings – Directly access the survey settings
    • Create a Copy – Copy the survey as a new survey. Responses are not copied.
    • Move Survey – Moves the survey into a folder via the Organise Surveys option
    • Clear Responses – Remove all responses from the Survey. Cannot be undone. Use with caution.
    • Delete Survey – Deletes the Survey and all its responses from the account. Cannot be undone. Use with caution. 

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