Managing Surveys
The Surveys section is your central hub for all feedback collection activities. View survey status, manage responses, duplicate successful surveys, and keep your feedback programs organized.
Watch: Managing your surveys (1:45)
Survey List View
Search & Filter
Use the search bar to find surveys by name or description. Filter by status (Active, Draft, Completed, Scheduled) to focus on specific survey types. The sort options let you order by date created, response count, or alphabetically.
Survey Cards
Each survey displays as a card showing key information:
- •Title & Description: The survey name and optional description
- •Status Badge: Active (green), Draft (gray), Completed (blue), Scheduled (yellow)
- •Response Count: Number of responses and completion rate
- •Last Updated: When the survey was last modified or received a response
Quick Actions Menu
Click the three-dot menu on any survey card to access quick actions without opening the full survey detail page. Available actions depend on the survey status.
Survey Actions
View Results
Click any survey card to open the detail view. Here you'll find response statistics, individual responses, extracted themes, and distribution options all in one place.
Edit Survey
Draft surveys can be fully edited. Active surveys allow editing the title and description, but questions are locked to preserve response integrity. Create a new version if you need different questions.
Duplicate Survey
Create a copy of any survey including all its questions and settings. Perfect for running similar surveys to different audiences or creating periodic follow-up surveys with consistent questions.
Archive or Delete
Archive surveys to remove them from your active list while preserving all data. Archived surveys can be restored anytime. Deleting a survey permanently removes it and all associated responses.
Survey Detail View
Overview Tab
Response statistics, completion rate, response timeline chart, and survey link management.
Responses Tab
Individual response cards with original answers and AI follow-up conversations.
Themes Tab
AI-extracted insights from this survey with validation status and sentiment analysis.
Settings Tab
Configure access control, due dates, reminders, and advanced survey options.
Survey Management Tips
- •Use descriptive names that include the date or audience for easy identification
- •Archive completed surveys to keep your active list clean and focused
- •Duplicate successful surveys as templates for future feedback collection
- •Use Series for recurring surveys instead of creating new ones each time