Manage Surveys

On this page

Introduction

The Surveys List is where you’ll find all your surveys in one place. It’s where you can create a new survey, manage existing surveys, as well as getting quick access to survey response lists and ad-hoc dashboards.

Edit, publish, duplicate, delete, …

Next to each survey you’ll find an action menu (“⋮” icon). The menu gives you access to the following options:

Edit Survey
Copy survey link (Survey pages only)
Move to folder (see below)
Archive
Duplicate

Quick access to responses and stats

The Surveys List gives you also access to ad-hoc lists and dashboards for each individual survey. Clicking on the response count icon will open the Survey Responses page filtered to the given survey. Clicking on dashboard icon will create an ad-hoc dashboard for the survey where you’ll find all important stats.

Cards vs Table view

The Surveys page allows you to switch between a “Card” and a “Table” view.

While the Card view works better with a handful of surveys, the Table view is a better fit when are managing many surveys. Both views offer the same functionalities.

Filter and sort surveys

You’ll find different filter and sorting options in the top navigation bar. You can filter the survey list by “State” (Published, Draft, Archived), as well as by the survey type.

You can also sort surveys by their name (default), the creation date, the publication date, the last survey response date, as well as their response count.

Organize surveys in folders

While most customers start with only a handful of surveys, expanding usage of Refiner to a multitude of survey campaigns and use cases is very common amongst our most successful customers.

For those customers, managing all surveys in a single list quickly becomes quite difficult. This is why we’ve added a folder system that allows them to better organize their surveys. Survey folders are especially useful when you are managing different types of surveys (e.g. Customer Satisfaction and Product Research) within one environment.

To better organise your surveys, you create folders in the top navigation of the survey list. You can also create a new folder when selecting “Move to folder” in the action dropdown of each survey.

Like on other pages, clicking on the top headline reveals a navigation menu which allows you to quickly switch between your folders.

The best way to contact us and get help is to fill out our support form. You can also send an email to contact@refiner.io. We usually reply within a few hours.