Manage Surveys

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.

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, the table view surfaces a bit more informations though, such as the most relevant timestamps.

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.

Edit, 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

Folders

Many of our customers start with only a handful of surveys, but rapidly expand usage of Refiner to a multitude of survey campaigns..

In such a case, 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.