Send Copy
To send a copy of my survey to someone:
- Click Advanced Options on the upper-right side of the survey builder.
- Click Send Copy.
- Select To other users to send a copy of your survey to individual users.
- Enter the user's email address. An email will be sent to the user for approval. Once the user approves the request, the History section will show the list of users who have your survey.
- Click Send.
To send a copy of your survey to another department:
- Click Advanced Options on the upper-right side of the survey builder.
- Click Send Copy.
- Select To other departments to send a copy of your survey to an entire department.
- Click Send.
To view the history of the surveys you've copied:
- Click Advanced Options in the top right side of the survey builder.
- Click Send Copy.
- View the status of the transfers you've attempted in the History section.
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Related Articles
Can I email a survey to a specific set of people? Is it possible to make a duplicate copy of the survey to be sent to other groups?
You can send out the survey by using the Zoho Campaigns tool to a set of people and the responses will reach the reports section in the survey. You can send reminder emails also from Zoho Campaigns to people who haven't answered the survey. Also, ...Can I send out surveys from within CRM?
Yes, you can send out surveys from within CRM. Read more on this here.Can I use my own email address to send surveys?
You can use Zoho Campaigns or MailChimp to send surveys from your own email address.Can I transfer or copy one survey's data into another survey?
Sorry, it's not possible to transfer one survey's data into another survey. However, it is possible to copy the questions in one survey to another.Do the respondents have to be contacts in my CRM before I send out a survey?
Not necessarily. You can also send surveys to the contacts who are not present in your list, and later perform a sync to add them to CRM.