Managing Your Surveys
Use Cases:
To access the My Surveys page:
- Click the Zoho Survey logo in the upper-left corner of the page.
- If you're an Enterprise user, click the department you'd like to access. The My Surveys page will appear.
- To mark a department as default, select Default next to the department.
- You can perform the following actions on the My Surveys page:
Tags
- Edit survey name
- Duplicate survey
To add tags while editing the survey name:
- Click the survey name on the top banner.
- Type the required tags for the survey next to Add tag. Separate tags with space.
- Click Update. If you're on the My Surveys page, click Create.
To add tags while duplicating the survey:
- Hover over the survey you want to duplicate on the My Surveys page and click Duplicate.
- Type the required tags for the survey next to Add tag. Separate tags with space.
- Click Create.
Filter
- All: All of your surveys
- Published: All published surveys
- Drafts: Surveys that have been saved as drafts
- Closed: Surveys that have been closed
- Shared by Me: Surveys that you have shared with others
- Trashed: Surveys that have been moved to trash
To filter by tags:
, next to the tag.Search
Edit
To edit a survey:
- Hover over the survey name and click
. You'll be taken to the survey editor. - Edit the survey as per your requirement. Remember to save the changes on each page.
Duplicate
To duplicate a survey:
- Hover the mouse over the survey you want to duplicate and click
. - Type the new survey name.
- Type tags for this survey next to Add tag. Separate tags with space.
- Click Save.
Delete
to the right of the survey name to move that survey into the trash.To find deleted surveys:
To delete a survey permanently:
- Click the filter icon on the My Surveys page and select Trashed.
- Hover over the survey you want to delete and click
. A confirmation dialog box will appear. - Click Yes, Delete This Survey. You need to manually delete each survey.
Note |
To delete each survey, you need to manually repeat the above-mentioned steps. |
To restore a survey from trash:
- Click the filter icon on the My Surveys page and select Trashed.
- Hover over the survey you'd like to restore and click
. You need to manually restore each survey.
Note To restore each survey, you need to manually repeat the above-mentioned steps. |
Behaviours:
- Edits can be made to the survey name, category name and tags anytime by opening the survey.
- Surveys once deleted from the Trashed section cannot be recovered.
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