Survey Management

Managing Surveys

Managing your surveys is easy with Zoho Survey. Find your surveys, apply filters, trash and restore them all in one place.

My surveys

How do I access the My Surveys page?

  1. Click the Zoho Survey logo in the upper-left corner of the page.
  2. If you're an Enterprise user, click the department you'd like to access. The My Surveys page will appear.
  3. To mark a department as default, check Default next to the department.

Perform the following actions on the My Surveys page:

Create a New Survey

You can create a new survey from the My Surveys page, too.

Create online surveys

 

Filter by Tags

Filter surveys by using tags and find surveys associated with the tags on the left pane of the My Surveys page.

 

Search

Find surveys easily by typing keywords into the search bar on the My Surveys page.

Create online surveys

 

View

Click a survey on the My Surveys page to view its summary.

Zoho Survey dashboard

 

Edit

Edit your surveys at any time. Remember, carefully crafted surveys will produce more accurate results.

 

How do I edit a survey?

  1. Hover over the survey name and click Create online surveys. You'll be taken to the survey editor.
  2. Edit the survey as needed. Remember to save the changes on each page.

 

Duplicate

You can copy a survey as many times as you'd like. Customize the survey name or use the one suggested by Zoho Survey.

 

How do I duplicate a survey?

  1. Hover the mouse over the survey you want to duplicate and click Create online surveys.
  2. Type the new survey name.
  3. Type tags for this survey next to Add tag. Separate tags with space.
  4. Click Save.

 

Preview

See how your survey will look on a computer desktop, tablet, or smart phone before you send it. Hover over the survey you want to preview and click Create online surveys.

Note: Published surveys will show Access Create online surveys instead of Preview. Click Access to see the live survey.

 

Publish

Publish a survey when you're ready to send it out.

Create online surveys

How do I publish a survey?

  1. Click Publish next to the survey on the My Survey page. You'll be taken to the Launch tab. If your survey has already been published, this screen will show the number of responses your survey has gotten so far.
  2. Click Responses to see the reports.
  3. Click Publish. You can also set restrictions and passwords for your surveys.

 

Trash

Use the Delete function to remove unused surveys. Deleted surveys are first moved to your Trash and can be restored later, if needed. You can also Delete them from your Trash to remove them permanently.

 

How do I move a survey to the trash?

Click Create online surveys to the right of the survey name to move that survey into the trash.

 

How do I see all of the trashed items?

  1. Click Create online surveys in the upper-right corner of the screen.
  2. Click Trashed. The filter will be applied, showing a list of trashed items.

 

How do I restore a survey from the trash?

  1. Click Create online surveys in the upper-right corner of the page.
  2. Click Trashed.
  3. Hover over the survey you'd like to restore and click Create online surveys. You need to manually restore each survey.

 

Delete Permanently

If you want remove a survey permanently, delete it from the trash.

 

How do I delete an item permanently?

  1. Click Create online surveys the upper-right corner of the page. 
  2. Click Trashed.
  3. Hover over the survey you want to delete and click Create online surveys. A confirmation dialog box will appear.
  4. Click Yes, Delete This Survey. You need to manually delete each survey.

 

Filter

Apply filters to manage your search results. When you apply a filter, Zoho Survey shows the filter that has been applied. Click Clear Filter to clear that filter.

You can apply the following filters on the My Surveys page:

  • 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

Filter survey

 

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Write to us: support@zohosurvey.com