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Surveys: list, builder, reports, and live links

See all your surveys in one place, filter and search, open the builder or analytics, and manage draft, active, and paused surveys.

Overview

Open Surveys from the sidebar. The main screen shows a search box, a status filter, Data mapping, Create survey, and a sortable table of surveys.

What you can do here:

  • Find surveys — search by name; filter by All, Active, Draft, or Paused

  • Open Data mapping — configure URL parameters for integrations (see Data mapping for survey URLs)

  • Create a survey — opens Survey builder for a new draft

  • Open analytics or keep editing — row actions and row clicks route to Survey reports or Survey builder as described below


Opening the builder, reports, or live survey

Click a row (outside the actions):

  • If the survey is Draft and has no published version yet, you go to Survey builder.

  • Otherwise you open Survey reports for that survey.

Actions (icons on the right):

Control

What it does

Edit (pencil)

Opens Survey builder for this survey.

Reports (chart)

Opens Survey reports. Hidden for a brand-new draft that has not been published yet.

Open live survey (external link)

Opens the public survey URL in a new tab. Hidden for that same brand-new draft case.

More (⋯)

Duplicate, Pause or Activate (depending on status), and Delete.

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