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How do I transfer/export surveys between accounts?

Both Professional and Basic subscribers can move or copy surveys into a Professional account. This is done by clicking on the [Transfer Survey] button located in the My Account section.

Remember the following when it comes to transferring surveys:

  • The receiving account must be a Professional one.
  • Use the [Move] option if the link is to remain the same and the responses are to stay with the survey.

 

Step 1:

Click on the [My Account] tab in the header bar. This opens the Account Summary page.

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Step 2:

Select the [Transfer Survey] button on the left side of the page:

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  • Enter the username of the account into which you are transferring the survey.
  • Next, select the survey title from the dropdown menu and choose either the [Copy] or [Move] button. This places the survey into the chosen account.

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 Important: NOTE: Transfer Functions

Copying a survey does not copy the collectors or responses. It only copies the design. (*Logos do transfer!) You must use the [Move] button if you want the collectors and responses to stay intact.

Custom Themes do not transfer:

  • All surveys have the default theme applied when transferred.
  • If you have customized a theme, it does not transfer. It must be recreated again in the new account. An applied default theme must also be reselected on transferred surveys.