Manage Your Surveys

You can create surveys for new partners during sign-up or joined partners. Once you've created surveys, you can then view, filter, edit, and delete them as needed. You can also retrieve a link to share your survey.

View your surveys

1. From the left navigation menu, select [Engage] → Partners → Surveys.
2. Use the search bar and the filter options to search your surveys. See the Filter reference below for more information.

   

Filter reference

Filter	Description
Search bar	Filter your surveys by searching for their name or ID.
Partner	Filter by the partner to whom the survey was sent.
Status	Filter by the survey's status. Statuses include: • Active • Upcoming • Expired

View survey responses

1. From the Surveys screen, hover over a survey for which you want to see the responses, then select View Responses.

   • The view response option will only appear if the survey has recorded responses.
2. View the responses as well as other partner details for each question.

Question details reference

Field	Description
Partner ID	The partner's unique identification number.
Partner	The partner's name.
Response date	The date on which the partner responded.
User Email	The partner account user's email address.
Response	The partner's response to the question.

1. To download your survey's responses as a .csv file, select [Download] in the upper-right corner.

Edit a survey

Note: You can only edit a survey if it has not yet recorded any responses. Once a response has been received, the survey can no longer be modified to ensure the integrity of the collected data.

1. From the Surveys screen, hover over a survey you want to edit that has no responses, then select [More] → Edit.
2. Edit the fields that you want to change.

   • Select [Edit] to edit survey questions or [Move] to rearrange the questions.
3. Optionally, select Preview Survey to see how your edits will look.
4. Select Save.

Delete a survey

1. From the Surveys screen, hover over a survey you want to delete, then select [More] → Delete.

   • If the survey has no responses, select Delete.
2. Read the warning message and select OK.

Warning: All your response data will be deleted and the survey will no longer be available to partners.

Retrieve a survey link

Retrieve a link to your survey and share with your joined partners.

1. From the Surveys screen, hover over the survey from which you want to get a link, then select [More] → Copy Link.
2. From the modal, select Copy Link.

   • You can only generate a survey link if your survey is active.
   • If you've restricted your survey to specific partners, only those partners will have access to your survey through the link.