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Manage your surveys, pages, and forms

Search for, preview, edit, rename, move, and copy your surveys, pages, and forms.

Written by Gareth Burroughes

Find, preview, edit, rename, move and copy your surveys, pages and forms from the Surveys, pages, and forms list.

Before you start

  • You must have the Edit campaigns permission to edit, rename, move and copy surveys, pages and forms.


Search for a survey, page or form

  1. Go to Content > Surveys, pages, and forms.

  2. In the Search field, enter the name of your survey, page or form.

  3. Select the Search icon, or press Enter on your keyboard.


Preview a survey, page or form

Preview a survey, page or form to spot any issues before you publish it.

  1. Go to Content > Surveys, pages, and forms.

  2. Find the survey, page or form you want to preview.

  3. Select the Preview icon.


Edit a survey, page or form

You can edit a survey, page or form at any time, including after you publish it.

  1. Go to Content > Surveys, pages, and forms.

  2. Find the survey, page or form you want to edit.

  3. Select the Edit icon, or select its name.

  4. Make your changes in EasyEditor.

  5. Select Save.

If your survey, page or form is already live, republish it to apply your changes.


Rename a survey, page or form

  1. Go to Content > Surveys, pages, and forms.

  2. Select the checkbox for the survey, page or form you want to rename.

  3. Expand the More actions drop-down menu.

  4. Select Rename survey, page, or form.

  5. In the Give this page a name pop-over, enter a new name in the Page name field.

  6. Select Continue.


Move a survey, page or form

Move surveys, pages and forms to a different folder. You can move several at the same time.

  1. Go to Content > Surveys, pages, and forms.

  2. Select the checkbox for each survey, page or form you want to move.

  3. Expand the More actions drop-down menu.

  4. Select Move surveys, pages, and forms.

  5. In the Move to pop-over, expand the Select location drop-down menu and choose a folder.

  6. Select Move.


Copy a survey, page or form

You can copy a survey, page or form within the same account, or copy one or more to other accounts you have access to.

Copy within the same account

  1. Go to Content > Surveys, pages, and forms.

  2. Select the checkbox for the survey, page or form you want to copy.

  3. Expand the More actions drop-down menu.

  4. Select Copy survey, page or form.

  5. Enter a name for the copy.

  6. Expand the Page location drop-down menu and select a folder to store the copy in.

  7. Select Copy.

Copy to other accounts

Before you start:

  • The owner email of the account you're copying from must have access to the account you're copying to.

  • You must copy from within the account the content is in, so your user profile must have access to that account. Learn more in User access to accounts.

  • We copy the structure and design only. After copying, edit the copies to add any data field mappings or other account-specific details.

To copy to other accounts:

  1. Go to Content > Surveys, pages, and forms.

  2. Select the checkbox for each survey, page or form you want to copy.

  3. Expand the More actions drop-down menu.

  4. Select Copy surveys, pages and forms to other accounts.

  5. In the Select accounts side panel, select the checkbox for each account you want to copy to.

  6. Select Apply.

Copies are created in the top-level Surveys, pages and forms folder in each selected account.


See also

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