Experience Surveys: Manage
The Manage section is where administrators create, track, and manage surveys across your organization. You can launch new surveys, monitor ongoing ones, and oversee completed data collection.
To access this section, go to Experience → Surveys → Manage. The main view is divided into two tabs, both using the same layout and data structure:
To access this section, go to Experience → Surveys → Manage. The main view is divided into two tabs, both using the same layout and data structure:
- All Surveys: Shows surveys you have permission to access.
- Created by Me: Shows only the surveys you created, making it easier to manage your own projects.
Surveys are displayed in a card view on this page, along with their corresponding Survey Link (automatically generated), Status, Type, Mode, and their active period, number of respondents, and the survey creator.
You can quickly find specific surveys by filtering the list by several criteria:
You can quickly find specific surveys by filtering the list by several criteria:
- Status
- Mode: Public, Internal (open link), Internal (close link)
- Date: Allows you to filter surveys based on their Start Date and End Date, enabling you to find surveys that were active within a specific timeframe.
- Type: Filter surveys by category (e.g., Employee Experience, Policy and Benefits) using the folder list on the left side of the page.
Survey Statuses
- Draft: Surveys that are currently being created and are not yet live or sent to respondents.
- Posted: Surveys that have been published and are currently active, or were active and have reached their end date, but responses were collected.
- Finished: Surveys where the specified end date has passed and no further responses are being collected.
You can use the options below to manage your surveys:
- Open the Actions menu to copy, edit, share, or delete surveys.
- Click View Respondents to see participant details.
- Export survey data to an Excel file.
