Survey Folders & Survey Managers

In this article:

• Overview
• Requirements
• About Survey Folders & Survey Managers
• How to Enable Survey Folders & Survey Managers
• Creating Survey Folders & Assigning Survey Managers
• How to Manage Survey Folder Settings & Access

Overview

Survey Folders and Managers help organize and streamline survey management by grouping related surveys into folders and assigning managers to oversee them. This makes it easier to collaborate, monitor progress, and maintain visibility—especially when managing multiple surveys across teams.

Requirements

• This feature can be managed by Full Admins and Survey Admins. 
• This feature can be accessed by Full Admins, Survey Admins, and designated Survey Managers.

About Survey Folders & Survey Managers

Survey Folders are a simple way to organize related surveys in one place, making it easier to manage large survey programs. With folders, Admins can group surveys by theme, department, or project. Assigning a Survey Manager to a folder allows someone to oversee just the surveys in that folder, without needing full access to all surveys in the system.

This feature is especially useful for teams that run multiple surveys across different functions or timeframes and want clearer ownership and organization.

How to Enable Survey Folders & Survey Managers

To turn on Survey Folders:

1. Navigate to Administration, then Surveys.

2. At the top of the page, click Unlock Survey Folders.*

3. A modal will appear with an overview of the feature and the option to get Early Access.

4. Click Get Early Access to enable the feature.

5. After refreshing the page, you’ll see a new Folder column appear in your survey list.

Once enabled, all existing surveys will automatically be placed into the default Main Folder, which is not editable or assignable.

Initially, this folder acts as a catchall for current surveys and cannot be edited or assigned a manager, but surveys can be moved from it into custom folders for easier management.

Creating Survey Folders & Assigning Survey Managers

Once Survey Folders are enabled, you can start organizing your surveys into custom folders. This helps streamline survey management, especially for teams running multiple initiatives.

After creating a folder, you can assign a Survey Manager. A Survey Manager is someone who can create new surveys and oversee the ones within that folder, without needing full admin access.

To create Folders and Assign Managers:

1. Go to the Surveys page and select the surveys you’d like to group.

2. Scroll to the top banner and click Move to Folder.

3. In the modal that appears, either select an existing folder or click Create Folder.

4. Name the folder and choose a Survey Manager by searching for a team member. (The assigned employee will have admin and analytics access to all surveys within their designated folder.)

5. Click Move to confirm.

6. The selected surveys will now appear under that folder on the Surveys home screen.

Click here for a step-by-step walkthrough:

How to Manage Survey Folder Settings & Access

By accessing settings on the Survey Folder landing page, you can:

• Manage the name of a Survey Folder
• Assign or remove access for Survey Managers
• Edit, Copy, Pause or Close Surveys
• Delete Survey Folders
• Move Surveys to Folders and more

Learn how to manage these settings here: