Management Options

Learn how to manage your legacy surveys and keep your account clean.

When old surveys pile up, you can archive them or delete them.

You'll find both in two places:

• The ⋯ menu on each survey in your Surveys list, and on the survey's dashboard.

• Settings → General → Manage inside the survey, in the Management Options card.

The survey ⋯ menu

Item	What it does
Edit Survey / Edit Questions	Opens the survey's settings or its questions.
View Dashboard / View Table	Opens the survey's results.
Preview Survey / Open Public Link	Shows the survey as respondents see it. Open Public Link appears while the survey is active.
Hide Survey / Activate Survey	Takes the survey offline or puts it live. Its data is kept either way.
Duplicate Survey	Copies the survey's questions, settings, logic and translations, with no responses. The copy starts inactive, at the top of your list.
Export CSV	Emails you a CSV of the survey's responses. See Exporting Data to CSV.
Download Survey JSON	Downloads the survey's definition (questions, settings, and logic) so you can import it into another account. It contains no responses.
Copy Survey ID	Copies the survey's ID.
Archive Survey / Unarchive Survey	See below.
Clear Preview Responses	Deletes the answers left by previewing the survey or by test emails and texts, and leaves real responses alone. Only shown while the survey has preview answers. See Deleting Survey Responses.
Reset Survey Data	Deletes all of the survey's responses. Only offered in the survey's first 48 hours. See Deleting Survey Responses.
Delete Survey	See below.

Team members with the Read only role don't see the items that change a survey.

Management Options on Settings → General → Manage has Duplicate survey, Export survey (Download JSON), Archive survey (a switch), and Delete survey.

Archive The Survey

Archiving a survey takes it offline and moves it to the bottom of your Surveys list. You keep all of its data, and you can unarchive it at any time.

To hide archived surveys from your list, click the gear icon above your Surveys list and untick Archived. To bring a survey back, open its ⋯ menu and choose Unarchive Survey. Unarchiving doesn't make it live again. Choose Activate Survey when you're ready.

Delete The Survey

Only delete a survey if you are 100% sure you no longer want it or any of the data associated with it. Archiving is usually the better choice.

Choose Delete Survey from the ⋯ menu, type permanently delete, and confirm.

Deleting a survey removes the survey and all of its data. This action cannot be undone. It also doesn't lower the number of responses counted toward your monthly plan limit.