Have you ever needed to hand off a survey to a new team member, consolidate multiple projects under one account, or simply change who owns a survey?
Transferring a survey in SurveyMonkey is the permanent solution for moving a survey and all its collected data to a new owner. While this process is a straightforward way to manage survey ownership, it's crucial to understand how it differs from simply copying a survey or sharing access to ensure you choose the right action for your needs.
6 steps to transfer a survey in SurveyMonkey
Transferring a survey from one SurveyMonkey account to another is quick. Here are the steps:
- Navigate to "My Surveys": Log in to the SurveyMonkey account that currently owns the survey you want to transfer.
- Select the survey: On your "My Surveys" page, find the survey you wish to transfer.
- Initiate the transfer: Click on the "Transfer" option, which is located under the "Actions" column for that survey.
- Enter the destination username: A pop-up box will appear. Enter the username of the paid account you want to transfer the survey to.
- Choose your transfer option: You will be given two choices:
- Transfer copy of questions only: This transfers only the survey's design.
- Transfer entire survey: This transfers the survey along with all its collected data.
- Confirm the transfer: Once you choose your preferred option, a confirmation box will appear to finalize the action. The transfer is then completed, and the survey will be available in the destination account.
Understanding transfer vs. copy vs. share
When working with surveys, it's important to understand the difference between three key functions: transfer, copy, and share. Consider the following traits before transferring a survey in SurveyMonkey.
| Action | When to use it | |
| Transfer | This action permanently moves a survey and all of its associated data (responses, collectors, and analysis) from one account to another. Once transferred, the survey is no longer accessible in the original account. | Use "transfer" when you need to hand over full ownership and all survey data to another user or account, such as when a project is changing hands or a team member is leaving. |
| Copy | This function creates a new, blank version of a survey's design. It does not include any of the original surveys collected responses, collectors, or data. | Use "copy" when you want to create a new survey that uses the same structure or questions as an existing one, but requires new data collection. |
| Share | This feature allows another user to collaborate on a survey without giving them ownership. You can grant different levels of access, such as "edit," "analyze," or "view." | Use "share" when you need to collaborate with others on a single survey, such as allowing a colleague to review or edit questions, or letting a manager view the results. |
Key considerations before you transfer a survey
Before you transfer a survey in SurveyMonkey, consider a few key factors to ensure a smooth, successful process.
Confirm ownership and data transfer
Transferring an entire survey moves ownership of the survey and all of its response data, collectors, and settings to the new account. Make sure you are prepared to give up access to this data, as it will no longer be available in your original account.
Check permissions and plan of destination account
The destination account must be a paid account to receive a transferred survey. Additionally, ensure the destination account's plan level can support all the features used in the survey you are transferring (e.g., advanced logic, specific question types).
Acknowledge the permanence of the transfer
Once a survey has been transferred, this action is permanent and cannot be undone.
Best practices for a smooth survey transfer
For a seamless transfer, consider the following best practices:
- Communicate with the recipient beforehand to ensure they are ready to receive the survey and have the appropriate permissions.
- Back up any critical data if needed, as the original data will be moved with the transfer.
- Finalize all survey edits before initiating the transfer. Once the survey is in the new account, you'll need to coordinate with the new owner to make further changes.
- Notify any collaborators or stakeholders about the transfer. This ensures everyone knows where to find the survey and its results.
- Confirm that the destination account has a compatible plan that supports all the survey's features to avoid any loss of functionality.
Simplify your survey transfers with SurveyMonkey
Transferring surveys in SurveyMonkey is designed to be quick and easy, allowing you to streamline workflows and manage projects efficiently.
Whether you need to pass on a project to a new team member or consolidate surveys into a single account, the process ensures all your data and configurations move with the survey.
Get started today and simplify the way you manage and share survey ownership.
