Birdeye Surveys allow you to preview, edit, duplicate, and delete a survey effortlessly within the account. This article walks you through the steps to preview, edit, clone, and delete a survey.
Preview
Log in to your Birdeye account and click on the 'Surveys' tab on the left navigation rail.
Navigate to the survey you wish to preview. Hover over the survey, click 'Actions' and select the 'Preview' option.
This opens a new window with a preview of your survey.
Edit
Navigate to the survey you wish to edit. Hover over the survey, click 'Actions' and select the 'Edit' option.
NOTE:
You can only edit the surveys you have access to.
On the next page, you can view all the questions existing within the survey. Make the changes you want and click on the 'Save survey' button.
NOTE:
To edit a ‘Running’ survey, you have to 'Unlock' it and then proceed. Editing an ongoing survey may impact the survey results. Birdeye allows deleting questions, answer choices, and pages, even from a running survey; however, once deleted, the question and answer choice will be removed entirely, including the reports and responses.
Duplicate
Birdeye allows you to clone an existing survey that can be further edited and reused to save time. Cloning a survey also allows you to edit it without any limits.
Navigate to the survey you wish to edit. Hover over the survey, click 'Actions' and select the 'Duplicate' option. This will duplicate the template, which can be edited and reused in a different campaign.
Once cloned, you can edit the newly created survey and save your changes by clicking on the 'Save' button in the top right corner.
NOTE:
If you clone a 'Running' survey, the cloned survey will be marked as a ‘New’ survey. When a 'Running' survey is cloned, the 'Responses' captured in the survey will not be carried into the 'New' survey.
Delete
Navigate to the survey you wish to edit. Hover over the survey, click 'Actions' and select the 'Duplicate' option.
When a pop-up message appears on the page, click the 'Delete' button to confirm.
Now, the survey will be removed from your account.
NOTE:
'Running' surveys associated with ongoing campaigns can be deleted. However, it will directly impact your campaigns, and respondents will be unable to view the survey if deleted. The best state to delete surveys is when they are in a 'New' state and have not been distributed.