81% of surveyed customers agree that they create better surveys and get better results with input from others, according to a 2019 TechValidate study. That’s where teamwork helps and fortunately you have a team of coworkers or external partners who can apply to your survey project specific knowledge such as design, analysis, compliance, and more to ensure that your survey solicits honest and reliable feedback.
It’s no surprise then, that the Sharing Surveys set of articles at our Help Center remains one of the most accessed resources. Let’s examine how to share surveys with collaborators that will enhance survey quality and make survey projects more efficient and secure.
Share the love
Both Admins and full users of our Team plans can use all our collaboration features to seamlessly share and manage access to different sections of a survey.
- Control who has permission to view, edit, send, or analyze each survey
- Share and work from a central library of survey templates, images, and themes (and add your own images and logos to the library)
- Keep data centrally so that it can be accessible to all, even if someone changes jobs, or the team admin switches in new users
You can share surveys with people in or outside of your team. You control the level of access your team members have to each section of the survey. The people outside your team can only view surveys, though.
Collaborate as a team for better survey results
Add more seats to your team, collect feedback at scale, and make big impacts.
Sharing with specific teammates
Let’s say you want a designer or another subject-matter expert to collaborate on the design of your survey projects. You can grant them either full control or view-only access. A designer with full control can view, create, edit, or delete anything in the Design Survey section. They would also have full access to the library, where they can download images, logos, and other files saved there by the Admin. Don’t forget to refresh the Design Survey page to see other collaborators’ changes.
A designer with view-only access can view the survey design but can’t make changes. That level of access might be useful for external collaborators (external to the group of Teams users) who you want to just view the survey to make sure everything looks fine. And if you’re working with sensitive survey data, you can give a designer full access to the survey design, but no access to the results or view-only access to the results.
Learn more about the different access levels for designing surveys in our Help Center article.
Sharing with analysts and key stakeholders
Now, let’s talk about analyzing results—the fun part of the survey process! You and your team have done all the hard work and responses are rolling in. You’re excited to uncover insights and drive impact with all that great data. One of the best ways to do that is to get others involved in diving deep into the results.
Collaborators with full control can view, create, edit, or delete anything in the Analyze Results section. They can see any rules, saved views, custom charts, shared data pages, exports, or text analysis created by the survey owner or any other collaborator with full-control permissions. That means, not only can collaborators with analysis access see analysis work saved by others, they can create additional views of the data, adding new dimensions to the insights. Learn more about the different access levels for analyzing results in our Help Center article.
You can also export survey responses in a variety of formats, which is very useful for sharing. You can separately export summary data, responses data, or individual responses—or download all responses at once. You can download responses in as presentation-ready .PDF or .PPT files, or as XLS+ or SPSS if you want to dig into the data using statistical software.
Check out this quick video all about exporting survey data.
When you share survey development and analysis among your teammates, you’ll increase the likelihood of receiving high-quality insightful feedback from your communities. Who will you share your survey project with?
