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About the My Surveys Page

Learn about the My Surveys page, located within My Workspace.

Written by Molly McDermott
Updated over 2 weeks ago

My Surveys Page Navigation

To access the My Surveys page, click on My Workspace on the main banner. Then scroll down to My Surveys.

My Surveys Filters

You can filter the surveys listed in the My Surveys page by creator as well as survey status.

  • Created by Me: In-Platform Surveys made by the user

  • Created by Others: In-Platform Surveys made by anyone other than the user

  • Drafts: Saved In-Platform Survey drafts (not launched)

  • Issuing: Being processed by Numerator; not yet in field

  • Active: In the field and actively collecting responses

  • Complete: Has finished collecting responses

My Surveys Features

You can Copy, Share, and/or Delete a Survey by hovering over the right side of the survey within the My Surveys Page.

Copying a Survey

You can copy a previously run survey to reuse the same sample setup and questions from a past survey. This is helpful when running follow-ups or launching similar studies fast.

Copying a Survey Watchouts

When copying surveys, please keep the following in mind:

  • Unsupported survey types cannot be copied. Survey types that no longer exist in the platform, such as the Leakage or Lapsing Brand Surveys cannot be copied.

  • Older surveys cannot be copied. Any survey created before October 2024 does not have the copy function available.

  • Custom groups may be removed. If the original survey uses a custom group you don’t have access to, it will be replaced with a default option (e.g., reverting to [Any Category]).

Sharing a Survey

All In-Platform Surveys and Survey Drafts are private by default. You can choose to share them with specific colleagues, your entire organization, or external stakeholders as needed.

How to Share an In-Platform Survey

Step 1: Click the Share Icon

You can access the Share option in two places:

Option 1: From My Surveys page in My Workspace

Option 2: Within an open survey

Step 2: Choose a Sharing Option

Once you click Share, you will see the following options:

  • Find Colleagues: Share with specific individuals by searching for their name or email.

  • All Colleagues: Share with everyone in your organization (current users or both current and future users).

  • Share Publicly: Generate a public share link to share with individuals who do not have access to Numerator Verified Voices.

Sharing an In-Platform Survey Draft

To share a Survey Draft, you must first save it.

  1. Click the Save Icon. Note: You must name your survey before it can be saved.

  2. Once saved, you'll be redirected to the My Surveys page within My Workspace.

  3. From there, click the Share icon to select your preferred sharing option.

Sharing Surveys Frequently Asked Questions

  • I shared a survey with the wrong person. How do I remove their access?

    • Please reach out to the In-Platform Chat for support with this issue.

  • I need access to a survey. How do I request access?

    • Please reach out to the In-Platform Chat for support with this issue.

  • How do I get my survey to automatically share with my whole organization?

    • This functionality is not currently available but is on the product roadmap. For now, use the All Colleagues option to ensure organization-wide access.

  • Do I need to manually share my survey draft with my Numerator contact?

    • Survey drafts are automatically shared with your organization's test account, ensuring your Numerator contact has access.

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