Send a copy

Introduction

The Send a Copy feature allows you to share a standalone copy of a survey with other Discover users. A few things to keep in mind:

  • Copies include all finalized data — respondents marked as complete, expired, over quota, or disqualified.
  • Once shared, copies cannot be retracted.
  • Editing a copy won't affect the original survey.

Sending survey copies

You can access the Send a copy feature from the collaboration dialog, available in two places:

  1. My surveys: Hover over a survey, click the options menu icon (Kebab - More Menu), and select Collaborate.
    Share Projects from The My Surveys Page
  2. Inside the project: Click the collaborate icon button (Collaborate – Share – Users) in the top menu bar.
    Collaborate/Share Button in the authoring interface of Discover

In the Send a copy tab, click Generate send-a-copy link to create a shareable link.

Generate Send A Copy Link

Then click Copy link to copy it to your clipboard.

Copy Send A Copy Link

When someone opens the link, they'll be prompted to log in or create a Discover account. The survey will then appear on their My surveys page.

Security and licensing

When sharing a copy, you're also sharing the survey's data; be mindful of respondent privacy.

For added security, you can delete the link after sharing by clicking the trash icon next to Copy link. Anyone who tries to access a deleted link will no longer be able to view the survey. Note that recipients can share their copy with others at their own discretion.

Delete Share-a-copy Link

Licensing is based on each user's own plan, since copies are owned by the recipient. For example, a recipient on a Basic or Advanced Suite plan can view unlimited records, while a Free plan user is limited to 50, regardless of how many were collected.

To unlock all records, contact us at sales@sawtoothsoftware.com.