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SurveyReflex

Team Surveys

Team surveys allow multiple people to collaborate on survey creation and view shared results. Learn how to effectively use team surveys.

Creating a Team Survey

From the Dashboard

  1. Click “Create Survey”
  2. In the creation dialog, select “Create for Team”
  3. Choose the team from the dropdown
  4. Continue with survey creation

Create team survey Select team when creating survey

From Team Page

  1. Go to your Team page
  2. Click “Create Survey”
  3. Survey is automatically associated with team

Moving Personal Survey to Team

Transfer an existing personal survey to a team:

  1. Open your survey’s Details page
  2. Click “Move to Team”
  3. Select the destination team
  4. Confirm the transfer

Move to team Move existing survey to team

What Transfers

  • Survey configuration and questions
  • All existing responses
  • Analytics data
  • Share links (continue working)

What Changes

  • Ownership moves to team
  • Team members gain access
  • Appears in team surveys list

Viewing Team Surveys

Team Surveys List

Access team surveys from:

  • Dashboard - Filter by team
  • Team Page - See all team surveys
  • Teams Dropdown - Quick access

Team surveys list View all team surveys

Survey Information

Each survey shows:

  • Survey title
  • Status (Draft, Published, etc.)
  • Response count
  • Created by (team member)
  • Last updated

Collaborating on Surveys

Who Can Edit

Based on team roles:

RoleCan Edit
OwnerAll team surveys
AdminAll team surveys
MemberOnly their own surveys

Editing Together

When multiple people edit:

  • Changes save automatically
  • Most recent save wins
  • Coordinate with team members

Tip: Communicate with your team when making edits to avoid conflicts.

Viewing Results

All team members can:

  • View response data
  • Access analytics
  • Export results
  • Use AI analysis

Team Survey Permissions

Survey Creator Permissions

The person who creates the survey:

  • Full edit access
  • Can delete the survey
  • Can publish/unpause

Other Team Members

Depending on their role:

Admins:

  • Full edit access to all surveys
  • Can delete any survey
  • Can manage publishing

Members:

  • View-only for others’ surveys
  • Full access to their own
  • Can view all results

Best Practices

Clear Ownership

  • Assign one person as primary editor
  • Document who manages each survey
  • Communicate changes to team

Naming Conventions

Use consistent naming:

[Project] - [Survey Type] - [Date/Version]
Customer Feedback - NPS - Q1 2024
Employee Survey - Engagement - Annual

Organization

  • Use descriptive titles
  • Add survey descriptions
  • Keep related surveys together

Team Survey Workflow

Typical Process

  1. Plan - Team discusses survey goals
  2. Create - One person creates initial draft
  3. Review - Team members review and suggest changes
  4. Edit - Make revisions based on feedback
  5. Publish - Admin/Owner publishes survey
  6. Monitor - Team views incoming responses
  7. Analyze - Collaborative analysis of results
  8. Report - Share findings with stakeholders

Collaboration Tips

  • Use comments/notes for feedback
  • Schedule review meetings
  • Share analysis insights
  • Document decisions

Managing Team Surveys

Bulk Actions

From the team surveys list:

  • Select multiple surveys
  • Perform bulk operations
  • Export combined data

Archiving

For completed surveys:

  • Close the survey
  • Keep for future reference
  • Results remain accessible

Deleting

When survey is no longer needed:

  • Only creator, Admins, or Owner can delete
  • Deletion is permanent
  • All data is lost

Notifications

Team Members Receive

  • New survey created notification
  • Survey published alerts
  • Response milestones
  • Survey status changes

Email Preferences

Members can configure:

  • Which notifications to receive
  • Email vs. in-app preferences
  • Digest vs. immediate

Troubleshooting

Can’t See Team Survey

  • Verify you’re part of the team
  • Check you’re logged in
  • Refresh the page
  • Contact team Admin

Can’t Edit Survey

  • Check your team role
  • Verify you created the survey (if Member)
  • Contact Admin for access

Survey Not Appearing in Team

  • Confirm it was created for team
  • Check if it needs to be moved
  • Verify team selection

What’s Next?