Folders

1. Folders are your primary tool for keeping surveys organised. SurveySensum provides two built-in views. All Surveys and Archived Surveys — plus any custom folders you create.
   
2. Think of All Surveys as your catch-all inbox: every survey you own lives here until you move it into a folder.

1. All Surveys: Shows every active survey in your account regardless of the folder it belongs to. Use this when you need a single, unfiltered look at everything — helpful for admins or team leads doing a quick audit.
   
2. Archived Surveys: Holds surveys you have archived. Archived surveys no longer appear in All Surveys,keeping your active list clean. You can restore or permanently delete them from here.

How to custom Create folders

1. Click + Create new folder in the left sidebar.
2. Type a folder name and press Enter.
3. Move surveys into the folder: click the n More menu on any survey row, select Move to, and choose the target folder from the dropdown.
4. Click a folder name in the left sidebar at any time to view only the surveys inside that folder. Thesurvey count is shown in parentheses next to the folder name.
   

When you open a specific folder, search, filters, and sort all apply only to the surveys inside that folder — not

your entire account. Switch back to All Surveys to search or filter across everything.

Folders are personal. Surveys moved into your folder are not automatically shared with other users. Use

User Access (bulk action) or the collaboration options on a survey to share with teammates.

Search Bar  & Type Dropdown Filter

The Search Bar at the top of the survey list allows you to quickly find surveys by name or keyword. This search works within the currently opened folder only—whether you're in the All Surveys folder, Archived Surveys folder, or any specific folder.

The Types dropdown Filter at the top of the survey list lets you narrow the view to a specific survey type. This scope of filter works within the opened folder only—  All Surveys folder, Archived Surveys folder, and inside any individual folder.

The dropdown lists every Template type surveys which is currently active in your account and Scratch surveys  include:

You can combine the type filter with a folder. For example: open the EX folder, then filter by NPS Template to see only NPS surveys for that type. This is useful when a folder contains a mix of survey types.

Bulk Selection & Actions 

The checkbox column on the left lets you select one or more surveys and apply an action to all of them at once — saving time when you need to reorganise or archive a large batch of surveys.

Selecting surveys

1. Select individual surveys — tick the checkbox on the left of any survey row.
2. Select all on the current page — tick the checkbox in the column header. This selects every survey visible on the current page (up to 20 per page). If you have multiple pages, repeat on each page or narrow the list using filters first.
   

Bulk action toolbar

When one or more surveys are selected, a toolbar appears at the top of the list with three actions:

User Access	Share the selected surveys with one or more team members. Search by name or email, select users, and click Send. All selected surveys will be accessible to those users. Use this when onboarding a new team member or handing off a client project.
Move to	Move all selected surveys into a folder. A dropdown lists all your existing folders (including All Surveys to remove a folder assignment). Use this when you need to reorganise surveys after a project kick-off, or to clean up loose surveys sitting in All Surveys
Archive	Archive all selected surveys in one click. Archived surveys move to Archived Surveys and disappear from All Surveys and folder views. Use this at project end or when a survey is no longer active but you want to retain the data.

Archiving is reversible, but use it intentionally. Archived surveys still collecting responses. If a survey link is

still live, respondents will response.

Sorting Your Survey List

Click any column header to sort the survey list by that column. Click again to reverse the sort order (ascending ­ or descending). An arrow indicator on the active column shows the current sort direction. Sorting applies within the folder or view you are currently in.

Combine sorting with the type filter for sharper views. For example: filter by NPS Template, then sort by Responses descending to immediately see which NPS survey is collecting the most data

Quick-Access Survey Actions

Every survey row in List View shows a set of shortcut icons on the far right. These let you jump directly to any stage of the survey journey without opening the survey first. Hover over a row or Hover below the card of survey in card view to make the icons fully visible.

Action	What it does	When to use
Edit survey	Opens the Survey Builder so you can add, edit, or reorder questions.	Edit question wording before a new round of distribution.
Share	Opens the Distribution tab so you can send the survey by email, link, or other channel.	Send a follow-up NPS survey to a new batch of customers.
Integrations	Opens the Integrations tab so you can connect the survey with external tools, APIs, or platforms for data syncing	Send survey responses directly to your CRM or trigger workflows in connected tools
Results / Reports	Opens the reporting view to see aggregated responses and metrics.	Check score trends after a campaign closes.
Text Analytics	Opens the Text Analytics section so you can analyze open-ended responses using sentiment, keywords, and themes..	Identify common customer feedback trends and measure sentiment from survey comments.
More options ( ··· )	Opens a dropdown with additional actions: Clone, Move to, and Archive.	Clone a working NPS template to start a new client survey without rebuilding from scratch.

List View vs. Card View

Two view options are available in the top-right corner of the survey list. Toggle between them using the list (≡) and grid (⊞) icons.

List View

Displays surveys as rows in a sortable table with columns for Survey name, Survey type, Created date, Updated date, and Responses. Quick action icons appear on hover.

 

Best for

•       Comparing surveys side by side across multiple attributes.

•       Sorting by date or responses to spot patterns.

•       Bulk-selecting and acting on many surveys at once.

•       Day-to-day management when you know the survey name you are looking for.

List View is the more powerful management view. Use it whenever you need to sort, filter, bulk-act, or quickly jump to a specific part of a survey

Card View

Displays surveys as colour-coded cards in a grid layout. Each card shows the survey name, template type, and response count. Hover over a card to reveal the same quick action icons available in List View.

 

Best for:

•       Getting a visual overview of your surveys, especially when working with a small number.

•       Quickly recognising surveys by their colour or icon at a glance.

•       Presentations or screen shares where a visual grid is easier to follow than a table.

•       Exploratory browsing when you are not sure of the exact survey name.

Card View does not show Created date or Updated date columns, and sorting is not available. If you need to sort or perform bulk actions, switch to List View