Transferring a Survey to Another FluidSurveys Account
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Transferring a Survey to Another FluidSurveys Account

Transferring a survey to another FluidSurveys user’s account gives them ownership over the survey and the ability to edit, deploy, close, and create reports for it.

To transfer a survey:

  1. Select the survey’s title from the dashboard.
  2. In the Actions menu in the upper right corner of the screen, select Transfer.
  3. Enter the email address of the account holder you wish to transfer the survey to and click Ok.
  4. A warning will pop up explaining the consequences of transferring a live survey, click Yes to continue.
  5. An email is sent asking the new owner to confirm the transfer.
After they confirm, the survey will no longer exist in your account and the survey’s link will change. For this reason we do not recommend transferring live surveys as respondents will lose access.

NOTE: If the transferred survey contains features that are not available on the new owner’s plan, editing it will permanently strip these features.

VIDEO: Transferring Your Survey to Another User