How to transfer surveys and data
This guide explains how to transfer your surveys and their response data to another account (a sub-account or another account) in SurveyMars. It is useful when you need to hand over the full ownership of a survey to someone else — for example, when team members transition or account ownership needs to change. After the transfer, the survey and its data are removed from your account and appear in the recipient's account.
Feature Overview
With the Transfer Survey and Data feature, you can move a survey under your account and its associated response data entirely to another account, rather than making a copy. After the transfer, your account no longer keeps the survey and its data, and the recipient's account gains full ownership. This is commonly used for account handovers and team collaboration ownership adjustments.
Setup Steps
1. Go to the Account Info page
After signing in to SurveyMars, go to the "Account Info" page in the account center (alongside "Billing Details" and "Sample Service"). The entry to this feature is in the user info interface, not in the "My Surveys" list.
2. Open the "Transfer Survey and Data" dialog
On the "Account Info" page, find and click the "Transfer Survey and Data" entry; a transfer dialog will pop up. The dialog is split into two columns: the left is the operation area, and the right shows "Transfer Notes".
3. Select the survey(s) to transfer
In the left "Select survey to transfer" dropdown, choose the survey(s) you want to transfer. Multiple surveys can be selected at once, with a maximum of 20 surveys per transfer.
4. Choose the recipient type
Select between "Transfer to sub-account" and "Transfer to another account":
- Transfer to sub-account: Transfer the survey to a sub-account under your account.
- Transfer to another account: Transfer the survey to a specified other SurveyMars account (the scenario of "transferring to another person" in this requirement).
5. Specify the recipient account
Based on the previous step, specify the recipient below:
- If "Transfer to sub-account" is selected, choose the target sub-account from the dropdown.
- If "Transfer to another account" is selected, enter the target account's Account ID in the input box. The system will generate a transfer link valid for 24 hours based on it.
6. Confirm and execute the transfer
Carefully read the "Transfer Notes" on the right of the dialog. After confirming everything is correct, click the green "Transfer" button; the system will first show a second confirmation dialog:
- If transferring to a sub-account, after confirmation the selected survey and data are removed from your account and appear in the target sub-account.
- If transferring to another account, the system generates a transfer link valid for 24 hours. The recipient receives an in-app notification and must open the link and confirm receipt while signed in for the transfer to take effect.
In either case, after the transfer completes, the selected survey and data are permanently removed from your account and are not kept in the Recycle Bin. Please confirm carefully before proceeding.
FAQ
Q: What is the difference between transfer and copy?
A: Transfer hands over the full ownership of the survey and its data, and your account no longer keeps it; copy creates a duplicate while your account still keeps the original. This feature is a "transfer, not a copy."
Q: Where do the survey and responses go after transfer?
A: After the transfer completes, the selected survey and its response data are removed from your account and appear intact in the recipient's account; your account no longer owns them.
Q: What types of accounts can I transfer to?
A: You can transfer to a sub-account under your account, or to a specified other SurveyMars account.
Q: Which surveys cannot be transferred?
A: SurveyMars has no restriction related to a "user system" type of survey. The only non-transferable case at present is a survey under review status (i.e., surveys that are being reviewed cannot be transferred). Other types of surveys can be transferred normally; the actual selectable range is shown in the dialog dropdown.
Q: Which settings does a transfer affect?
A: Some user-related features may be affected, such as response reminders and default survey appearance. Please be aware before transferring.
Q: Does the transfer require recipient confirmation?
A: Yes. Especially for "Transfer to another account," the recipient receives an in-app notification and must open the 24-hour-valid transfer link while signed in and confirm receipt for the transfer to take effect.
Q: Can a transfer be withdrawn or reversed?
A: The platform does not provide a withdrawal or reversal mechanism. A transfer is treated as a permanent handover of ownership of the survey and its data to the recipient; please confirm carefully before proceeding.
Important Notes
- A transfer is treated as handing over the ownership of the survey and its data to the recipient account, and your account loses ownership; any disputes arising from the transfer are your own responsibility.
- This operation is a "transfer" rather than a "copy"; after transfer the survey will not appear under your account.
- After the transfer completes, the selected survey and data are permanently removed from your account and not kept in the Recycle Bin, and cannot be recovered on your own. Please confirm carefully before proceeding.
- The platform does not provide a withdrawal or reversal mechanism; once a transfer succeeds it cannot be undone.
- Some user-related features may be affected, such as response reminders and default survey appearance.
- Before transferring, make sure the recipient account information (especially the Account ID) is correct.
- A maximum of 20 surveys can be transferred per operation; for more, operate in multiple batches.
- When "Transfer to another account" is selected, you must enter the recipient's Account ID; the system generates a transfer link valid for 24 hours. The recipient must sign in and confirm receipt for the transfer to take effect, and will receive an in-app notification.
- There are currently no version or recipient quota restrictions (if this changes later, it will be announced in product updates).
- Surveys under review status cannot be transferred; SurveyMars has no additional restriction for a "user system" type of survey.
