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How to sync a survey to the latest form version

Update an already-sent survey so everyone still filling it out sees your form's latest questions.


Editing a form doesn't reach anyone you've already sent it to as a survey --
they keep seeing the version they were sent. Sync to Latest brings an
active survey up to date with your form's newest questions, for anyone who
hasn't finished it yet.

Find the survey and open Sync to Latest

  1. Open Communications in the left sidebar, then click Surveys.
  2. Click View next to the survey you want to update.
  3. Click Sync to Latest, in the action bar at the top of the page.

The survey's page, with Sync to Latest in the action bar

Note

Sync to Latest only shows up when the form has changed since this
survey last used it, and only for staff who can manage surveys. If you
don't see it, the survey already matches the latest version.

Review what will change

The Sync Survey to Latest Form Version dialog compares what the survey is
using now with the form's newest version:

The Sync Survey to Latest Form Version dialog, comparing field changes and selecting which responses to sync

  • Preserved -- questions in both versions. Answers already collected for
    them are kept.
  • Removed -- questions taken out of the newest version.
  • New -- questions added in the newest version, which recipients will see
    for the first time once you sync.

Under Select Responses to Sync, every recipient is listed with their
Status and Data Risk.

  • Click Safe Only to select just the recipients who haven't started yet --
    there's nothing in their response to lose.
  • Click All to select everyone, or None to clear the selection.
  • Check or uncheck a recipient yourself.

Data Risk shows None, or how many of a recipient's answers are in a
question that was removed or changed -- syncing those responses can hide that
data.

When you're happy with your selection, click Continue to Confirm.

Confirm and sync

  1. Check the summary of how many responses will be updated.
  2. Leave Preserve existing response data checked to keep answers to
    removed questions -- they're hidden from the form, not deleted.
  3. Click Sync Now.

The confirmation step, with Preserve existing response data and Sync Now

Warning

If you turn off Preserve existing response data for a recipient whose
answers are at risk, you'll need to confirm you understand the data may be
lost before Sync Now works.

Once the sync finishes, you'll see how many responses were updated. Click
Reload Page to see the survey with the current data.

The success message after syncing, with Reload Page

Good to know

  • Syncing can't be undone, so review the changes before you confirm.
  • Publishing changes to a form doesn't update surveys already sent from it --
    you have to sync each one yourself.
  • A completed response can still be synced if you select it; its existing
    answers stay if Preserve existing response data is checked.

See Surveys: The Complete Guide for how to build and
send a survey in the first place.

Can't find what you need?

Our support team will help you out.

Open a Support Ticket