Hi Community!
We are a consultancy firm with many clients that we build basically the same Typeform surveys for. We’d love to be able to build a template survey in our account to share with them. Do you know if this is possible? Each new survey must be under the client’s individual account, so essentially we would like to be able to copy our template over into their account.
Thanks for any insight!
Natalie at Everoot Consulting
Best answer by john.desborough
If you are a Typeform Agency Partner and the client grants you permissions, you can copy/move templates into their workspace.
If you are not, then you can raise a help ticket with Typeform Support and outline the situation (including the Create admin link for the typeform and the email of the account owner to which you wish to move the file) and the Typeform Support folks will contact the other party and validate this is acceptable and then move it on your behalf in the background.
I have done this several times prior to becoming a Typeform partner.
des
+6If you are a Typeform Agency Partner and the client grants you permissions, you can copy/move templates into their workspace.
If you are not, then you can raise a help ticket with Typeform Support and outline the situation (including the Create admin link for the typeform and the email of the account owner to which you wish to move the file) and the Typeform Support folks will contact the other party and validate this is acceptable and then move it on your behalf in the background.
I have done this several times prior to becoming a Typeform partner.
des
+5Hello
They are basically feedback surveys (stakeholder survey, supplier survey, employee survey, customer survey) that we would like to as Des said pull into our clients accounts. Currently they give us their login information and we recreate the survey every time but this is very time consuming and tedious. We would love another option!
Thanks!
+5Hi
+5Hi
+5Hi
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