What’s Changed & Where to Find It
The core ideas are the same — build, distribute, analyze — but a few things are renamed or reorganized. This map is the fastest way to feel at home.
Terminology & location map
| In the classic app | In the new app |
|---|---|
| Launch a survey (web / email) | Collectors — separate web-link and email collectors, each with its own settings |
| Mailing lists | Contacts & contact groups |
| Collaborate on a survey (per survey) | Folder sharing — share a folder and set View, Edit, or Manage access |
| Calendar events / event registration surveys | Events — managed from My Events |
| Reports & report builder | Analysis & reports, plus AI insights |
| Custom fields on mailing lists | Contact custom fields |
| Opt-out list | Account-level unsubscribe |
Distribution is now built around collectors
Instead of a single “launch,” each survey can have multiple collectors — for example a public web link and an email invitation — that you manage independently. This makes it easy to run several channels at once and track them separately. See Distributing via Email and Web Link Distribution.
Sharing moved to folders
Previously you shared individual surveys with colleagues. Now you organize surveys into folders and share a folder — everyone you share it with can access the surveys inside at the access level you choose (View, Edit, or Manage).
Email merge tags use a new format
Personalization tags changed from square brackets to curly braces. In migrated emails this is converted for you automatically, but for new content use the new format:
| Classic | New |
|---|---|
[SURVEY-LINK] | {takesurveylink} |
[CUSTOM-FIELD1] … [CUSTOM-FIELD5] | {customfield1} … {customfield5} |
[EMAIL] | {email} |
An unsubscribe link is now added to survey emails automatically, so you no longer need to insert one yourself (though you still can). See Composing the Invitation Email.
What’s genuinely new
Several capabilities didn’t exist before — see New Features to Try.
Need help? Browse more articles in the Moving to the New SurveyMethods section.
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