Consolidating Accounts for Enterprise

Before You Start
My Team
Inviting People To Join Your Enterprise account
Joining Enterprise
Enterprise Consolidation FAQs

Enterprise feature: Account consolidation is available for US Data Center accounts only.

Your Enterprise plan allows you to collaborate, organize users by department or project, track account usage, and give the team access to custom branding features. Learn more about Enterprise settings.

To get started, first you'll need to consolidate accounts under your Enterprise team.

Consolidating accounts glossary

Term	Description
Consolidation	The process of combining multiple SurveyMonkey accounts under a larger group account.
Primary Admin	The main administrator in a SurveyMonkey account who controls account settings and user permissions.
Individual Account	A SurveyMonkey account that allows a single user to manage surveys, collect responses, and analyze data independently. Billing is managed by the owner of the account.
Team Account	A SurveyMonkey account that enables multiple users to collaborate on surveys with varying roles and permissions. Everyone in a team has their own account, but team billing is managed by a Primary Admin.
Data Center	Where your data is stored. We have data centers in the United States, Canada, and Ireland. Enterprise teams may have the option to store survey and response data in a regional data center.

Before You Start

The Primary Admin will need to invite users into the Enterprise account, this includes both new users and users with an existing SurveyMonkey account. We recommend informing your team of what to expect during the consolidation process.

Here is an email template to help explain the steps:

Template letter
Email Subject: Our SurveyMonkey Enterprise account is now live!
Hello,
Our SurveyMonkey Enterprise account is now available for your use.
You should have received an email with the subject line “Invitation to join SurveyMonkey.” If you have not received an invitation, please let me know and I will be sure to add you.
Once you accept the invitation, SurveyMonkey will open in your browser and prompt you to create or convert a SurveyMonkey account.
If you are a new SurveyMonkey user, click the link in the top right corner, “Create an account.” Follow the steps to create your account, including setting up a username, password, and your preferences.
If you have an existing SurveyMonkey Account, please choose the option to “Convert Existing Account.” Enter your username and password to sign into your account. Your account is now rolled up into our SurveyMonkey Enterprise account.
Once you’ve successfully created or converted your account, you’ll be directed to your Home page.
If you have any questions about setting up your account, please don’t hesitate to reach out.
Thanks,
[Your Name]

My Team

If you're a Primary Admin or Admin, you can invite people to join your team and manage existing seats from the My Team section of your account.

My Team is the central place to find team information.

Log in with the account information provided to you by your onboarding specialist.
Click on My Surveys to see the main navigation.
Click on My Team.

Inviting People To Join Your Enterprise account

TIP! Instructions on how to invite users to your Enterprise account can also be found in your Onboarding E-Guide.

Send an Email Invitation

To invite people to your team via email:

Go to My Team.
Select Add Users.
Choose Send an email invitation.
Enter the email addresses of the people you want to invite. Enter multiple addresses separated by commas, or put each email address on its own line.
Customize the email message.
Click Send Invitations.

Creating a Team Sign-Up Page

You can activate a sign-up page and share the URL to allow people to join your team on their own. Anyone with the link can enter their email address to send themselves an invitation.

To create a sign-up page:

Go to My Team.
Click Add Users.
Choose Set up sign-up page.
In the Maximum signups field, enter a limit for how many people can sign up.
Click Save and Activate.
Copy the link and share it however you'd like.

TIP! View and manage different members in your team, including their roles and status in Manage Users.

Joining Enterprise

To join the Enterprise team, your invitees must accept the invitation. SurveyMonkey will open in their browser and prompt them to create or convert a SurveyMonkey account.

TIP! No data is lost when joining the Enterprise team, and live surveys will not be interrupted.

New Account

Click on Create an account.

Follow the steps to create your account, including setting up a username, password, and your preferences.

Existing Individual plan

Click on Convert Account.

Enter your username and password to sign into your account.

Your account is now rolled up into our SurveyMonkey Enterprise account.

Existing Team plans

The Enterprise Primary Admin will need to provide their Onboarding Specialist with the Team account details.

The Onboarding Specialist will then need the approval from the Primary Admin of the Team account before moving their team into the Enterprise account.

You will now be able to login to your Enterprise team account. Learn more about Enterprise features.

Enterprise Consolidation FAQs

Below are common questions with potential solutions to help resolve them.

What happens to my surveys and data?
No data is lost during this consolidation process.
However, previously shared surveys will become unshared. You can log in to your account and re-share those surveys.
TIP! Use share this survey with my entire team to allow your whole team to access your surveys.
If you want to be more selective about who your surveys are shared with, then make sure to not select: share this survey with my entire team.
Primary Admins can also edit the team-wide share settings.
Can I consolidate my account if I am moving to another data center? For example: I would like to move my individual account (in the US Data Center) to the EU Data Center.
How long does it take for consolidation of accounts?
Will I lose any data during a consolidation?
What happens to live surveys during a consolidation?

Still have questions?

If you have any questions or need further assistance throughout the consolidation process, please reach out to your onboarding specialist or our support team.

Get Set Up to Send Text Messages

Setting Up SurveyMonkey as a Vendor for your Organization

Welcome to SurveyMonkey Enterprise