Moving Forms From A Sub-Account

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    Asked on March 18, 2019 at 03:15 PM

    I need to move two forms from a free sub-account (Juliana) to a paid account (Tara Stiner).  Our sub-account is full and the forms are not visible.  

    The two forms that need to be moved are: Women's Happy Hour and Tickets Email List

    The login information:



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    Answered on March 18, 2019 at 04:43 PM

    If you are trying to move the forms you listed from a sub-user account to the main account, I suggest that you follow the instructions one of my colleagues provided you in another thread.

    If you have any follow-up questions, please refer to that thread to avoid confusion.

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    Answered on March 18, 2019 at 05:11 PM

    I thought I was...Reaching back out with this information is what the instructions say.  I am not able to move on my own because I can not access the forms.  What am I missing?


    From the instructions:


    Option #1 - Let Us Do it for You
    This is fastest and easiest way to Move or Transfer your Form(s) is to allow us to move them for you. We can move One Form or even All Forms. It can be done in an instant and it also includes your Form Submission Data.
    (1) Simply Open a New Thread in our Forum telling us you need to Move your Form(s).
    (2) Provide us with your Username the Form(s) are on.
    (3) Tell us the Name(s) or Provide us with Links to the Form(s) you need us to Move.
    (4) Tell us the Username of the Account that you want your Form(s) and Data Transferred.



    (5) Once this is completed we will
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    Answered on March 18, 2019 at 06:37 PM

    We would like to apologize for any inconvenience and for the confusion. I believe you are referring to the instructions in this guide — How-to-transfer-or-share-forms-and-data-with-another-account

    Since you have mentioned that you would like to transfer forms from a sub-user account to the main account, we decided to provide you the solution that you can perform on your end. Also in that same guide, you will see Option #2 - Transfer Form Ownership as a Sub-Account User!

    Thank you for clarifying that you don't have access to the sub-user account. However, requesting to move forms from one account to another needs to be requested by the owner of the forms. If I may suggest, please ask the owner of the sub-user account to either perform Option#2 of the guide linked above or submit a request in the support forum to transfer the forms you want to be in the main account.