Survey Design & Customization
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Copy a Survey

As an admin or survey-admin user, copy a survey to replicate a past survey and its settings to easily create and launch a new survey.

In this article: 

Overview

As an admin or survey-admin user, copy a survey to replicate a past survey and its settings to easily create and launch a new survey.

Copied surveys can be configured to retain all of the original survey's questions, messaging, participants, etc. of the original survey. A copied survey can still be edited to adjust any survey details. 

The original survey's schedule settings are not retained and will be configured before launching the new survey.

This is a helpful feature for non-recurring pulse survey scenarios. If instead, you are looking for information on automatically recurring surveys, learn more.

Requirements

  • Available to admin and survey-admin users

Copy a Survey

To copy a survey:

  1. Click and expand Administration in the left-hand navigation menu 
  2. Click Surveys & Pulses
  3. Click the original survey's corresponding ⋮ icon to expand a menu of additional options
  4. Click Copy to open the Copy Survey modal
  5. Configure the initial survey options:

    • A. Survey Name: Enter the name of the new survey
    • B. Launch Date: Specify the new survey's schedule settings
      • Clear the new survey's...: The new survey's schedule settings are cleared and will be configured later in the survey setup process
      • Tentatively use this date...: Use the date-pickers to tentatively select the date/time the survey invites are delivered
    • C. Survey Participants: Use the toggle to specify if the original survey's participants should be retained for the new survey
      • The survey's participants can be edited further in the survey setup process
  6. Click Create Draft to navigate to the survey creator pre-populated with the configured settings
  7. Navigate through the survey creator to confirm the settings and make any necessary edits, learn more about launching Engagement surveys or a single/pulse survey
  8. From the Test and Review step, once the survey settings have been confirmed, click Schedule/Launch Survey