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