Copy an Existing Survey

Save time by duplicating one of your previous surveys. This is perfect for recurring surveys, A/B testing, or creating variations of successful surveys.

When to Use This Method

• Running recurring surveys (quarterly, annual)
• Creating similar surveys for different audiences
• A/B testing different question variations
• Updating an old survey with minor changes
• Using a successful survey as a starting point

How to Copy a Survey

From the Create Survey Dialog

1. Click Create Survey from your dashboard
2. Select Copy an Existing Survey
3. Browse or search your surveys
4. Select the survey you want to copy
5. Enter a name for the new survey
6. Click Create Copy

From Survey Home

1. Go to Survey Home
2. Find the survey you want to copy
3. Click the … menu (more options)
4. Select Copy Survey
5. Enter a name for the copy
6. Click Copy

What Gets Copied

When you copy a survey, the new survey includes:

• All questions and answer options
• Question settings (required, randomize, etc.)
• Skip logic
• Page structure and organization
• Survey theme and branding
• Survey options and settings

What Does NOT Get Copied

The following are NOT included in the copy:

• Previous responses and data
• Collectors and distribution links
• Scheduled emails and reminders
• Response counts and analytics

This ensures your new survey starts fresh with no data.

After Copying

Once your survey is copied:

1. Rename and Update

• Give it a meaningful name (e.g., “Q1 2025 Customer Satisfaction”)
• Update any date-specific text in questions
• Modify questions as needed

2. Review All Questions

Walk through each question to:

• Update any outdated content
• Add or remove options
• Adjust question types if needed

3. Check Skip Logic

If your original survey had skip logic:

• Verify all logic paths still make sense
• Update conditions if questions changed
• Test all paths thoroughly

4. Update Settings

Review survey options:

• Response limits
• Survey availability dates
• Completion redirect URL

Use Cases

Recurring Surveys

For surveys you run regularly:

1. Copy the previous period’s survey
2. Update the title and any date references
3. Review for any needed updates
4. Distribute to the same audience

A/B Testing

To test different approaches:

1. Copy your original survey
2. Modify specific questions or wording
3. Distribute both versions
4. Compare results

Audience Variations

For similar surveys to different groups:

1. Copy the base survey
2. Customize questions for each audience
3. Apply different branding if needed
4. Track separately by collector

Tips for Success

1. Use clear naming - Include dates or version numbers (e.g., “Employee Survey - March 2025”)
2. Document changes - Keep notes on what you modified from the original
3. Test thoroughly - Always preview and test the copied survey
4. Archive originals - Keep the original survey for reference

Next Steps

After modifying your copied survey:

• Preview and test your changes
• Set up new collectors
• Configure notifications

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