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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Switch Project Type

                                          Built a survey but suddenly realized it should be an assessment, or vice versa? No worries! Rather than recreating your project from scratch, you can make the switch in just a few steps. Use Switch Project Type and you’ll be on your way in no time.

                                          Here’s how:

                                          1. Select a project to edit.
                                          2. From the Design menu bar, click on the Options icon and choose Switch Project Type.
                                          3. By default, the current project will be shown selected. Select the desired project type to make the switch.
                                          4. Save.

                                          After the Switch
                                          Since each project type has its own unique features, switching the project type will reset or remove project-specific options.

                                          When an Assessment is switched to a Survey or CX Project, the following will be removed/reset:

                                          • Assign Scores
                                          • Category Score Graph
                                          • Rules and Alerts based on scores obtained
                                          • Setting Time Limit
                                          • Results Page
                                          • Print Results

                                          When a Survey is switched to an Assessment, the following will be removed/reset:

                                          • Bar Graph from Thank You Page

                                          When a Survey is switched to an CX Project, no features are removed/reset.

                                          When a CX Project is switched to an Assessment, the following will be removed/reset:

                                          • Tags
                                          • CSAT and CES questions (will be converted to Rating Radio Button)
                                          • Key Driver questions (will be converted to Rating Radio Grid)
                                          • Custom Metrics (will remain the original rating type question, just not a Metric)
                                          • Drivers (will remain the original rating type question, just not a Driver)
                                          • Bar graph from Thank You page
                                          • Rules and Alerts based on CSAT and CES scores obtained

                                          When a CX Project is switched to a Survey, the following will be removed/reset:

                                          • Tags
                                          • CSAT and CES questions (will be converted to Rating Radio Button)
                                          • Key Driver questions (will be converted to Rating Radio Grid)
                                          • Custom Metrics (will remain the original rating type question, just not a Metric)
                                          • Drivers (will remain the original rating type question, just not a Driver)
                                          • Rules and Alerts based on CSAT and CES scores obtained
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