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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
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        • 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
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                                    • 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 survey or assessment to edit.
                                          2. From the Design menu bar, click on the Options icon and choose Switch Project Type.
                                          3. Toggle on ‘Switch to survey/assessment’.
                                          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, 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:

                                        • Reopen Submitted Response
                                        • Bar Graph from Thank You Page
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