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Project Basics
  • Getting Started!
    • CX Dashboard
      • CX Metrics
        • Analyze your drivers
        • 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 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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