When To Duplicate A Survey
Duplicating a survey is useful when a research team wants to create a new wave, adapt an existing experiment, revise an instrument for a different population, or move a survey into a team workspace without rebuilding from scratch.
Dashboard: Create Survey
Duplicate From The Dashboard
Step 1: Open Surveys. Use the top navigation to open Surveys.
Step 1: Open Surveys
Step 2: Find the source survey. Search or scan the survey list for the study you want to copy.
Step 2: Find Survey
Step 3: Open the survey actions. Use the action menu on that survey row and choose the duplicate or copy action available for your workspace.
Step 3: Survey Actions
Step 4: Rename the copy immediately. Give the duplicate a title that identifies the wave, population, or revision before editing.
Step 4: Rename Copy
Step 5: Open the copy and review it like a new survey. Check Block Builder, Flow, Deploy, Preview, and Export before using it for live data collection.
Step 5: Review Copy
What Duplication Preserves
A duplicated survey can carry over blocks, questions, flow structure, condition sets, variables, quotas, and design settings. Treat the duplicate as a new working copy and review every research-critical detail before publishing.
Flow: Conditions and Routing
What To Update In The Copy
- Identity: update the survey title, public path, and participant-facing introduction.
- Protocol text: revise consent language, study dates, and contact details.
- Flow: review experimental condition names, branch rules, quotas, and end screens.
- Data: confirm variable names, recodes, and codebook notes still match the new study.
- Theme: adjust the logo, public tab title, and saved theme if the audience changed.
- Links: use new draft, public, or personal links before distribution.
Block Builder: Variable Name
Use Cases
Duplication works well for semester-to-semester class surveys, multi-wave panels, replication studies, A/B variants, lab templates, and surveys that need a personal copy before being pushed into a team workspace.