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Surveys

Duplicate and Adapt Research Surveys

Duplicate a prior survey when a new wave, classroom study, or related experiment should start from trusted structure.

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

Personal Dashboard

Live dashboard surface from the app shell (ephemeral help scene).

Surveys

Untitled surveyLast Modified
Policy attitudes pilotLast Modified

Duplicate From The Dashboard

  1. Step 1: Open Surveys. Use the top navigation to open Surveys.

    Step 1: Open Surveys

    Personal Dashboard

    Live dashboard surface from the app shell (ephemeral help scene).

    Surveys

    Untitled surveyLast Modified
    Policy attitudes pilotLast Modified

  2. Step 2: Find the source survey. Search or scan the survey list for the study you want to copy.

    Step 2: Find Survey

    Personal Dashboard

    Live dashboard surface from the app shell (ephemeral help scene).

    Surveys

    Untitled surveyLast Modified
    Policy attitudes pilotLast Modified

  3. 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

    Personal Dashboard

    Live dashboard surface from the app shell (ephemeral help scene).

    Surveys

    Untitled surveyLast Modified
    Policy attitudes pilotLast Modified

  4. Step 4: Rename the copy immediately. Give the duplicate a title that identifies the wave, population, or revision before editing.

    Step 4: Rename Copy

    Personal Dashboard

    Live dashboard surface from the app shell (ephemeral help scene).

    Surveys

    Untitled surveyLast Modified
    Policy attitudes pilotLast Modified

  5. 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

    Survey Editor

    No-persist demo using the real builder shell.

    Add a Block

    Trash is empty.

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

Block Builder
Preview
Deploy

Flow Canvas

Interactive routing surface from the app, running in no-persist help mode.

Consent and Study Intro

1 question

Political Knowledge Block

2 questions

Control Message

1 question

Treatment Message

1 question

Outcome Measures

2 questions

Survey Ends

Anchors explicit end of survey

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

Block Builder: Question Name

The export variable label is the column name for this question in downloaded data.

Closing text
Redirect (optional)

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.

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