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How To Duplicate An Engagement Survey

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Push Operations Support
  • Updated

Goal

  • How to create another Engagement Survey with the same Questions and Answer Types
  • How to copy an existing Engagement Survey

Environment:

  • Push Web App

Process:

  1. In the top right-hand corner, click the Company Name
  2. In the drop-down menu under Organizations, click the name of the Enterprise Dashboard
  3. Click the Engagement Surveys tab 
  4. Under Engagement Surveys, a list of Surveys that have been created will be available to view
  5. Under Search, input the name of a Survey for quick access if applicable or on the bottom left side, click the Right-Facing or Left-Facing Arrow icons to see more Surveys that have been created
  6. Once the specific Survey has been located, on the right side, click the the Ellipsis icon
  7. In the drop-down, click Duplicate
  8. A pop-up will appear titled Duplicate Survey 
  9. Under Name, input the necessary information to update the title  if applicable
  10. Under Description, input the necessary information to update the summaryif applicable
  11. Once done, click Duplicate
  12. A pop-up will appear titled Duplicate Created
  13. Click View Duplicate to navigate to the Survey's main page or click Close to save and do later
  14. If View Duplicate is selected, you will be able to update the Questions by clicking Edit
  15. To update the Questions, please follow the steps from this article: How To Update The Questions In An Engagement Survey
  16. To update the Title, Description, Deadline, or Visibility, please follow the steps in this article: How To Update The Settings In An Engagement Survey

Additional Information

Duplicating engagement surveys can save teams time and streamline processes by eliminating the need to create new surveys from scratch. Instead, they can replicate an already established survey template, making minor adjustments if necessary.

Please note that Engagement Surveys are only accessible from the Enterprise Dashboard, which is exclusive to our Premium Subscription. 

If you wish to learn more about the costs and features, please contact your account representative directly to discuss. If you do not have an account representative, don't hesitate to contact our Push Support Team at suppor@pushoperations.com to connect you with one!

Please note that only Super Administrators have access to the Enterprise Dashboard. 

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