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 project to edit.
2. From the Design menu bar, click on the Options icon and choose Switch Project Type.
3. By default, the current project will be shown selected. Select the desired project type to make the switch.
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 or CX Project, 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:

• Bar Graph from Thank You Page

When a Survey is switched to an CX Project, no features are removed/reset.

When a CX Project is switched to an Assessment, the following will be removed/reset:

• Tags
• CSAT and CES questions (will be converted to Rating Radio Button)
• Key Driver questions (will be converted to Rating Radio Grid)
• Custom Metrics (will remain the original rating type question, just not a Metric)
• Drivers (will remain the original rating type question, just not a Driver)
• Bar graph from Thank You page
• Rules and Alerts based on CSAT and CES scores obtained

When a CX Project is switched to a Survey, the following will be removed/reset:

• Tags
• CSAT and CES questions (will be converted to Rating Radio Button)
• Key Driver questions (will be converted to Rating Radio Grid)
• Custom Metrics (will remain the original rating type question, just not a Metric)
• Drivers (will remain the original rating type question, just not a Driver)
• Rules and Alerts based on CSAT and CES scores obtained