A pre -existing survey can be cloned and renamed and reused in another area.
Video - How to Clone a Survey. Click to open video with YouTube.
- Highlight the survey to be cloned.
- [Clone] - to clone an existing survey click clone
- Select the area in which you want to use the survey from drop down list as below to open the Clone window:
- Campaigns - For surveys that will be emailed out on an EDM (Electronic Direct Mail) campaign
- Contact Logs - For Surveys that you wish to attach to any Contact Log Type
- Events - For surveys that will be used for registrants for any event conducted
- Fact Find - For Surveys that are attached to a Fact Find function in Finance or Financial Planning
- Opportunities - For surveys that you wish to attach to any new Opportunity
- Settings - For surveys that you wish to attach to anything related to settings
Clone properties window
- Name - type a name for your survey.
- Survey Type - select the survey type from the drop down list.
- Depending on Area/Activity that the Survey is being created for (Step 1) there are additional fields such as Contact Log Types
- Click [Save] to save the newly cloned survey.
Edit: Use caution when editing an existing survey that has been used. Data fields can be easily corrupted if changes are made without due consideration.
Delete: You can only delete a survey that has never been used. If there are any responses in a past survey then it can’t be deleted, simply make it inactive by not selecting it for any further surveys.
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