Whatfix enables you to clone existing Surveys for quick reuse. If you need to deploy a similar Survey with minor modifications or target a new user segment, simply create a copy, edit the content, and publish it to your end users.
Copy of a Survey can be created only in the widget section within the Dashboard.
Use the following steps to create a copy of an existing Survey:
-
On the Whatfix Guidance dashboard, click Widgets.
-
Click Surveys.
Whatfix content and widgets can be copied in the Draft, Ready, and Production stages.
-
Hover your cursor over the Survey for which you want to create a copy, and then click the Copy icon.
-
In the dialog box, click Copy.
-
The dialog box appears only when you copy a survey from the production stage.
-
The copy of the Whatfix content or widget is created with the title: Copy of <Content/Widget Title>.
-
The copied Survey can be found in the Draft stage. The changes made to the copied Survey won't affect the original Survey.
-
You must push the copied Survey from the Draft stage to the Production stage for the changes to appear on your application. For more information, see Push Whatfix content and widgets to Production.