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From Projects page, click three-dot menu on right of the survey you want to copy from.Create New Project
- Click Survey
- Enter Project Name
- Below Project Name, select From a Copy
- Select Source project
- Click Get Started
- Click "Copy project"
- Copy to Library
- Update Project Name
- Select My Library, or if you're sharing, select the shared library.
- Edit the questions, logic, etc.
- Click Survey Flow
- If the fields that you are transferring differ from the original applicant survey, you will need to edit the Survey Flow, otherwise no changes are needed
- Click the question text to edit
- Select Piped Text > Embedded Data Field > [field name]
- To remove a field, delete the question text
- There may be a delay on recently added fields. You can remedy this by saving the flow and publishing the survey or you can manually type the field name, following your naming convention.
NOTE: applicant first, last, and email can be found under Piped Text > Panels Field
- NOTE: You can use ${e://Field/courseName} in the application survey to embed the course name throughout the application survey and associated email triggers/actions, but in the endorsement survey, you pipe the course name from the application survey.
- Customize the Endorser email
- Copy the Anonymous Link of the Endorser Survey
- Click Distributions
- Click Get Reusable Link (if visible)
- Click "Anonymous Link"
- Copy the Anonymous Survey Link
- Copy the Anonymous Link of the Endorser Survey
- Go back to the Applicant survey
- Click "Actions"
- Click to open the endorsement email
- Click "Send E-mail Task" in section 3
- Paste the Anonymous Link of the Endorser Survey into the Message section
- Append with ?appID=${e://Field/appID}
- Click "Save"
- Be sure to take a look at the Survey Options to make sure they are set up properly