Problem

You have a PlusPlus survey that you'd like to change, but you are not sure what's the best way to proceed.

Solution

There are two different approaches to changing an existing survey:

Edit the Survey

  1. Go to the Survey Dashboard

  2. Find the survey you wish to update

  3. Edit the survey and make the changes you'd like

  4. Save the survey

Duplicate and Replace

  1. Go to the Survey Dashboard

  2. Find the survey you wish to update

  3. Clone the survey and make the changes you'd like

  4. Save the new survey under a new name (e.g. "My Survey 2.0")

  5. Update references to your old survey to use your new survey instead

Discussion

It may not be very obvious why would we recommend two different ways to update a survey — why not always just edit a survey directly?

It all comes down to how you wish to reason about any of the responses already submitted against your survey.

If you edit an existing survey, and you change the meaning of a question or a multiple-choice option, the old survey responses may not make sense in the context of the new wording. If your changes are extensive, it may be better to make a clean break with the old survey dataset, and start anew. A new survey will also have fewer restrictions on the changes you can make to it.

On the other hand, if you duplicate an old survey in order to create a new one, you'll no longer be able to join the two sets of responses (old and new) within our platform. You will still be able to export each set separately, and then join them off-line (e.g. in a spreadsheet application).

Editing Multiple Choice Options

When editing a survey, keep in mind that changes to options in single or multiple choice questions will not be applied retroactively. For example, say you have a question with the options "Yes" and "No", then you change these to "Agree" and "Disagree". All previously-received responses will still show up as "Yes"/"No", whereas new responses will show "Agree"/"Disagree". If you would like to merge "Yes"/"Agree" and "No"/"Disagree", you'll have to do this off-line (e.g. in a spreadsheet application).

See Also

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