Can I change my CX metric question?

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Can I change my CX metric question or project type and start over?

It depends. Which description best fits your situation?

1 I am creating a new project — and I've changed my mind on the metric question
 → ex. I started the project with NPS—but I want to switch to CSAT or CES
2 My survey project is already collecting feedback! Can I change my metric question now?
 → ex. My NPS results are rolling in — but I now want CSAT results instead

1. I am creating a new project — and I've changed my mind on the metric question

If you haven't collected feedback, the answer is an easy one. Just switch out your project's survey type — but only before you pick your distribution platform!

To switch survey types: 

1
Click "Create a new project" → from the "Projects" dropdown menu
2
Pick a survey type → and if your change your mind . . . 
3
. . . select “Choose a different survey type" → seen near the top of the page
Did you select your distribution platform already? Ouch . . .

Selecting your distribution platform is the point of no return. Jump to #2 below to see how to delete the project and start over.

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2. My survey is collecting feedback! Can I change my metric question?

Sadly, no.

Changing the format from one survey methodology to another will invalidate the data that has already been collected, so it's not possible. For example, an NPS survey with a 0-10 scale can't merge into a CSAT project with a 1-5 scale. (It's the classic 'square peg - round hole' dilemma.)

  • Your best option is to delete the old project and create a new project with your new question type! 
Remember, if you choose to delete a project, all your data will disappear with it! (Follow this link to see how to delete projects.)

To delete or remove a project and start over: 

1
Open the Projects dropdown menu
2
Choose the “Gear” icon → to the right of the project's name
3
Choose “Delete this project” → at the bottom of the Edit project window
4
Verify your decision by clicking “Delete this project”
5
Now you can create a new project! (See Creating and Previewing Projects)

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