Can I change my survey type and start over?

In this article:


Can I change my survey type and start over?

It depends. Which description best fits your situation?

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

1. I am creating a new survey project—and I've changed my mind

If you haven't collected feedback, the answer is an easy one!  Delete the project and start again with your new survey type. (See Selecting the Right CX Survey Type.)

To delete or remove projects from your account and start again:

1
Open the “Projects menu.”
2
Choose the “Gear” icon to the right of the project's name that is targeted for deletion.
3
Choose “Delete this project” at the bottom of the Edit Project window.
4
Verify your decision by clicking “Delete this project.”
5
Create a new project! (See Creating, Modifying, and Deleting projects.)

You can switch CX survey types just before you pick your distribution platform

If you click "Choose a different survey type" at the top of the Platform selection page, you can go back and switch your survey type. 

However, after you click a distribution method—like Link or Email—it will be too late. (Delete the survey and start again—as shown in steps 1-4 above.)

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

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 in Delighted CX. 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.)

Don't have any extra projects available?

Reach out to our Customer Concierge team and we can lend a hand.

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