Product Tips: Recycling your work

Clicktools offers several features that can save you time by allowing you to re-use and recycle your content. Here are three examples:

1. Re-use a question (or questions) from an existing survey

Did you know that you can copy a question or questions from an existing survey? When creating your new survey, simply select "Copy Content." You can then select the existing survey that you wish to copy the question from. Clicktools will present you with all of the questions within that survey. Make your selection by checking the box next to that particular question, or if you want to copy all of the questions from that survey, simply check "Select All."

After making your selections, click on "Copy" and the questions are imported into your new survey!

2. Copy an entire survey

Perhaps you have created a fantastic survey with comprehensive questions and conditioning and you'd like to re-use this content for another survey. Just go to the original survey and use the "Copy" function within the builder. You can find this on the set-up tab.

This will present you with a named copy of your survey. You can rename your new survey and it will maintain all the question groups and conditioning of the original. You can then edit the [copy] and make it unique.

3. Copying your CRM mapping

It is within an instance that you are able to map your survey questions to the correct CRM fields for integration. If you wish to re-use a particular mapping, then all you need to do is copy an instance.

Select the survey deployment with the mapping you want to copy. You will be presented with the deployment details page.

Using the copy function at the bottom of the page will create an identical copy of the instance. You can rename this [copy] and edit it as required. For example, you may wish to add a different presentation template.

Don’t forget that a Clicktools survey can also be created as a call script, a landing page, an exit page and many other types of forms. For more use cases, check outour website at www.clicktools.com.

Look for more hints & tips in future postings.

Rose Cruse, Product Manager