Cloudy Survey & Form Knowledge Base

Clone Survey

The Clone Survey feature allows users to quickly create a duplicate copy of an existing survey. This helps save time by avoiding manual re-creation of questions, sections, logic, and configurations.

When to Use Clone Survey

Use this feature when you want to:

• Reuse an existing survey structure.
• Create similar surveys for different audiences or departments.
• Maintain a standard template and make small modifications.
• Perform testing without affecting the original survey.

What Gets Cloned

When you clone a survey, the system copies:

Survey-Level Details

• Survey Name
• Survey Description
• Welcome Message
• Thank You Message
• Header & Footer Content
• Branding Settings (logo, color theme)

Configuration

• Target Object & Mapping
• Survey Settings (pagination, scoring, etc.)
• Survey Logic / Branching
• Response Settings

Question-Level Details

• All 26 Question Types
• Questions, Help Text, and Instructions
• Options, Labels, Images, Limits
• Sections and Section Titles
• Validation Rules
• Conditional Visibility

(Everything except system-generated IDs is cloned.)

What Is NOT Cloned

The system does NOT copy:

• Survey Responses
• Response Analytics
• Created Date / Modified Date
• Survey Sharing or Assignments
• Integration Tokens (if any)

How to Clone a Survey

Follow these steps:

1. Navigate to the Survey List Page
   Go to the “Surveys” tab to view all available surveys.
   
   
   
2. Select the Survey to Clone
   Hover over or open the survey you want to duplicate.
   
   
   
3. Click “Clone Survey”
   You will see a Clone Survey button.
   
   
   
   Click on the Clone Button.
   
   
   
   Get the Success message in the Window
   Click on the Close button
   
   
   
4. Enter a New Survey Name
   The system auto-creates a name like:
   “Original Survey Name”
   You may change this name.
5. Review the Cloned Survey
   After cloning, the system opens the new survey in View mode you can Edit on it.
   You can update:
   • Questions
   • Sections
   • Logic
   • Branding
   • Settings
6. Save Your Changes

Your cloned survey is now ready for publishing or additional modifications.

Best Practices

• Rename cloned surveys clearly (e.g., “Customer Feedback – 2025 Version”).
• Review branching rules after cloning to ensure they still match the new flow.
• Update target objects if cloning for a different module.
• Check image questions to verify images remain properly linked.