Convert a classic survey to a modern survey

Convert a survey from classic view to modern view in one step.

Modern surveys offer many advantages over classic surveys:

  • Support for new features and question types.

    Scripting, watermarking, subtitles, Rating questions, and carousel Grid questions were released recently for modern surveys; these features are not available in classic surveys. Going forward, new feature releases will be for modern surveys only.

  • A mobile first, more modern responding interface.

    We've refreshed the look of question types in modern surveys. All mobile, tablet, and desktop participants get the same visually appealing question view. The responsive responding interface merely expands or shrinks to fill the device screen.

  • Better performance.

    Modern surveys can handle a higher number of survey starts and have better overall responding load times.

If you have not yet tried modern surveys, or if you have old classic surveys that you want to use in modern view, converting your classic survey is an easy way to start exploring the advantages of modern surveys.

Note:
  • In this initial release, classic surveys that have Card Sort questions or scripts cannot be converted.
  • For classic surveys with Embedded Content elements, everything in the survey is converted except the Embedded Content elements. After the conversion process is complete, you must check the Embedded Content elements and fix any errors.
  • The conversion from classic to modern view cannot be reverted.
  • The survey you intend to convert cannot be open. This is to avoid disrupting the responding experience for participants while the survey is in-field.
  1. Do either of the following:
    • To convert a regular survey, open the Surveys app and go to the Activities list.
    • To convert a recruitment survey, open the Community app and go to the Recruit tab.
  2. Look for a classic survey.

    Classic surveys have an icon that looks like a clipboard with lines of text.

    Modern surveys have an icon that looks like a clipboard with a checkmark.

  3. Click the options menu beside the survey and select Convert to Modern.
  4. Click Convert to confirm.
  5. After converting your survey:
    • Check that Embedded Content elements are still working and fix any errors if necessary.
    • Preview and test your survey to ensure the text and images look their best in modern view.