Import a survey

Importing lets you share surveys across application instances.

Prerequisites:

To perform this task, you must have a survey exported from the application as a JSON or ZIP file.

Note:
  • Surveys can only be imported as surveys. You cannot import a survey as a power survey, or vice versa.
  • Classic surveys can only be imported as classic surveys. Likewise, modern surveys can only be imported as modern surveys.
  • This workflow is currently not supported for recruitment surveys. As a workaround, you can import the survey and save parts of it to the Template Library. Then, use the templates to re-create the survey as an recruitment survey.
  1. Open the Surveys app and click New Project.
  2. Under Survey, click Import.
  3. In the Name field, type a name for the imported survey.
  4. Choose a Locale setting.

    This step applies only if you have multiple communities with different locales.

    This setting determines the survey's default locale after it is imported into the application.

    If the file contains Then after it is imported
    A default locale that matches the Locale setting The survey's default locale remains the same. Question and answer text are preserved.
    An assigned locale that matches the Locale setting The assigned locale becomes the survey's new default locale. Question and answer text are preserved.
    No locales that match the Locale setting The survey structure is imported successfully, but question and answer text fields are blank. You must review the survey and enter question and answer text.
    Note:
    • The application only imports locales that match active locales in the destination community.
    • Editing the file directly to change the locale is not recommended.
  5. In the Import Survey area, select or clear Include all assets (images, videos, etc.) with file.
    This option controls whether image, video, subtitle, and audio files are copied over during the import process, and is selected by default.
    Note: Selecting this option will lengthen the import process, especially if there are many large files. The import process times out after 5 minutes; if the import with assets cannot be completed by then, an error will occur.
  6. Click Choose File to browse for your JSON or ZIP file, select it, and click Open.
  7. Select Single response or Multiple responses.
    These response options control whether you can invite participants to respond once or multiple times. For more information, see Allow single or multiple responses.
  8. Click Upload.
    Result: The survey is imported under the specified name.
  9. Click Create.
  10. In the Access Settings dialog, specify which users can access the survey and click Apply Access Settings.

    The access settings you can apply depend on the user role you have been assigned.

    Access Setting User Roles Description
    Everyone Power User, Author All other users in the application instance can access the activity.
    Private Power User, Author Only the user that created the activity, and Admin users, can access it.
    Admin Only Admin Only Admin users can access the activity.
    Teams Admin, Power User, Author All users that belong to the assigned team(s) can access the activity. If you belong to multiple teams, you can assign the activity to all of the teams you belong to, or just one or more specific teams.
    Note:
    • The access settings options are displayed if your account has the Can change access settings permission applied.
    • If your account does not have this permission, the activity will be assigned to the teams you belong to, or if you don't belong to any teams it will be available to everyone.
    • Admins have access to all activities, regardless of access settings.
    Result:

    The newly imported survey opens on the Build page. At this point you can check the survey and fix any errors if necessary.

    These elements are preserved during the import process:

    • Survey steps and step configuration
    • Internal references to survey questions and elements
    • Translations
    • Images (if Include all assets (images, videos, etc.) with file was selected)
    • Video, subtitle, or audio files (if Include all assets (images, videos, etc.) with file was selected)

    Image, video, subtitle, and audio files are not in the ZIP file. Instead, they are copied from the original application instance (where the imported survey was authored originally) to the new one at the time of import.

    Although the survey structure is maintained, these references may be broken and need to be reviewed and fixed:

    • References to respondent variables
    • References to system variables
    • References to user-created profile variables