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How do I reuse past screener surveys in new projects?

When launching a new project, copy the screener from your team's past projects.

written by
JP Allen
Last updated:
February 5, 2020

If you want to reuse a screener survey, but don't need to duplicate a project in full, you can select from a library of your team's past screeners while building a new project.

A couple of advantages of copying screeners:

  • Copy screeners across study types.
    Example: run an unmoderated task with the same screener questions from a focus group you ran last month.
  • Copy screeners between public and private projects.
    Example: you interviewed a list of your own users, and you want similar feedback from additional participants recruited from our audience.
  • Access screeners made by your teammates.
    Example: a teammate ran a project with an in-depth screener that helped find great participants.
  • Avoid starting from scratch.
    Example: you want to include a few core questions in every project's screener, but you don't want to retype them each time (who does?).

This feature is available on Research Hub Unlimited (subscription) plans. Learn more about our plans here, or upgrade anytime on your account's Billing page.

Walkthrough

  1. Create a new project, or copy an existing one.
  2. Make your way to the Build Screener Survey step (#3 for public projects, #4 for private projects).
  1. Under Start from an existing project, click Select... to see a menu of your team's current and past projects, including project name, project creator, and study type. (Draft projects won't show up in this list.) Pick the project whose screener you want to copy.
  1. Copying a previous screener will erase any changes you've made to the blank screener in your new project, so double-check that you haven't started adding questions to your new project yet.

Once you've imported the screener into your new project, make any changes you want—edits won't affect the old project.

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