Merge/Combine Questionnaires

Merging questionnaires can be a valuable feature if your organization regularly sends out the same questionnaires for a particular petition.

NOTE: This feature will not retain any customization made to questionnaires. Meaning - if you merge Questionnaire A with Questionnaire B to create Questionnaire C, any edits made to Questionnaire A will not be reflected in Questionnaire C.

1. Navigate to 'Setup' (Left Menu) and click 'Knowledge Base'.
2. Click 'Copy/Merge Questionnaires' under the 'Questionnaire Templates' section.
3. Click 'Select' for the first field to find one of the questionnaires you'll merge.
4. Once you find the questionnaire, click 'Choose' to use that one.
5. Repeat to choose another questionnaires. If you need more than 3, select the 'Add' button.
6. Once you've added the questionnaires you want to merge, give the 'Destination Questionnaire' a name and select 'Save'. If you want the newly merged questionnaire to overwrite an existing questionnaire, then click 'Select' and choose the questionnaire you want to overwrite.
7. If the questionnaire that you've chosen to merge with another is no longer needed, you can check the 'Delete after Copy/Merge' checkbox.
8. Your new questionnaire will now be available in the 'Questionnaire Template' section.