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Reference Surveys

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About Reference Surveys

Often, you will need to use the same sets of questions in multiple surveys. Rather than re-creating these questions, you can copy them with a few clicks. The Reference Survey element allows you to take surveys stored in your Qualtrics library and reference them inside your other surveys. Any changes made to the survey questions in your library will also change the questions within any survey they’re referenced in.

Setting Up a Reference Survey

  1. Create a new survey that includes the questions you would like to reference in multiple surveys.
  2. Go to the Projects page by clicking the XM logo in the top left.
    the projects page. clicking the projects actions menu for a project and clicking copy project
  3. Click on the project actions menu to the right of the survey.
  4. Choose Copy project.
  5. Choose to copy to a Library.
    choosing where to copy the survey
  6. Give the copy a name.
  7. Select the library to save the copy in.
  8. Select the folder to save the copy in.
  9. Click Copy project.

Using a Reference Survey

  1. Create a new survey or open an existing survey in which you want to reference a survey.
  2. While editing the survey, open the Survey flow.
    navigating to survey flow and adding a new element
  3. Click Add Below or Add a New Element Here.
  4. Choose Reference survey.
    selecting the reference survey element
  5. Select the library that contains the reference survey.
    in the reference survey element, choosing the library and survey
  6. Choose the survey you want to reference.
    Qtip: If needed, you can move the reference survey to a different place in your survey flow.
  7. Click Apply.

After you’ve added your reference survey element, you will see the reference survey blocks in your survey editor (though they will not be editable).

the reference survey icon is on a question block

Editing a Reference Survey

Once a survey is referenced in the survey flow, any changes made to that referenced survey will be automatically applied to all surveys using that reference survey element.

Qtip: Changes to the reference survey can only be made within the survey library.
Warning: Editing reference surveys affects all surveys that reference the survey in the library. Additionally, your edits will need to be published before they are saved. For information about survey publishing and surveys affected by edits, go to the Reference Survey Publishing page.

To edit a Reference Survey

  1. Navigate to your Library.
    navigating to library by using the navigation menu in the top left
  2. Choose Survey Library.
    clicking the gear next to a library survey and clicking edit survey
  3. Click on the gray gear to the right of the survey.
  4. Choose Edit Survey.
  5. Edit the survey questions as desired (only question options and logic settings are editable; a referenced survey takes on the theme of whatever survey it is referenced into). Any changes will be automatically applied to all reference survey elements referencing the survey.
    viewing the affected linked surveys

    Qtip: Click the Linked Survey button to see a list of all surveys that use this reference survey
  6. When finished, click Survey Library to return to your library or use the navigation menu to go elsewhere.

Translating a Reference Survey

While regular surveys are translated using the Tools menu, reference surveys need to be translated in the survey library before those translations are available when referencing the survey.

To translate a reference survey:

  1. Navigate to your Library.
    navigating to library by using the navigation menu in the top left
  2. Select Survey Library.
    clicking the grey gear icon next to a library survey and selecting translate survey
  3. Click the gear icon to the right of the survey.
  4. Choose Translate Survey.
  5. Click Add Language to add your survey languages. This translation editor works the same as the one in the Tools menu. See this page on Translating Surveys for more information on using the survey translator tool.
    the translation window for adding survey translations
  6. When finished, click Survey Library to return to your library or use the navigation menu to go elsewhere.