How to Version a Survey
Duplicate, revise, and archive surveys without losing the record of what was fielded.
The Short Version
Duplicate, revise, and archive surveys without losing the record of what was fielded. A practical way to begin is to use Duplicate Survey before major changes, then rename the new version. Finish by making sure you export design summaries for each launch. The full walkthrough below explains each part in order.
Is This Guide for You?
Researchers iterating from pilot to main study.
Follow These Steps
Work through these 5 steps at your own pace. The wording is intentionally practical, and you can return to the checklist at the end when you are ready to review your work.
- Use Duplicate Survey before major changes.
- Rename the new version.
- Preview and publish the new version.
- Keep the old version as a pilot record.
- Export design summaries for each launch.
What This Helps You Accomplish
Versioning protects against confusion about which wording or design produced which data.
A Quick Confidence Check
- Do not overwrite a launched instrument without records.
- Use clear version names.
- Archive pilot and main study separately.
Common Questions
Can I use this guide if I am new to this?
Yes. Researchers iterating from pilot to main study. Follow the steps in order, start with a small test, and use the final checklist before you field or report anything important.
What is the simplest way to get started?
Begin by use Duplicate Survey before major changes. Next, rename the new version. You do not need to perfect every setting before running a small preview or pilot.
How do I know when I am ready?
Use the confidence check above. In particular: Do not overwrite a launched instrument without records. Use clear version names. Archive pilot and main study separately. When the decision is consequential, keep your study documentation and ask a qualified colleague or methods reviewer to examine the design as well.
Related Guides
Research artifact: sample data, codebook, and scriptsResearch Pathways
Product names and fielding platforms mentioned in this guide belong to their respective owners. Conjoint Survey is an independent academic research tool and is not affiliated with, sponsored by, or endorsed by those services.