You can easily duplicate a template or an existing review to save time when setting up a large number of similar reviews.
Follow these steps:
- Go to the Summary page of the review you'd like to duplicate;
- Click the three encircled adjacent dots in the upper right corner;
- Select "Duplicate";
- Choose a name for the duplicate review in the modal that pops-up;
- Hit "Duplicate".
Once you do that, you will be taken to the summary page of the newly created duplicate review, which will have the same settings as the original.
To wrap up the setup, adjust the feedback pairings via "Edit participants" and the schedule via "Edit schedule".
Note: Participants who have been deactivated will not be copied into the duplicate. This may leave some feedback recipients without any reviewers.
If another aspect of the setup needs changes, it is, of course, possible to do it via using the setup form.
Tip: Learn how to make your review template here