survey from CX account to EX account | XM Community
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One of our colleagues has been making surveys in CX https://dreamifiel.com/, but we realized that the surveys are better suited for EX. As an admin who is new to the role, I'm not sure if it's possible to transfer all the surveys the colleague created in the CX environment to EX. Can you assist me with this?


minhaalex

  1. Survey projects can be "transferred" through uploading a .qsf of the survey questions to the new project started in EX. This will only pull over the survey questions and no other associated data. Then, from the EX side, create your engagement project and when it asks "How do you want to start your project" select "Import QSF File."

  2. Dashboard projects can not be shared as administrators can only be current users part of your brand.

Hope it helps!

Thank you so much

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