Renaming a survey in Qualtrics is a straightforward process that helps you keep your projects organized and easy to identify. You can quickly change a survey's name directly from your Qualtrics homepage in just a few clicks.
Quick Steps to Rename Your Qualtrics Survey
To rename your survey, follow these simple steps:
- Log in to your Qualtrics account. You'll typically access Qualtrics through your organization's portal or directly via the Qualtrics login page.
- Navigate to your Surveys page. Once logged in, you should see a list of your existing surveys.
- Locate the Survey. Find the specific survey you wish to rename.
- Access the Actions Menu. To the right of the survey name, click on the three dots (also known as an ellipsis or "More options" menu).
- Select "Rename." From the dropdown menu that appears, choose the Rename option.
- Enter the New Name. A text field will appear, allowing you to type in the desired new name for your survey.
- Save Changes. Click outside the text field or hit Enter to save the new name.
Here’s a quick summary of the actions:
| Action | Description |
|---|---|
| Log In | Access your Qualtrics account. |
| Find Survey | Locate the specific survey on your homepage. |
| Open Menu | Click the three dots (...) next to the survey name. |
| Choose Option | Select Rename from the dropdown menu. |
| Input New Name | Type in the desired new survey name. |
| Confirm | Save the changes to finalize the renaming. |
Why Rename Your Qualtrics Survey?
Renaming surveys offers several benefits for effective project management and collaboration:
- Improved Organization: Clear, descriptive names make it easier to find specific surveys among many projects.
- Enhanced Clarity: A well-named survey immediately conveys its purpose or content, especially when collaborating with team members.
- Version Control: You might rename a survey to indicate different iterations (e.g., "Customer Feedback V1," "Customer Feedback V2 - Live").
- Project Evolution: As projects evolve, renaming a survey can reflect changes in scope, target audience, or objectives.
Best Practices for Survey Naming
Consider these tips for creating effective and descriptive survey names:
- Be Specific: Include keywords that clearly describe the survey's purpose (e.g., "Q4 Employee Engagement Survey," "Website Usability Test - Homepage").
- Keep it Concise: While descriptive, avoid overly long names that might be truncated in lists.
- Consistency: If working in a team, establish naming conventions (e.g., "Project_Topic_Year").
- Avoid Ambiguity: Ensure the name can't be mistaken for another survey, especially if you have similar projects.
- Use Dates/Versions: For recurring or evolving surveys, adding dates or version numbers (e.g., "Client Satisfaction 2024-Q1," "New Product Survey - Pilot") can be very helpful.
For additional support and managing your Qualtrics projects, you can visit the official Qualtrics Support page.
