Creating and Managing CX Projects

Introductory video

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Creating new CX Projects

High-value survey campaigns have never been easier to create, manage, and analyze.

CX survey campaigns are organized into projects. Create and launch a project in seconds:

1	Click “Create a new project”	If this is your first project, you'll automatically skip this step
2	Pick your Metric question	Choose from NPS, CSAT, 5-Star, CES, PMF, eNPS, Thumbs, or Smilies and more (If you select Start from Scratch, you'll jump to the ever fast and flexible Delighted Surveys)
3	Add your Branding (+ Brand/product name)	Required: Enter a Brand or product name Optional: Change color scheme, button style, logo Optional: Alter your Metric question, Intro message, Translation, Comment question Click "Next: Additional questions" to advance — (or select "Skip to finish" and jump to step 6)
4	Optional: Add Additional questions	Optional: Include up to 10 new questions Click "Save" after each question Click "Turn on" when you are ready to display Click "Next: Thank you page" to advance — (or select "Skip to finish" and jump to step 6) (Need more than 10 questions? Consider Delighted Surveys.)
5	Optional: Adjust your Thank you page	Optional: Edit your Thank you message Optional: Change your message based on Metric score Optional: Enter a redirect "Link URL" Click "Next: finish" to advance
6	Use Link survey or "Set up" more distribution platform(s)	Your Link is ready! Copy the link and share your survey immediately! Optional: Add and customize new Links Optional: Add distribution platforms by clicking "Set up" in their tiles. Click: Email Web Kiosk Mobile SDK Embed (Email for code)

Super simple, smart & short training videos!

Have 30 minutes to obliterate the learning curve?

Check out our Core Training & Certification program — 7 concise videos that are sure to uplift you survey campaigns.

Then, try our Admin Training & Certification course. If you have Admin responsibilities, this course is for you.

And subscribe to our Youtube channel for additional training and best practice videos.

Renaming your projects

To rename your projects in the Edit Project window:

1: Open the "Projects" dropdown menu → seen at the top of your Dashboard
2: Click the settings “Gear” → appearing next to a project's name
3: Click inside the “Project name” box → in the Edit project window
4: Enter the new name → ex. "My NPS project"
5: Click “Save changes”; Respondents will not see the project's name
The name you invent is for internal use and will appear in the dropdown menu. A clearly identifiable name is extremely handy if you have a team working on a survey or if you have multiple CX projects in your account.

Deleting obsolete projects

To delete or remove projects from your account:

1: Open the "Projects" dropdown menu
2: Choose the “Gear” icon → to the right of the Project's name
3: Choose “Delete this project” → at the bottom of the Edit Project window
4: Verify your decision by clicking “Delete this project”; One chance to undo!
Delighted CX will give you a chance to “Undo” the action if you change your mind. But if you click “X” and close the notification bar, the deletion is permanent and cannot be undone.

When to modify, reuse, or delete a CX project

As this decision matrix suggests, you may not need to create a new project if you can modify or reuse an existing one.

Modify if . . .	Delete if . . .
You are asking the same basic question, just to a new group or demographic	You need to change the CX metric question type — or if you need to launch a uniquely new CX project altogether
You are running a relational NPS, CSAT, or similar survey and it's time to send again	You want to survey a new touchpoint in the customer journey — and if you wish to completely separate any new data from previous feedback

Edits and modifications can include, but are not limited to:

Renaming a CX project
Adding or editing distribution platforms
Adding or editing Additional questions
Altering a project's customizations, including its question text

Importantly, one thing you can’t do is substitute a survey's initial question type or methodology (say from NPS to CSAT). Doing so would throw your metrics into a tizzy. Essentially, your validity and reliability would be compromised. Ergo, if you need to change the question type, delete the project and create a new survey from scratch.

Only Admins can create and delete CX projects

Only Admins have permission to add or remove projects from an organization’s account. For security reasons, assigning user roles to team members (like Admin, Standard or Limited) is a good idea. User roles set the guardrails around who can change critical settings and attributes. Learn everything Admins can do in our video-based Admin training and certification program for Delighted CX.

If you are creating a Free account, you are automatically an Admin, so create away!

Exporting data before deleting

When it's necessary to delete a CX project, first Export your data and store it in a safe place. (Once deleted, a project's data can't be recovered!)

When exporting, select from these three options:

1	Survey responses	Download all, or a portion of your responses as segmented by data range
2	Survey responses	Isolate just your sent survey data by date range and/or by whatever platforms you are using. (In our example, both the Link and Email platforms have collected responses
3	Scheduled surveys	Download just a list of surveys yet to be sent within a date range

To export all or part of your data:

1: Select “Export data” → located in the bottom-left corner of your Dashboard
2: Pick either “Survey responses,” "Sent surveys,” or “Scheduled surveys” as explained above
3: Optional: Select a date range → ex. Last week
4: Click “Export to CSV” to download the data you selected to your computer