Duplicating a Program, Series, Challenge, or Question

You may want to duplicate Programs*, Series, Challenges, or Questions for different use cases.
*Note: The Goal Design is saved at the Program level - which means that you cannot duplicate a Series, Challenge, or Question from one Program and move anything to a different Program. The link back to measurable business results from all of those sub-items will be missing, since the link is supposed to link back to that of the Program they are housed in. To duplicate content into a different Program, duplicate the entire Program and edit the Goal Design first in order to preserve the links to the sub-items

Duplicating Programs

When should you duplicate a Program? There are several instances:
  • Duplicate the MASTER Program to create specific Programs
  • Duplicate a Program you have built to create a TEST Program to keep the test data separate from your finished Program
  • Duplicate a successful specific Program to repeat it and have the reporting in new Reports
  • Duplicate a specific Program for a different Player Group (report on your Player Groups separately in different Reports)
  • Duplicate a Program to copy all the Series, Challenges, Questions, and assets - with the link to the Goal Design intact (you will then need to edit the Goal Design and the links to the sub-items will automatically update)
First, from your Program Page click the drop-down menu of the Program you want to Duplicate and select Duplicate.

A pop up box will appear. Follow the prompts to complete duplicating your Program.

In the popup, choose "Yes" if you would like to also duplicate the Learn More Items, Question images, and Install Site from the Program...if you want this for your use case. Choosing "Yes" will duplicate all of these assets in the backend - with the same name as the originals. This will allow you to edit them independently of the originals. We recommend choosing "No" when duplicating Programs for testing purposes - since anything you need to update after running a test, should be done to the original assets and not their duplicates.


Duplicating Series

When should you duplicate a Series? You can:

  • Duplicate a successful Series to repeat it and have the reporting in the same Reports for the overall Program
  • Duplicate a deployed Series to re-deploy the same Questions to your Players to re-test them on the same information
  • Duplicate a deployed Series to edit and then re-deploy Questions to your Players test them on retained knowledge and subject mastery
  • Duplicate a Series for a different Player Group in the same Program (report on Player Groups together in the same Program)
  • Duplicate a Series for a different Player Group time zone in the same Program (report on Player Groups together in the same Program)
Housing multiple Series under the same Program will allow you to track Player Groups progress on Habit development in one central place.
When you have different Player Groups but want all the data from one initiative to be in the same Report, duplicate the Series within the Program, and name each Series for each Player Group. You would specify Player Group in your Series name. An example is if you duplicated one of the Series within the Sales Onboarding - MASTER Program so there are 2 separate Series, and you named one for “East Reps” and the other “West Reps." All reporting would roll up into one report for Sales Onboarding as a whole.

To duplicate a Series, from the Series screen or the Goal Design screen, click the caret to the right of the Series name and select Duplicate. 

In the popup, check the "Preserve Items Inside" checkbox to also copy the Challenges, Questions, Clues, Insights, images, Learn More Items - EVERYTHING - inside the Series....if you want this for your use case. Be careful when duplicating Series as you cannot delete them and will need to contact Tech Support if you have created a Series in error. 

Duplicating Challenges

You may want to duplicate a Challenge inside of a Series. You may:
  • Duplicate a Challenge if the initiative is an ongoing one, and you know that there will be more Players invited to play the Challenge in a future week who you wanted to report on in a separate Challenge Report but in the same Goal Progress Report for the entire Program
  • Duplicate a Challenge as a future week after a Program has launched, in order to reinforce concepts from a previous Challenge where your Players didn't perform well
Note: You won't be able to re-deploy a Challenge once deployed to your Players, so to re-deploy a Challenge you will need to duplicate it. If you re-deploy a Challenge and want everything to be exactly the same, you do not need to "Preserve Items Inside" because it will copy all the assets inside the original Challenge. 

To duplicate a Challenge, click the caret to the right of the Challenge name, and select Duplicate.

In the popup, check the "Preserve Items Inside" checkbox to also copy the Questions, Clues, Insights, images, Learn More Items - EVERYTHING - inside the Challenge. Unlike a Series, you can delete Challenges you've created in error. You can delete a Challenge and check the box to Preserve Questions, which places the Questions back onto the left side of the Goal Design interface ready to drag over under a different Challenge in the right column to create the Mastery Sequence. 


Duplicating Questions

Duplicating Questions is very much the same as Challenges. You may:
  • Duplicate a deployed Question to re-deploy the same Question to your Players to re-test them on the same information
  • Duplicate a deployed Question to edit and then re-deploy a new Question to your Players test them on retained knowledge and subject mastery

Note: You won't be able to duplicate Questions inside of a Challenge that has ended. To re-deploy Questions in that situation, duplicate the Challenge itself and schedule it (and the Questions inside) for a future date.

To duplicate a Question, click the caret to the right of the Question Title, and select Duplicate. 
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