This guide walks you through duplicating an existing review and preparing it for your next cycle. You'll learn how to duplicate a review with all its structure intact, update key settings and content, and use AI tools to help you spot anything that needs refreshing.
Duplicating a review
When you duplicate a review, you're creating a copy of the review structure, including all steps, form fields, settings, and email templates. However, participant assignments, submitted responses, and historical data won't be carried over—giving you a clean slate for your new cycle.
Locate the review you want to duplicate in your reviews list
Click on the three-dot menu next to the review name
Select 'Duplicate' from the dropdown menu
Review the confirmation message showing what will and won't be duplicated
Give your new review a title (you can do this during duplication)
Click 'Duplicate' to create the new review
Scroll down to find your newly created review—it will be in draft mode with no participants assigned
Updating review settings
Once you've duplicated your review, you'll need to update the settings to reflect your new review cycle. This typically includes dates, participant groups, and any cycle-specific configurations.
Click on the 'Manage' option on your duplicated review to access the review details
Navigate to the review settings section
Update key settings such as:
Review cycle dates
Participant groups or criteria
Any permissions or visibility settings
Deadline dates for each review step
Save your changes before moving to the next section
Editing the review form
The review builder allows you to modify the questions and structure of your review form. Even if you're largely keeping the same format, you may want to refine questions or update examples to keep content fresh.
From the review details page, click into the review builder
Review each section and question in your form
Make any necessary updates to:
Question wording
Rating scales or options
Instructions or guidance text
Section headings
Save your changes as you go
Check out other articles for more information on editing review settings, building reviews or configuring the PDF.
Managing email templates
Email templates are duplicated along with your review, but you'll want to update dates, cycle names, and any time-sensitive content to ensure communications are relevant to your new cycle.
Navigate to the email management section from your review details
Review each email template in the sequence
Update content including:
Review cycle dates and deadlines
References to the current review period
Any cycle-specific instructions or context
Save each template after making changes
Using AI to quality check your review
The AI design quality check tool is a powerful feature that can scan your duplicated review and identify content that may need updating for your new cycle. This is particularly useful for catching date references, cycle-specific language, or outdated instructions.
Access the AI design quality check tool from within your review
Run a scan of your review content
Review the AI's suggestions, which might highlight:
Old dates that need updating
References to previous review cycles
Content that may no longer be relevant
Ask the AI specific questions about areas you're unsure about, such as "What dates need updating in this review?"
Make the recommended updates across your review settings, forms, and emails
Final checks before launch
Before you assign participants and launch your new review cycle, take a moment to verify everything is in order.
Confirm all dates are correct throughout settings and email templates
Check that participant groups or criteria are set appropriately
Review your form content one final time
Test the review flow if possible by completing a test submission
Once satisfied, move the review out of draft mode and assign participants