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Managing Environments

Each source in Told represents an environment. We recommend creating separate sources for each environment to keep test and production data separate.

SourcePurposeSDK initialization
Local devTest surveys during developmenttold('init', 'DEV_SOURCE_ID')
StagingPre-production testingtold('init', 'STAGING_SOURCE_ID')
ProductionLive userstold('init', 'PROD_SOURCE_ID')

The only difference between environments is the Source ID passed to the init function.

Tags

Use tags to label and organize your sources (e.g., "production", "staging", "testing"). Tags help you quickly identify sources in the dashboard.

Copying surveys between environments

To replicate a survey from your dev environment to production:

  1. Open the survey in your dev source
  2. Click Duplicate
  3. Select the target source (e.g., production)
  4. The survey is copied with all questions, customization, and triggers
  5. Activate the survey in the target source
warning

Remember to activate the duplicated survey — duplicates are created in inactive state.