Manage a Survey

To manage your scheduled survey, or the draft survey, please go to 05. Follow Up – Surveys section.

In the Surveys section, you can see the Active surveys that you have already scheduled, and Draft surveys that you haven’t scheduled yet.

When you click the 3 dots icon in the Active Survey, you can:

  • Preview In Browser: This will open a new window to view the survey form that you have created.
  • Pause Survey: This will pause the survey, and recipients cannot take survey temporarily.
  • Resume Survey: This will re-open the survey, and recipients can take the survey until the expiry date.
  • See Results: This will take you to the Survey Summary page.

When you click the 3 dots icon in the Draft Survey, you can:

  • Edit: This will take you to the Build Survey step to update the survey form.
  • Edit Recipients: This will take you to the Add Recipients step to update the recipients.
  • Edit Distribution: This will take you to the Schedule Distribution step to update the time of distribution, reminder, and expiry date.
  • Preview in Browser: This will open a new window to view the survey form that is saved.
  • Delete Survey: This will delete the survey, and the deleted survey cannot be restored.