Manage a Live Survey

This section walks through what you can and cannot do with a live survey.

Viewing Results During a Live Survey

• While the survey is open, results are limited.
• Anonymous surveys: Participation and completion rates by group will only be visible once a group has at least 6 participants.
• Attributed surveys: Results can be filtered by any group size.
• Reports display participation percentages and completion status, but do not show individual responses until the survey closes.
• Automated surveys (triggered by participant events) require the survey to be set as Attributed in the Settings tab before scheduling.

Editing Options in a Live Survey

• Questions: The survey introduction and questions cannot be edited once the survey is live. 
• Participants:
  • Add missing participants (e.g., if your employee list has changed, use Sync Employees in the Participants tab).
  • Remove participants individually if necessary.
  • For each participant, you can:
    • Resend their unique survey link.
    • Copy their link to send manually.
    • Remove them, which deletes their response data.
• Scheduling:
  • You cannot switch between fixed-date and automated schedules after a survey has gone live.
  • You can extend or shorten the survey end date.
  • To change the start date, anonymity, or introduction, you must first unschedule the survey and remove all participants.
  • Changes are autosaved once unscheduled.
• Communications:
  • Future communications can be edited, deleted, or rescheduled.
  • Additional reminders can be added.
  • Messages already sent cannot be edited.
• Settings:
  • Anonymity setting (Anonymous vs. Attributed) cannot be changed once live.
  • Tags cannot be added, updated, or removed while live.

Managing Survey Lifecycle

• Ending a Survey Early:
  • Use the End Survey option in the Send tab if you need to close it before the scheduled end date.
  • Once ended, participation tracking stops, and results become available in full.
• Exporting Links:
  • From the Send tab, a CSV file can be downloaded with participant details and unique links for manual distribution.

Viewing a Closed Survey

Once a survey has closed, its results are no longer managed through the All Surveys list. Instead, SurveyAdmins and SurveyManagers can view outcomes by clicking Results beside the survey name.

• Works the same for Fixed-Date and Automated surveys.
• Clicking Results takes you directly into the Report for that survey.

From there, you can analyze participation, review indicators (e.g., eNPS, engagement), filter by groups, and export reports.

Report Access

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