Pulse Insights Documentation
  • Pulse Insights Overview
    • 👋Welcome to Pulse Insights
  • Implementing Pulse Insights (Dev)
    • Implementing on Web and Mobile Web
      • Deploying your tag (code snippet)
      • Ingesting contextual data for targeting and analysis
      • Client Key
      • Tracking Events (aka High Value Actions)
      • Presenting a specific survey
      • Supporting Inline surveys
      • Callbacks
      • Privacy Features
        • Identifiers, cookies, and local storage
        • Data that Pulse Insights stores
      • QA Process and Preview Mode
        • JavaScript Object
      • Single Page Apps
      • Load Time & Availability
      • Bot blocking
      • Customer-initiated Feedback
    • Implementing in email
      • Dynamic Email
    • Implementing in Native Apps
      • Android
        • Android Release Notes
        • Android Demo App
      • iOS
        • iOS Release Notes
        • iOS Demo App
      • Demo App Help
  • Integrations
    • Integrations overview
      • Hubspot
      • Braze
      • Google Analytics
      • Data Lake
  • Configuring Pulse Insights (Console)
    • Account Setup
      • Authentication & SSO
      • Inviting Collaborators
      • Roles & permissions
    • Dashboard & Program Management
      • Survey Status
    • Editor
      • Question Types
        • Survey Invitation
        • Single Choice
          • Using Images
        • Multiple Choice
        • Free Text
        • Net Promoter Score
        • Slider
        • Custom Content (Next Best Action)
        • Thank You Message
          • Poll (Show Results)
      • General
      • Targeting
        • Devices & Channels
        • Sample Rate
        • URL & Events
        • Dates
        • Previous Responses
        • On Page Behavior
        • CRM Targeting
        • Geo Targeting
        • Goal
        • User Behavior
        • Advanced Settings
      • Formatting
        • Widget Types
          • Docked
          • Bottom Bar
          • Top Bar
          • Overlay
          • Inline
        • Themes
        • Question Display
        • Custom CSS (Survey-level)
        • Supported Markdown
      • Link Builder
      • Preview
      • Survey Groups (Localization)
    • Reporting
      • Results Page & Filtering
      • On Demand
        • Columns/Data Dictionary
      • Scheduled Reports
      • Free Text
        • AI Generated Summary
        • Responses & Tagging
      • Custom Content Reporting
      • Viewable Impressions
    • Account Level Settings
      • Get Code Snippet
      • Global Targeting
      • Data & Integrations (Callbacks)
      • Data Restrictions
      • Themes
      • Automations
        • High Value Actions (Events)
      • Activity Log
      • Configured by Pulse Insights
  • Best Practices
    • Best Practices
      • Copy
      • Design and Execution
      • Targeting
      • Widget Types
      • Sample Rate
      • Submission Rates
      • Special Features
      • Best Practices for Progressive Profiling
  • API
    • API reference
      • Surveys
        • Questions
        • Poll
      • Q
        • A
      • Direct serve
      • Serve
      • Results
      • Present results
      • Track event
      • Custom content link click
      • Submissions
        • All answers
        • Answer
        • Close
        • Viewed at
      • Devices
        • Set data
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On this page
  • How to Change a Survey's Status
  • Via the Dashboard:
  • Via the Survey Editor:
  • Via the Survey Results Page:

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  1. Configuring Pulse Insights (Console)
  2. Dashboard & Program Management

Survey Status

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Last updated 1 year ago

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There are 5 different survey statuses:

Status
Description
When to Use

Draft

Newly created surveys are in "Draft" mode by default. When in "Draft" mode, the survey is not currently firing.

Live

The survey is firing and eligible for end users.

Paused

The survey is not firing for end users.

This status is ideal for when you'd like to temporarily stop the survey from being shown to users, but would like to set it live again in the near future. Paused surveys are hidden in the Dashboard view by default, but you can view Complete surveys by checking "Paused" in the left filter panel.

Complete

The survey is not shown to end users.

Surveys automatically change to "Complete" status when an end date is reached (set in Targeting), or when the Submission Goal is met.

You can also manually set the survey status to "Complete" if you'd like to stop showing the survey and the survey is not expected to go back "Live" in the future (note: use the "Paused" or "Draft" status if you expect to set the survey live again in the future).

"Complete" surveys are hidden in the Dashboard view by default, but you can view Complete surveys by checking "Complete" in the left filter panel.

Archived

The survey is not firing for end users.

Use this status when the survey will not be set live again and you would like to hide the survey from the default dashboard view.

You can see "Archived" surveys in the Dashboard by selecting "Archived" in the left filter panel.

Archiving a survey does NOT delete submission data and you can still view and download results for Archived surveys.

How to Change a Survey's Status

There are 3 locations within the Console where you can change a survey's status. Simply click on the dropdown menu and select the desired status. If you are choosing to set a survey "Live", a popup will appear to ask "Are You Sure?". This is to prevent any accidental launching of surveys before they are ready! Just click "OK" to proceed, or "Cancel" to keep the survey in its current status.

Via the Dashboard:

Via the Survey Editor:

Via the Survey Results Page:

Use this status when you are making edits to a survey. Use this survey status when you want to use the Console's mode.

When all survey edits have been made and the survey is ready to be shown on the site. You can also use the mode to preview surveys with "Live" status.

Live Preview
Live Preview