Extend, Re-Open, and Close a Survey

In this article: 

• Overview
• Requirements
• Extend an Open Survey
• Re-Open a Closed Survey
• Close a Paused Automated Survey
• Survey Reminder Notifications

 

Overview

As an admin, manage the survey close date, and re-open or close surveys before the survey's initial close date. 

Requirements

• Available to admins and survey-admin users

Extend an Open Survey 

Active surveys can be extended to close on a date later than the initial close date configured in the survey setup.

To extend an active survey: 

1. Click Administration in the left-hand navigation menu 
2. Click Surveys & Pulses
3. Click on the survey title to navigate to the corresponding survey creator
4. From the survey creator, click the Schedule node
5.  Click the date picker for Close on a Specific Date and select the new close date
6. Click Next to finalize the new close date and return to the Review step

Re-Open a Closed Survey

Surveys that have passed the close date can still be reopened to give survey participants another opportunity to complete the survey.

To re-open a closed survey: 

1. Click Administration in the left-hand navigation menu 
2. Click Surveys & Pulses
3. Click the ⋮ icon for the corresponding survey, then Re-open Survey from the options menu
4. In the Re-open Survey modal, you have two options:
   • Click Re-open Survey to immediately re-open the survey 
   • Check the ☐ Schedule a survey open date and time to specify when the survey reopens, to finalize, click Schedule Survey Re-open

Similarly, if you are closing a survey, you have the option to immediately close the survey or schedule a new close date for a survey. 

Close a Paused Automated Survey

Paused automated surveys can be closed without resuming the survey and without sending automatic invitations to participants.

To close a paused survey:

1. Click and expand Administration in the left-hand navigation menu 
2. Click Surveys & Pulses
3. Click the ⋮ icon for the paused survey
4. Click Close Survey from the options menu
5. In the Close [Survey] modal, you have two options:
   • Click Close Survey Now to immediately close the survey
   • Click the ☐ Schedule a survey close date and time to specify when the survey should close
     
     

Survey Reminder Notifications

When a survey is re-opened or a close date is extended, survey participants do not receive an email notification for the updated close dates. 

To ensure reminder notifications are sent to participants' email addresses, create a new survey reminder. Participants who have yet to complete the survey will receive an email notification as configured with the new close date and survey link. 

To create a survey reminder: 

1. Click Administration in the left-hand navigation menu 
2. Click Surveys & Pulses
3. Click on the survey title to navigate to the corresponding survey creator
4. From the survey creator, click the Schedule node
5. In the Reminders card, click + Add Reminder
   
6. Configure the reminder settings
   • Optionally, customize the Reminder Subject Line and/or Reminder Message 
7. Repeat as necessary to create additional reminders
8. Click Next to save the new reminder(s)