Manage Your Listening Program | Overview

After your survey is live there are several things you can manage and modify to keep the survey process running smoothly - from making changes to the survey and/or respondent information to setting up platform users, configuring trend, and closing the survey.

This article walks through the high level of each and links out to the step-by-step:

• Manage Your Live Surveys
• Add & Manage Users
• Configure Trend
• Close Your Survey

Manage Your Live Surveys

When your survey is in Live status many features are locked down; however, there are several things you can do to manage your survey. For example, you can make limited changes (edit existing question text, logos, and colors), duplicate your survey, or revert to draft (typically used to test the survey prior to launch and then clear the responses).  

To learn more, see the Manage Your Live Surveys article.

Support Participants

When it comes to participants, things can change while your survey is live. A new hire may need to access the survey or someone included in your data file may leave the company or change their name or email address. Sometimes people take the survey and want to change their responses, requiring you to reopen the survey for them.

You can easily make these kinds of changes to support your participants. To learn more, see the Support Participants article.

Add & Manage Users

As the need arises, you can add new Creator or Reporting users to a survey, edit the information for existing users, and manage users. User management includes editing user details, cloning users, deleting users, and sending invites to individual users to access the platform.

To learn more, see the Add & Manage Users article.

Configure Trend

You can configure trend to see results for each question and category in your current survey, as well as past surveys where matching questions were asked. Configuring trend for a survey makes the Trend Report available in your Results dashboard. You can select one or more trend sources as available. Each trend source is included as a comparison column within the Trend Report.

To learn more, see the Configure Trend article.

Close Your Survey

For a point-in-time survey you typically set a limit for how long the survey is available to participants. When you close your survey, invitees can no longer access it. You can schedule a close date so your survey closes automatically or you can close it manually. You can also reopen a closed survey, if necessary.

To learn more, see the Close Your Survey article.