Have you ever found yourself in a position where you'd like to resume sending out a series of surveys that you ran in the past, but the original series has finished? Look no further!
You now have the option to reopen a closed survey series. This will save you time on having to recreate another series, and will also allow you the convenience of adding it to a new or existing Progress Plan, saving you time in the long run!
IN THIS ARTICLE:
- Reactivating a Series that has Ended
- Adding the Series to an Existing Progress Plan
- Adding the Series to New Progress Plan
Reactivating a Series that has Ended
- From the Admin View, navigate to Surveys > Engage > Responses.
- Locate the Survey in the series that you would like to reactivate and click into the survey's Details page.
- From there, click on the "Reactivate Series" button on the right-hand side.
- On the popup window, enter the Date, Time, and Repeat Cadence for the series.
- Click on the green "Reactivate" button to save the changes.
Your survey series has now been reactivated!
Adding the Series to an Existing Progress Plan
- From the Admin View, navigate to Surveys > Engage > Responses.
- Locate the Survey in the series that you would like to add to a Progress Plan and click into the survey's Details page.
- Click on the green "Add To Plan" button.
- Click on the "Existing Plan" option - we will go over the creating of a New Plan in the next section - and select the Progress Plan you want to add the series to, then click the green "Add" button.
Options in more detail:
This Survey - You can choose to add only the current survey to the plan and omit the others in the series.
This and the following surveys - You can choose this to add the selected surveys and all future surveys,
leaving out the surveys that were completed in the past.
All Surveys - This will add all past surveys in the series, the current one, and all future surveys to the plan.
- Upon adding the series to the existing Progress Plan, you will see a temporary message at the top right-hand side.
Your survey series has now been added into the chosen Progress Plan!
Adding the Series to New Progress Plan
- From the Admin View, navigate to Surveys > Engage > Responses.
- Locate the Survey in the series that you would like to add to a Progress Plan and click into the survey's Details page.
- Click on the green "Add To Plan" button.
- This time, click on the "New Plan" option, and customize the plan accordingly.
- Click the "Add" button to add the series with your specifications, and the new Progress Plan will be created.
Want to know more about editing your Progress Plans? Have a look at this help document.