- Getting Started!
- Why Sogolytics
- Getting Started with Sogolytics
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Mobile App
- Design
- Introduction to Project Design
- Project Types
- Create a Project
- Question Types
- Question Types
- Add a Question
- Mobile Friendly Questions
- Edit a Question
- Introduction to Simple Question Types
- Introduction to Grid Questions
- Horizontal Radio Button
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Drop Down
- Check Box (Multi-Select)
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Page Break
- Captcha
- List Box
- Rating Drop Down
- Rating Radio Button
- Attachment
- Numeric Allocation
- Drill-Down
- Signature
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Question Sequence
- Introduction to Project Options
- Project Details
- Add Languages
- Anonymous Project
- Display Options
- Event Messages
- Save and Continue Later
- Thank You Message
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
- Expiry Rules
- Switch Project Type
- Use Chain Invitations to Share Surveys
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding and and White Labeling
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Automated Distribution
- Invitation Templates
- Contact Lists
- Reminders
- Customizing Participation
- Good to Know
- Participation
- Track
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
- Text Analysis
- Frequency Reports
- Individual Responses
- Raw Data
- Special Reports
- Legacy Reports
- Charts and Graphs
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Cookie Policy
- Import Options
- Export Data
- GDPR
- HIPAA
- Integrations and API
- Account Administration
- Account Settings
- Account Settings
- Update Personal Information
- Update Company Information
- Account Notifications
- Review Account Usage
- Customize Survey Labels
- Project Allocation
- Linked Account
- View Product Details
- Referral Program
- Payment History
- Billing Information
- Two-Step Authentication
- Account Security
- Recent Account Activity
- Single Sign-On (SSO)
- Outbound Email Settings
- Compliance
- Email Settings
- Project Branding
- Manage Sub-Users
- Good to Know
- Account Settings
- Billing
- Introduction
- Sign Up and Upgrade
- Acceptable Payment Methods
- Upgrade a Paid Account
- Payment Receipts
- Change Billing Information
- Upgrade Using Purchase Order
- Referral Benefits Program
- Sogolytics Plans
- Payment Methods Available
- Failed Payment
- Switch to Annual Billing
- Upgrade a Basic/Trial Account
- Sign Up for a Paid Account
- Sogolytics Standard Support
- Downgrade or Cancel Account
- Getting Started!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
- Account Administration
- Introduction to Account Administration
- Managing Users
- User Groups
- Landing Pages
- Tab Editor
- Critical Alerts
- Enable Browser Based Notifications
- Customer Feedback Preferences
- Turn Emails into Dialogues
- Account Activity Log
- Define Dialogue Aging
- Create Tags
- Comparison Overview
- Raise a Dialogue with Sogolytics
- Safelisting
- Inbox
- Dialogues
- News
- SogoConnect Dashboard
- Campaigns
- Help
- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
- Get Results
- Introduction to Poll
- Build your Poll
- Launch your Poll
- Analyze your Poll
- Build Project
- Project Style
- Launch Project
- Analyze Project
- Account Settings
- Good to Know
At any time, a survey can be in one of three states: Edit, Active, or Expired. The status of your current survey can be viewed or updated at any time. On Home, your four most recent surveys are each displayed in the color that represents their status – green, orange, or red. When you click on the All Surveys icon to display your full survey list, you’ll also see this representative color displayed as an icon in a column to the left of the survey title.
Depending on your needs, you may change the status of a survey at any time. To change the status, hover over the status icon and click on your selection from the dropdown menu.
Edit mode
- Displayed as an orange icon.
- You can make structural changes to a survey that is in Edit mode. Structural changes, including adding, deleting, moving, or copying questions, or applying Branching or Question Display Logic, can be done only while a survey is in the Edit state.
Active mode
- Displayed as an green icon.
- Indicates that the survey is now available for participation. Users can only participate if the survey is in Active mode. You can generate reports for your ongoing surveys. You can also send new invitations or reminders to participants for this survey. Some structural changes can still be made, but participation and reporting may be impacted.
Expired
- Displayed as a red icon.
- Indicates that you no longer wish to receive responses to the survey. As soon as you set your survey as Expired, you will be able to edit your survey, generate reports, and export data from the survey.
Once a survey receives a response, it cannot be changed to Edit mode. To return a survey to Edit mode, responses will need to be deleted.