Reactivate a Closed Survey in a Series

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!

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Reactivating a Series that has Ended

1. From the Admin View, navigate to Surveys > Engage > Responses.
2. Locate the Survey in the series that you would like to reactivate and click into the survey's Details page.
3. From there, click on the "Reactivate Series" button on the right-hand side. 
   
4. On the popup window, enter the Date, Time, and Repeat Cadence for the series. 
    
   
5. Click on the blue "Reactivate" button to save the changes.
   
   
   
   Your survey series has now been reactivated!
   
   
   
   

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Adding the Series to an Existing Progress Plan

1. From the Admin View, navigate to Surveys > Engage > Responses.
2. Locate the Survey in the series you want to add to a Progress Plan and click on the survey's Details page.
3. Click on the green "Add To Plan" button. 
   
   
   
   
4. Click on the "Existing Plan" option—we will discuss creating a New Plan in the next section—select the Progress Plan you want to add the series to, then click the blue "Add" button.
   
   
   
   
5. 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!

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Adding the Series to A New Progress Plan

1. From the Admin View, navigate to Surveys > Engage > Responses.
2. Locate the Survey in the series that you would like to add to a Progress Plan and click into the survey's Details page.
3. Click on the blue "Add To Plan" button. 
   
   
   
   
4. This time, click on the "New Plan" option and customize the plan accordingly.
   
   
   
   
5. Click the "Add" button to add the series with your specifications, and the new Progress Plan will be created.
   
   

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Want to know more about editing your Progress Plans? Have a look at this help document.