📅 How to Use It
Create Your Survey:
Navigate to Surveys > Add New Survey, then click 'Select' to choose a survey type.
2. Fill in the Basics (Required Step)
In the Required: Basics step, add all the necessary details:
Survey Name
Title (visible to all participants)
Survey Close Date – specify the day, time, and time zone
(Note: The close date cannot be earlier than the potential launch date)
Your current time zone will be selected by default. Once you click Save & Continue, your survey draft will be created, and you can proceed to add an automated survey launch if desired.
3. Schedule the Survey Launch (Optional Automation)
Once your survey is created, you can schedule an automated launch:
Go to Basics > Optional: Automations > Schedule launch
Use the date picker, time selector and a timezone selector to choose when the survey should go live. A 1-day buffer is required between the launch and close dates
Click Save & Continue to save your launch settings
⚠️ Important: Scheduling a launch does not make the survey go live on its own. You must still complete all required setup steps (1–5) and launch the survey in Step 5: Preview & Launch using either 'Launch now' or 'Launch on chosen date' button.
4. Complete Required Setup & Launch
Before your survey can go live, make sure you complete all required steps:
Add Questions
Add Participants (recommended before launch)
Review Launch Email and Reminders
In Step 5: Preview & Launch, you’ll see a survey summary outlining all key details. After reviewing, click Launch survey at the bottom of the page and choose one of the two launch options:
Launch now - sends invitations immediately, regardless of the scheduled launch date. Useful for last-minute or immediate deployment.
Launch on chosen date - locks in your settings and schedules the survey to go live on your selected date. The survey will remain in Draft status until launch. You’ll see the Expected Launch Date in the Surveys tab. Participant invitations will be sent automatically on the launch date. On that day, your survey will transition from Draft to Active, no further action is needed.
⚠️ Important: Admins will be notified via email 48 and 24 hours before the scheduled launch.
❓FAQs
Q: Can I edit the survey after it's scheduled but before it launches?
Yes! You can make edits up until the scheduled launch time. After that, invitations will be sent out, the survey will be marked as Active, and the Schedule Launch option will be greyed out.
Q: What happens if I need to cancel a scheduled launch?
You can cancel or reschedule any time before the launch. Just revisit the scheduling panel and make your changes. You will be asked to confirm your changes once you hot Save & Continue at the bottom of the Basics step.
Q: Will I be notified & reminded before the survey launch?
Yes. Admins will receive confirmation email reminders 48 and 24 hours before the scheduled launch to ensure everything is set up correctly and to allow time for any last-minute adjustments.
Q: I'm worried that some employees didn’t receive the survey invitation exactly at the scheduled launch time.
No worries! Depending on the number of participants, some employees may receive their invitations with a slight delay. Our system sends emails one-by-one in sequence, so for large organizations, delivery can take up to 15–60 minutes.
You can check the delivery status by navigating to Surveys > Actions > Manage participants and viewing the Send date column in the participant list
💬 Need Help?
If you have questions or need assistance setting up your first automated launch, reach out to our support team or contact your Customer Success Manager.