Survey Delivery Statuses

Your broadcast and transactional surveys must follow certain steps that are defined by the survey delivery status. Delivery status indicates the current state of the survey as it progresses through the distribution process.

This table describes the delivery statuses for broadcast and transactional surveys and indicates whether the status is set by a staff member action or updated automatically by the system.

Broadcast and Transactional Survey Delivery Statuses

Status

Survey Type

Description

Draft

Broadcast Transactional

This is the preliminary status of a survey. When a survey is created, it is automatically set to the Draft status. The status reverts to Draft if a staff member unschedules a survey.

Scheduled

Broadcast

This status indicates a survey is ready to be sent at the scheduled send date and time. When a staff member selects the send time, the survey is automatically set to the Scheduled status.

Launched

Transactional

This status indicates a survey has been launched and can be included in a rule or campaign. Staff members launch a survey by clicking Launch on the Delivery tab.

Note: By default, a launched survey can no longer be modified or sent. This ensures that you can accurately track the content you send your customers. You can, however, suspend the survey invitation message, make edits, and then re-launch it. See Launch a Transactional Survey.

Recurrence Scheduled

Broadcast

This status indicates a survey is scheduled for recurring runs. When a staff member selects a recurrence pattern, the survey is automatically set to the Recurrence Scheduled status.

Preparing to Send

Broadcast

This status indicates a survey is about to be sent. The status changes to Preparing to Send when a staff member clicks Send Now.

Sending

Broadcast

This status indicates a survey is currently being sent to customers. The system automatically sets the survey status to Sending after the survey is done preparing to send or at the date and time the survey is scheduled to send.

Suspended

Broadcast Transactional

This status indicates a survey is temporarily suspended from the Sending or Scheduled status. Staff members can change the status to Suspended by clicking Suspend on the Delivery tab.

Expired

Broadcast Transactional

This status indicates a survey has expired. Surveys can be set to expire based on date or maximum number of responses. After the first expiration criterion is met, the status is set to Expired and cannot be changed. See Survey Expiration Settings.

Suspended by Error

Broadcast Transactional

This status indicates a survey encountered an error and was suspended by the system.

Canceled

Broadcast Transactional

This status indicates a survey was manually canceled. Staff members can cancel a survey by clicking Cancel Invitation Message on the Delivery tab.

Note: By default, a canceled survey can no longer be modified or sent. This ensures that you can accurately track the content you send your customers. You can, however, copy a canceled survey, and then modify and send the copied survey. See Cancel a Broadcast Survey Invitation Message and Cancel a Transactional Survey Invitation Message.

Completed

Broadcast

This status indicates a survey was sent. The system automatically sets a survey status to Completed from the Sending status.