Edit, close or delete a Pulsy survey

You edit a Pulsy survey from its page in the BuddiesHR web dashboard (Admin mode, Surveys tab). What you can change depends on the survey's status: draft, live or closed.

Draft survey#

Everything can be changed until you launch.

• Questions (N) tab: Create question, Add from question bank, edit, reorder or remove questions.
• Settings tab: every setting from the wizard except Frequency, then Save changes. To run the survey on a recurring schedule, create a new survey and pick a frequency.
• Launch now sends it. See launch a survey.

Live survey#

Once launched, a survey's anonymity, audience and questions are locked. In the Settings tab you can still change:

• Name
• Keep survey open for, counted from the launch date. The new deadline must be in the future.
• Smart reminders

Click Save changes.

The top of a live survey's page also has Send reminder (see send survey reminders) and Close survey.

Close a survey early#

Click Close survey, then confirm. People can no longer submit answers. This can't be undone.

Otherwise, the survey closes automatically at the end of Keep survey open for.

Closed survey#

A closed survey can't be edited. Its Settings tab shows a summary, and its results stay in the Responses tab.

Duplicate a survey#

Click ⋮ (More actions), then Duplicate. Pulsy creates a draft with the same questions, named after the original with "(copy)" at the end. Because the questions are the same, you can compare results between the two surveys.

Delete a survey#

Click ⋮ (More actions), then Delete survey, and confirm with Yes, delete. This permanently deletes the survey and all its responses. It can't be undone.

Move a scheduled survey back to draft#

If a survey is scheduled, click Unschedule to move it back to draft.