Survey Operations
Survey Operations covers how to run studies consistently in production: create, update, duplicate, pause, archive, and retire surveys without losing context.
Lifecycle Stages
- Drafting — define the research question and survey type
- Live Collection — gather responses in product context
- Paused — temporarily stop collection during updates or incidents
- Archived — keep historical results without active collection
Core Operations
- Create — launch a new survey from the dashboard wizard
- Edit — revise copy, options, or settings for active studies
- Duplicate — clone an existing setup for quick experiments
- Pause/Resume — control collection windows around launches
- Archive/Delete — clean up old studies while preserving clarity
Operational Standards
- Use descriptive survey names with context and date (for example, Pricing Page Q2 2026)
- Track major configuration changes in release notes or internal docs
- Avoid editing live surveys during critical reporting windows
- Archive superseded surveys to keep active lists focused