Survey Operations
Survey Operations covers how to run studies consistently in production: create, update, embed, review, and delete surveys without losing context.
Lifecycle Stages
- Drafting — define the research question and survey type
- Embedded Collection — gather responses wherever your website or app renders the survey component
- Removed from Embed — stop showing the survey by removing or disabling the embed in your own codebase
- Deleted — remove the survey and associated data according to deletion and retention rules
Core Operations
- Create — launch a new survey from the dashboard wizard
- Edit — revise copy, options, or settings for active studies
- Copy Embed Instructions — retrieve the public key and framework-neutral component instructions
- Remove Embed — ask your team or coding agent to stop rendering the survey where it appears
- Delete — clean up old studies with a destructive-action confirmation
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
- Remove superseded survey embeds from your product code