Survey Lifecycle
Understand the different states a survey moves through, from draft to completion, and how to manage each stage.
Survey States
Every survey on Opinyze moves through a series of states. Understanding these helps you manage your surveys effectively.
Draft
When you first create a survey, it starts as a Draft. In this state, you can freely edit everything: questions, targeting, budget, and settings. Drafts are only visible to you and are not shown to any respondents.
You can save a draft at any point during the creation wizard and come back later to finish it.
Pending Approval
After you submit a survey from the wizard, it moves to Pending Approval. Our moderation team checks the survey for clarity, appropriate content, and compliance with platform guidelines. Most reviews are completed within a few hours.
During review, the survey cannot be edited.
Needs Changes
If the review team has concerns, they'll move the survey to Needs Changes and send you feedback with specific suggestions. You can revise the survey and resubmit for another review.
Approved
Once the moderation team is satisfied, your survey is marked Approved. At this point, you need to fund the survey from your credit balance to make it live.
Rejected
In rare cases, a survey may be Rejected if it violates platform guidelines or can't be revised to meet quality standards. You'll receive a clear explanation of why.
Funded
After you pay for the survey from your credit balance, it moves to Funded. The survey is now ready to go live and will transition to Active automatically.
Active
Once funded, your survey goes Active and starts collecting responses. Respondents who match your targeting criteria will see it in their survey feed.
While active, you can:
- Monitor responses in real time on the analytics dashboard.
- Add more budget if you want to collect additional responses beyond your original target.
- Pause the survey if you need to temporarily stop collecting responses.
Paused
A Paused survey stops appearing to new respondents but retains all collected data. Respondents who are mid-survey when you pause will be allowed to finish their current session.
Pausing is useful when you need time to review early results, adjust your approach, or wait for additional budget. You can resume at any time, and the survey picks up right where it left off.
Closed
When a survey has collected enough responses or you're done with it, it moves to Closed. This can happen in three ways:
- Automatic - The budget is fully spent and the target response count is reached.
- Manual - You close the survey yourself from the survey detail page.
- Expiration - If the survey has a deadline, it closes automatically when that date passes.
Closed surveys retain all data and analytics. You can still view results, export data, and use AI insights.
Reopening a Survey
Changed your mind? You can reopen a closed survey by adding more budget. The survey returns to Active status and starts collecting new responses alongside the ones already gathered. All existing data is preserved.
Editing Active Surveys
Some changes are allowed on active surveys (like adding budget), but structural changes (adding or removing questions, changing targeting criteria) require pausing the survey first. This protects data integrity so your results stay consistent.
If you anticipate needing to adjust questions after launch, consider running a small pilot first (50-100 responses) to catch any issues before scaling up.