Understanding Survey Status

Track Survey Completion

You can monitor progress from the Survey list.

Common statuses include:

• Active

• Invted

• Completed

• Optout

Once the survey is completed, the results become available in the platform.

View Results

1. Select the overflow menu (⋮) next to the participant’s name.

2. Select how you wish to view results (via Snapshot, Measure or Generate Report).

3. Review and prepare for a follow-up conversation.
   

You can share results with the participant based on your account settings and role permissions.

If the Participant Didn’t Receive the Survey

See:

• Participant Didn’t Receive the Survey Email

• How to Resend a Survey Invite

What Happens Next?

After reviewing results, you can:

• Schedule a debrief conversation

• Share reports with the participant

• Use insights to guide development planning