Launch, invite, pause and close

6 min Client admins

Launch checks, inviting panel members in batches, and pausing, resuming, closing or duplicating a survey.

What you will learn

  • Launch a survey and fix launch problems
  • Invite panel members
  • Pause, resume, close and duplicate

Step by step

  1. In the builder press Launch. SmartSurv checks there is at least one question, branching is valid and the wallet covers the target (or the max budget).
  2. If something is wrong you see Fix these before launching with the list. Fix them and press Launch again.
  3. Open the results and press Invite. In Invite panel members, filter by Network, gender, age band or region and set How many to invite. Press Send invitations.
  4. To stop sending for a while, press Pause in the builder; Resume continues.
  5. To finish, press Close, then Close survey. No more answers are accepted; results stay.
  6. To reuse a survey, press Duplicate: a draft copy is created.

What you will see

  • SmartSurv invites active, consented members never invited to this survey and not paid in the last 24 hours, the most trusted first.
  • A survey pauses by itself when it reaches its target or the wallet can’t cover another reward.

Check yourself

Pick an answer for each question, then press Check my answers. Nothing is saved or sent.

1 Your launch fails because the wallet is too low. What do you do?