The Lifecycle Surveys dashboard gives admins a single view to monitor, filter, and control all lifecycle surveys. Recent updates replaced the on/off toggle with Pause/Resume controls and added a drawer view for participant-level detail.
Feature Structure
Filter bar — Appears above the Surveys list. Switch between Triggered and Manual survey types.
Surveys list — Displays all lifecycle surveys. Each row shows the survey name and an ellipsis menu (•••) for actions.
View Details drawer — Opens inline from the ellipsis menu. Displays:
- Next send date
- Upcoming audience
- Schedule details
- Response rate and recent responses
Participant drawer — Shows per-participant data:
- Next send date
- Participant status
- Response rate
- Quick actions: Re-open, Nudge, View results
Pause/Resume control — Replaces the previous on/off toggle. Available from the ellipsis menu next to each survey.
What You Can Do
Manage
Analyze
- View schedule details, next send date, and response rate from the View Details drawer
- Check per-participant status and response rate from the participant drawer
Common Issues
Key Rules
- The View Details drawer and Pause/Resume control are available to Account admins only.
- Pausing a survey stops future sends. Resuming restores the original schedule.
- The old on/off toggle no longer exists. Workflows that relied on toggling a survey off must use Pause instead.