Study Lifecycle

Studies progress through these statuses:

Status	Description	Actions Available
Draft	Initial editing	Edit freely, no responses
Testing	Internal testing	Generate test links, preview
Translation	Multi-language	Add languages, translate
Feasibility	Pre-launch check	Final review, get quotes
Live	Collecting data	Monitor responses
Completed	Data collection done	Analyze, export

Test Link Generation

Before publishing, always test your study.

Generate a Test Link

Navigate to Recruit tab
Click Generate Test Link
Copy the provided URL
Share with team members for testing

Test Mode Features

In test mode:

Responses are marked as test data
No cost incurred
Full survey flow available
Test responses don't count toward quotas

What to Test

Area	Check
Flow	All paths work correctly
Logic	Skip patterns and branching
Content	Text displays properly
Media	Recording works
Timing	Survey length is acceptable

Enable/Disable Test Mode

Enabling Test Mode

From Draft status:

Click Enable Testing
Status changes to Testing
Test links become available

Disabling Test Mode

When testing is complete:

Click Disable Test Mode
Confirm in the dialog
Test data can be cleared or retained

⚠️ Warning: Disabling test mode clears test responses. Make sure testing is complete before disabling.

Direct Invites

Send individual invitations for testing or small studies.

Invite Form

Click Invite Participant
Enter email or generate unique link
Set invitation details (optional message)
Send invitation

When to Use Direct Invites

Use Case	Benefit
Internal testing	Controlled test group
Expert interviews	Specific participants
Follow-up studies	Known respondents
Pilot testing	Small initial sample

Invite Tracking

Track direct invites:

Sent count
Opened count
Started count
Completed count

Publishing Your Study

Pre-Publish Checklist

Before clicking Publish:

All questions reviewed
Logic tested all paths
Test responses look correct
Quotas configured
Pricing approved
Timeline acceptable

Publish Survey Form

Click Publish button
Review the confirmation dialog:
- Target respondents
- Estimated cost
- Estimated timeline
Confirm publication

Publish Confirmation Dialog

The dialog shows:

Final cost estimate
Expected completion date
Panel configuration summary
Any warnings or issues

After Publishing

Monitoring Live Studies

Once live:

Responses stream in real-time
View progress in Responses tab
Check quota fill rates
Monitor quality scores

Making Changes

Limited changes allowed after publishing:

Can Change	Cannot Change
Study title	Question text
Add panels	Remove questions
Extend timeline	Change logic
Increase quotas	Reduce quotas

Revert to Draft

If you need to make substantial changes:

When to Revert

Major errors discovered
Significant scope change
Client feedback requires restructure

How to Revert

Click Revert to Draft
Confirm the action
Study returns to Draft status

⚠️ Warning: Reverting clears all responses. Only do this if you must restart data collection.

After Reverting

All responses are deleted
Study returns to editing mode
You can make any changes
Must re-publish to collect data

Status Transitions

Valid transitions:

Draft → Testing → Translation → Feasibility → Live → Completed
                     ↑_______________↓
                (can skip if single language)

Some transitions are one-way:

Live → Completed (irreversible)
Responses deleted on revert to Draft

Testing & Publishing