You may expire the survey as soon as you have finished collecting responses. Expiring a survey means that no additional responses can be added, and you have a complete and final data set to begin analysis. When a survey reaches its designated end date, the system automatically changes the status of the survey to Expired. Design your survey expiration plan based on simple or complex options.

There are two ways in which you can expire a survey:

Simple Status Switch

If you want to expire a survey immediately, simply update the status by following these steps:

  1. Click on the All Surveys icon in the top left of your screen.
  2. Locate your survey.
  3. Hover on the Status icon (green dot) to the left of the survey title.
  4. Click on the down arrow, and select Expire.

Set Expiry Rules

If you are looking for more options in expiring your survey, use the choices under Expiry Rules.

  1. Click on the All Surveys icon in the top left of your screen.
  2. Hover over your survey and click Edit.
  3. In the Design menu bar, click on the Options icon and choose Expiry Rules.
  4. Review the options available under Expiry Rules.
  5. Expire the survey now: This option will expire the survey instantly.
  6. Expire when the account expires: By default, account expires after 10 years from the date of account creation. Using this option, a survey will expire when it reaches the account expiry date.
  7. Advanced Expiration Rules: Set specific requirements for the conditions upon which the survey should be expired.
  8. If you have chosen Advanced Expiration Rules, identify the specific conditions that should cause the survey to expire automatically.
    • Expire at preset date/time:
    • Your survey will expire automatically on the specified date and time.

    • Expire on receiving predetermined number of responses:
    • You will need to specify a numeric value for the maximum number of responses that you want to collect. Once this limit is reached, your survey will expire automatically.

    • Expire on receiving predetermined number of responses for a particular answer option of a survey question:
    • You will need to specify a numeric value for the maximum number of responses that you want to collect for a particular question. Once this limit is reached, your survey will expire automatically.

    • Setting a response limit for a question:
    • You will need to specify a numeric value for the maximum number of responses for a specific question. Once this limit is reached, your survey will expire automatically.

Response limit cannot be set for questions such as Text Box, Numeric Allocation, Date, Multiple Text Box, Matrix Grid Text Box, Demographics, or Attachment.

Options in the Advanced Expiration Rules section are often used in research for ‘sampling’. For example, you may send the survey to 2,000 people, but for analysis, you really only need 200 ‘sample’ responses. You may choose to expire the survey after you have received 200 responses and move on to analysis.

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