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On this page
  • 1. Automatic Status Management
  • 2. Daily Check Time
  • 3. Automatic Activation
  • 4. Run Now (Manual Trigger)

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  1. Survey Managment
  2. Surveys
  3. Campaigns

Instance Automation

The Instance Automation feature ensures smooth and hands-free management of recurring survey instances by automating the transition of instance statuses.

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Last updated 27 days ago

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1. Automatic Status Management

  • The system performs daily checks to determine if any survey instance needs a status update.

  • Two status changes are automated:

    • Activation: Changes instance status from ‘Upcoming’ to ‘Active’ when the start date is reached.

    • Completion: Changes instance status from ‘Active’ to ‘Completed’ when the end date is reached.

2. Daily Check Time

  • Set a specific Daily Check Time in your local timezone.

  • The system performs its check once per day at this configured time.

  • This process is optimized for efficiency — reducing unnecessary checks while ensuring timely updates.

3. Automatic Activation

  • If an instance's start date matches the current date, and the system time matches your Daily Check Time, it will automatically be activated.

  • Helps maintain a hands-off, reliable survey launch process.

4. Run Now (Manual Trigger)

  • Use the Run Now button to manually trigger the automation process.

  • This immediately checks for any instances that qualify for activation or completion, regardless of the scheduled Daily Check Time.