Take Your Engagement Questionnaire Offline

At a Glance

Temporarily disable your published engagement questionnaire while preserving all collected response data and maintaining the ability to republish. Taking a questionnaire offline stops new participant access while keeping existing reports and analytics intact, allowing you to make updates or pause engagement without losing valuable data.

Offline questionnaires can be republished at any time to resume participant access.

Core Steps

1. Navigate to your published engagement questionnaire
2. Click Take Offline in the top navigation
3. Wait for the system to process the request
4. Verify the status change to Offline
5. Make any needed updates while offline
6. Republish when ready to resume participant access

In-Depth Guide

When to Take Questionnaires Offline

Common scenarios for taking questionnaires offline:

• Content updates: Make changes to questions, text, or multimedia elements
• Settings modifications: Adjust dates, access controls, or sharing options
• Strategic pauses: Temporarily halt engagement for organizational reasons
• Response review: Analyze collected data before continuing collection

Taking a Questionnaire Offline

To temporarily disable participant access:

1. From your published questionnaire, locate the Take Offline button in the top right navigation (appears alongside View)
2. Click Take Offline
3. The system immediately processes your request
4. The questionnaire status changes from Upcoming or Open to Offline (displayed as an orange status badge)
5. A green success notification confirms: "[Activity Type] is now offline"
6. The Take Offline button is replaced with a Publish button

What happens when offline:

• Participants can no longer access the questionnaire via any method
• Existing response data remains completely intact
• All reports and analytics continue to be available
• You can view and edit questionnaire content and settings

Handling Offline Errors

If taking offline fails:

You may encounter a red notification: "Failed to Take Offline. TRY AGAIN"

To resolve the issue:

1. Click the TRY AGAIN button in the notification
2. The system will reattempt the offline process
3. If the error persists, wait a few moments and try again
4. Contact support if repeated attempts fail

Working with Offline Questionnaires

While your questionnaire is offline, you can:

• Edit content in the Build tab without affecting published version
• Modify settings including dates, access controls, and sharing options
• Review responses and generate reports from previously collected data
• Preview changes using the Preview button
• Save updates that will take effect when you republish

Status and navigation changes:

• Status badge shows Offline in orange
• Primary action buttons change to Preview and Publish
• All editing functionality remains fully available
• Settings can be modified without restriction

Republishing from Offline Status

To restore participant access:

1. While your questionnaire is offline, click the Publish button
2. A confirmation modal appears: "Publish Engagement"
3. The modal message states: "Publishing this activity will make it publicly visible. This may take a few minutes."
4. Click Publish to confirm republishing
5. The system processes the republication request
6. Status changes back to Upcoming or Open based on your configured dates
7. A green success notification confirms: "[Activity Type] Republished"
8. Participant access is restored according to your settings

Data Protection During Offline Period

Your data remains secure and accessible:

• Response preservation: All participant responses collected before going offline remain intact
• Report continuity: Existing reports and analytics continue to function normally
• No data loss: Taking questionnaires offline never deletes or modifies response data
• Complete restoration: Republishing restores full functionality without data impact

Offline vs. Archive

Understanding the difference:

Take Offline (Temporary):

• Participants cannot access questionnaire
• All data and reports remain available
• Can be republished at any time
• Editing and updates are possible
• Reversible action

Archive (Permanent):

• Questionnaire permanently disabled
• Reports remain available but questionnaire cannot be republished
• Found in Settings tab, separate from Take Offline
• Cannot be undone
• Final action for completed engagements

Understanding the Details

System Processing

Taking a questionnaire offline involves coordinating multiple system components to ensure participant access is properly disabled while maintaining data integrity. This process typically completes within moments but may occasionally take longer during high system load.

Response Data Integrity

The offline process is designed to protect response data integrity. All existing responses remain in their original state, and the system maintains complete data consistency throughout the offline period and subsequent republishing.

Access Control During Offline

When offline, questionnaires become inaccessible through all participant channels including direct links, embedded widgets, and public pages. However, administrative access remains fully functional, allowing continued management and content updates.

Important Notes

Data Preservation: Taking questionnaires offline never affects collected response data. All participant responses remain secure and accessible throughout the offline period.

Immediate Effect: The offline process takes effect immediately, stopping new participant access as soon as the system processes the request.

Editing Freedom: While offline, you can make any desired changes to content, settings, or configuration without restriction.

Republishing Flexibility: Questionnaires can be republished from offline status at any time, with no limitations on timing or frequency.

Error Recovery: If taking offline fails, the TRY AGAIN option provides immediate retry capability without losing any work or settings.