Deactivating a CSAT Survey temporarily disables it, making it inactive. However, you can still activate and modify it when necessary. If a customer clicks a deactivated or deleted survey link, they will see a default message stating that the survey is no longer available.
However, all responses collected before deactivation remain stored in the respective associated record as well as in the CSAT record.
Note: Only admins can deactivate or delete surveys in Vtiger CRM.
Follow these steps to deactivate a CSAT Survey:
- Log in to the CRM.
- Click the User Menu in the top right corner of the CRM screen.
- Click Settings. The Settings page opens.
- Go to Automation.
- Click CSAT Survey. The CSAT Survey page opens
- Deactivating a Survey from the List View.
- Disable the toggle next to the CSAT Survey name.
- Deactivating a Survey from the Summary View.
- Open a CSAT Survey record.
- Click on the Edit icon next to the Status.
- Select Inactive.