Manually Request a Survey

Manually Request a Survey

If you are not using an automated feed, or if you need to send a survey that may have not been sent through a feed, you can send a survey manually.

Note that this feature is only available to the parent account, not a child/user account. 

Step 1: From the Dashboard select Surveys and then Collect

Step 2: Fill out the Survey Request form. 

Confirm survey to send from the 'Survey Selection' dropdown.

Make sure to select the user to send the survey on behalf of from the 'User Assignment:' dropdown.

When sending the survey, please choose the preferred delivery method, either Email or SMS, before proceeding.

Enter in your customer's name.

Enter in your customer's email and/or cell phone.

Click Send Request.

Step 3: You will get a confirmation that the survey was sent and the option to send another 

  

Disclaimer: The procedures and screenshots provided are for reference only. Actual steps and visuals may differ slightly based on software updates, device configurations, or user settings.