Sharing Surveys with Clients or Collaterals

If you are planning to share a survey via email it’s a good idea to set the email address on the Client or Collateral record.
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You can launch the Share Survey screen from the Homepage under Quick Survey

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Or alternatively by Clicking on the Case number to go to the Sessions and Feedback Screen.

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At this point you can select which Template you wish to use. For more information on creating and managing Templates visit here.
Otherwise you can manually change the Text field, just make sure to keep the URL that links to the Survey.  
*For SMS messages we advise against long messages as that splits the Text into multiple SMS messages to the receiver.


If you wish to schedule the Survey for a specific date then use Auto-Send feature to choose a Date and Time.