Manually send a survey to selected clients

After you create a client survey, you can send a general email ticket survey to one or more clients for each closed ticket. Clients can access surveys by replying to the email or by selecting History from the top menu.

1. Click Clients.

2. In the Basic Search and Advanced Search tabs, select the appropriate criteria to locate clients who will receive your survey.

   To list all clients, leave the search fields blank.

3. Click Search.
4. Select the checkbox next to each client you want to send the survey to.

5. In the search results toolbar, click Send Survey to send the survey to all selected clients.

6. In the Survey Invitation Mailer screen, click the Survey drop-down menu and select a survey.

   The Survey Invitation Mailer screen opens.

7. From the Survey drop-down menu, select a survey.

8. Edit the survey content (if required).

9. Click Save & E-Mail.
10. At the confirmation message, click OK.