Sending Surveys/Packets to Client

Sending Surveys/Packets to Client

Notes
In order to send surveys/packets, you'll first want to create them by following the instructions here: Designing Custom Surveys/Packets
You can also send any of our free Global Surveys. 
Step 1: Navigate to the Surveys tab within the desired client’s profile


Step 2: Click on the +Send Survey / +Send Packet button 


Step 3: Select the desired survey/packet from the dropdown


Step 4: Select the correct client portal user's email address from dropdown 


Step 5: Compose a subject line and brief message


Step 6: Click Send Survey 


Info
To view completed survey results, please see our guide here: Viewing Completed Surveys

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