Sending Surveys/Packets to Clients

Sending Surveys/Packets to Clients


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. 
  1. Navigate to the “Surveys” tab within the desired client’s profile
  2. Click on the + Send Survey / + Send Packet button 
  3. Select the desired survey/packet from the dropdown
  4. Select the correct client portal user's email address from dropdown in the “To” field
  5. Compose a subject line and brief message
  6. Click send! 
To view completed survey results, please see our guide here: Viewing Completed Surveys

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