Edit, close, or reopen a survey

From within each grant request, you'll be able to edit, close or reopen a follow-up survey. 

 

Edit survey

Survey status must be listed as Scheduled.

  1. Open the request and go to the Follow-up tab.
  2. Find the survey and select Actions > Edit.
    survey-edit.png

  3. Edit the information in the form.
  4. Select Send at the bottom of the form.
  5. Your survey is now updated! To view the new email, go to Manage email under your Actions menu.
    manage-email.png

 

Close survey

Survey status must be listed as Open, Scheduled, or Expired.

  1. Open the request and go to the Follow-up tab.
  2. Find the survey and select Actions > Close.
    survey-reminder-close.png

  3. Your survey is now closed. The email will not go out, but you can still view it by going to Manage email under your Actions menu.
    manage-email.png

 

Reopen survey

Survey status must be listed as Closed or Expired.

  1. Open the request and go to the Follow-up tab.
  2. Find the survey and select Actions > Reopen.
    survey-reopen.png

  3. Your survey is reopened! To view the email that will go out, select Manage email under your Actions menu.
    manage-email.png

 

For additional support, contact us at help@benevity.com.

 

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