Edit, send a reminder, close, or reopen a survey

Once a follow-up survey has been sent or scheduled, there are several actions you can take:

  • Edit a scheduled survey before it is sent. 
  • Send a reminder of the survey to the contact. 
  • Close the survey if you have not received a response. 
  • Reopen the survey if you want to send it again. 

You can take action on a sent or scheduled survey from the Follow-up tab of a request. To view the emails that are sent or scheduled, select Manage email under your Actions menu on the right. 

Edit survey

To Edit a survey, it must be in a Scheduled status:

  1. Open a request and go to the Follow-up tab.
  2. Find the scheduled survey and select Actions > Edit.
  3. Edit the contact information or email text in the form.
  4. Choose the Timing and Expiry.
  5. Select Send.

Your survey is now updated! 

Send a reminder

Once a survey has been sent, an email reminder can be sent to the contact:

  1. Open the request and go to the Follow-up tab.
  2. Find the survey and select Actions > Send a reminder.
  3. Review the information and make any changes if necessary. 
  4. Select Send.

Close survey

To Close a survey, its status must be Open, Scheduled, or Expired:

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

Reopen survey

To Reopen a survey, its status must be Closed or Expired.

  1. Open the request and go to the Follow-up tab.
  2. Find the survey and select Actions > Reopen.
  3. Review the contact information and email text.
  4. Choose the Timing and Expiry.
  5. Select Send.
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