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:
- Open a request and go to the Follow-up tab.
- Find the scheduled survey and select Actions > Edit.
- Edit the contact information or email text in the form.
- Choose the Timing and Expiry.
- 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:
- Open the request and go to the Follow-up tab.
- Find the survey and select Actions > Send a reminder.
- Review the information and make any changes if necessary.
- Select Send.
Close survey
To Close a survey, its status must be Open, Scheduled, or Expired:
- Open a request and go to the Follow-up tab.
- Find the survey and select Actions > Close.
Reopen survey
To Reopen a survey, its status must be Closed or Expired.
- Open the request and go to the Follow-up tab.
- Find the survey and select Actions > Reopen.
- Review the contact information and email text.
- Choose the Timing and Expiry.
- Select Send.