How do I send a survey to my clients?

To begin, select Surveys found within the home screen under the My Promotional Tools panel. Listed inside Survey Center are three options; Preview Survey, Send Survey, and View Survey Insights. Choose "Send" under the Send Survey panel. When selected, a dialog window will populate with several fields. Under the "To" field, enter the address or list of addresses for each intended recipient.

Sending the survey to multiple recipients? Try the import feature to access multiple contacts from your Gmail, Yahoo! Mail, or Outlook account. To access these contacts, select the icon at the top next to Import corresponding to the email account containing your list of contacts. After selecting the desired account, you can check each contact in the list that you want to receive the survey. You can also perform a search by using the search field to find and select one or more contacts from the list. When you're finished selecting from your list of contacts, choose Next to import their addresses.

After you've entered or imported the address of each recipient, you can either send the request with the pre-composed subject line and message, or you can compose your own. To compose your own message, simply delete the content listed in these fields, then generate your own message.

Now you're ready to choose Send bringing you one step closer to gaining more referrals!

 

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