Send a Feedback Request - Employee

Access level: Any Member with Permission to send Employee Surveys

To send an employee feedback request through Client Feedback Tool:

1.      Ask > Send an employee feedback survey

2.      Step 1 Identify Recipient(s)

o   Individual Recipients (default view)

  Use the search box to find the recipient(s) and move them to the right side

o   Contact Group:

  Select Show Contact Groups in the left side bar

  Use the search box to find the Contact Group and move it to the right side

o   If Contact is not found, click Create a new contact

  Enter their First Name, Last Name, Email, and Client / Company

3.      Step 2 Identify a Project

o   Use the search box to find and select the appropriate project name/number

o   If Project Name / Number is not found, click Create a new project

  Add the Project Name and Project Number in the designated boxes

  Select your Project Group(s) and move to the right side

  Click create

4.      Step 3 Select Survey Template

o   Find the correct template and click the Select button on the right

5.      Optional Review the Questions

o   Review survey questions

6.      Optional Schedule Survey for Later

o   Allows you to schedule the survey for a future date

7.      Optional - Select Recipient Options

o   Allows you to change the Deadline (close) date and Reminder date

8.      Optional Edit the Email Invitation

o   Allows you to edit the Email Invitation text

9.      Optional Edit the Thank You Message

o   Allows you to edit the Thank You Message text

10.   Click Send (or Add to Queue if you schedule your survey)