Send a Feedback Request

Access level: Any Member

To send a feedback request through Client Feedback Tool:

1.       Ask > Send a 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)