Customize Personal Default Survey Invitation Messaging

Access level: Any Member

To customize your Client Feedback Tool Survey Messaging, take the following steps:

1.       Preferences > Set my preferences

2.       Select Survey Invitation under Message Defaults

3.       Enter the desired Survey Invitation text as you would like it to display to your clients

o   Click Save

Note: Adding default text to Survey Invitation under personal preferences overrides the firms default Survey Invitation Messaging. To restore firm defaults, select Restore and then Save.