Send a Feedback Request On Behalf of Someone Else

Access level: Any Member with Send on Behalf of permission

To send a feedback request through Client Feedback Tool:

1.       Ask > Send a feedback survey

2.       Select Individual you will Send Survey on Behalf Of from drop down box

3.       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

4.       Step 2 Identify a Project

o   Use the search box to find and select the appropriate project

5.       Step 3 Select Survey Template

o   Find the correct template and click the Select button

6.       Optional Review the Questions

o   Review survey questions

7.       Optional Schedule Survey for Later

o   Allows you to schedule the survey for a future date

8.       Optional Select Recipient Options

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

9.       Optional Edit the Email Invitation

o   Allows you to edit the Email Invitation text

10.   Optional Edit the Thank You Message

o   Allows you to edit the Thank You Message text

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