How do I send and edit customer survey notifications?
Log in to your Macorva admin account and go to Configure > Surveys.
On the left, you’ll see the Category column dropdown. Select the survey category, then use the corresponding dropdown boxes on the right to choose the specific survey you want to edit.
Scroll down to Customer communication.
Here, you can edit/customize the email subject, email text, and SMS text that customers will see in survey invitations. Each section is automatically set to the category default setting. To edit/customize any of these fields, click on the check box and make changes within the text box.
You can also configure automated reminders. This includes setting the reminder frequency, the maximum number of reminders to send, and customizing the reminder's email and SMS text. Each section is automatically set to the category default setting. To edit/customize any of these fields, click on the check box and make changes within the text box.
When finished, select Save Survey at the bottom to apply your changes.
