Congratulations, you’ve just created your first survey! The next critical step is to test it. Sending a practice survey to yourself is the best way to catch typos, test the user experience, and make sure your questions make sense before it goes out to customers.

Before you begin, make sure your user account has manual survey sending permissions enabled. (You can check this by going to Configure > People and finding your profile.)

Once you confirmed the survey permissions:

• Go to Surveys > Send survey.
• Select the Category and Survey you want to test.
• Enter your information as the customer.
• (Optional) Customize the survey by adding rating requests for employees and/or products, or by including a Note.
• Click Submit to send the survey to yourself. A green icon will populate in the upper right corner confirming the survey has been sent. 
• Once the survey has been tested and you are satisfied, repeat these steps to manually send the survey to a customer.