How do I send my first survey?

After creating your first survey, test it by sending it to yourself. 

  1. Make sure your user account has manual survey sending permissions.
  1. Navigate to Surveys > Send survey
  1. Select your survey.
  1. Enter the customer information.
  1. (Optional) Customize the survey by including rating requests for employee(s) and/or product(s) plus a note.
  1. Submit the request to send your survey.

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