How do I send my first survey?

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

Step 1: Make sure your user account has manual survey sending permissions.

Step 2: Go to the Send survey page.

Step 3: Select your survey.

Step 4: Enter the customer information.

Step 5: (Optional) Customize the survey by including rating requests for employee(s) and/or product(s) plus a note.

Step 6: Submit the request to send your survey.

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