How to Schedule a CX Survey to Send Later

  • From the main dashboard, click on Surveys in the top navigation bar.
  • In the secondary navigation menu below, select Send survey.
  • Click the Bulk send button located in the upper right corner of the page.
  • On the "Send surveys in bulk" page, drag and drop your file, or click and upload.
  • Click the Upload button to upload the file to the system.
  • Wait for the "Upload successful" message, then click the Validate button to ensure your file data is correct.
  • Once the "Validation successful" message appears, you will see processing options. Select the radio button for Schedule for later.
  • Click on the "Select a date and time" field to open the calendar. Choose your desired date and then select the specific time from the dropdown list on the right.
  • Finally, click the Submit button to schedule your bulk survey.

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