Choosing a Default Survey for a Location
Before you can manually send a feedback survey, you’ll need to set the default survey for each of your locations. Only one survey can be sent manually at a time from a location using the feedback template in the inbox. You can have the same default survey for all locations or you can set a different survey for each one.
To choose the default survey:
- Click the settings (gear) icon and select Feedback.
- Click Default Location Surveys.
- For either all locations or a specific location, click Change Survey.
- Choose a default survey.
- Click Select.
Sending a Feedback Survey
Once you’ve set the default survey for your location, you’re ready to send the survey.
To send a feedback survey:
- Go to Inbox.
- Click the new message (pencil) icon or find an existing conversation.
- Click Templates.
- Click Feedback Survey.
- Click Send & Close.
