How do I send a survey in Testimonial Collector?

How do I send a survey in Testimonial Collector?

To send a survey, select the Get 5 Star Reviews tile.



Navigate to the Get Reviews tab and select Add Recipient.



Enter your customer's first name, last name, email, and phone number. 



Select the Survey Type drop-down, and select whether you want them to receive a text survey, email survey, or both. 


Select the checkmark to save your recipient.



Select the customer you want to send a survey to. Select "Send Survey".



You will see the survey being sent.



You will see a confirmation that the survey was sent successfully.



You can also send a survey from the My Customers Overview section. Select the arrow next to the customer you want to send a survey to. 


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