How do I send a survey to a customer in Your Customers?

How do I send a survey to a customer in Your Customers?

To send a survey from the Your Customers section, select the Your Customers tile. 



To send the customer a survey, select the Send Survey icon.



Select “Yes” from the pop-up menu to confirm.



    • Related Articles

    • How do I get started with Testimonial Collector?

      Testimonial Collector lets you send surveys and collect feedback from the people who matter most: your customers. Start by watching our walkthrough video to learn how to use this powerful tool to send surveys, gather reviews, and publish them online. ...
    • How do I write my email survey?

      Your survey messaging should speak to your customer. A change to your message can mean the difference between a new 5-star review and your request going straight in the trash. To learn more on how to use Testimonial Collector to send email surveys to ...
    • What are your top tips for collecting reviews?

      We all know reviews rock. 97% of people read reviews for local businesses, and that shouldn’t surprise you if you consider your own buying habits. When’s the last time you bought something or did business with someone without doing your research? On ...
    • How do I send a survey in the mobile app?

      You can send surveys to your customers in the mobile app. You can add recipients from your address book or import customer groups. Where to locate: Select the Get 5 Star Reviews tile Select the + icon Add contacts Send survey Select the Get 5 Star ...
    • How do I send a test survey in the mobile app?

      You can send a test survey to yourself before sending surveys to your customers.  Select the Get 5 Star Reviews tile. Select the menu. Select Setup. Select the Test Survey button. Enter your phone number and select Send.  A test survey will be sent.  ...