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Send a Client Survey

Written by Avery Simmons

Updated at November 30th, 2021

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Table of contents

    A survey can only be sent after an engagement has been created. For help, refer to the Create Engagements article. 

    Delete

    In-App Guide:

    You can follow an in-app guide to send a survey by clicking here.

    Roles/permissions: 

    Roles: Any

    Permissions: Engagements

    1. Click Contacts in Canopy.

    2. Click Contacts List.

    • Alternatively, you can search for a specific contact.

    3. Select the applicable Contact.

    • The client's profile will load.

    4. Select an active engagement.

    5. Click Client Survey, located in the Work column of the left-side menu.

    6. Click Send to your client.

    7. In the Client Portal window, click the checkbox in-line with your client’s name and contact information.

    • If you wish to send the client survey to a new email address, type it in the Enter the email of a new person text box.

    8. Click Send.

    • The Client Portal window will close.
    • A notification will load letting you know that Your survey was sent!

    9. Click View survey to see your client’s progress.

    Sending an In-Progress Client Survey

    1. Navigate to the Client Survey.

    2. Click Send.

    • The Client Portal window will open.

    3. Click the checkbox in-line with your client’s name and email address.

    • If you wish to send the survey to a different email, click Add another person. 


    4. Click Send.

    Resending a Client Survey

    1. In the sidebar of the Survey screen, click Resend.

    • The Client Portal window will open.

    2. Click the checkbox in-line with the client’s name and email address.

    • If you wish to send the survey to a different email, click Add another person.

    3. Click Send.

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