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

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.