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.