How do I send out a survey to attendees?

It’s simple and easy to send out a survey! Best of all, you’ll get to log each response on the contact record.

1. First, let’s create the survey. We’ll use an intake form for this. Create your survey and ask any question you need.
   
   

   
   
   

2. Click on the action button and select“copy link”. You now have a link directly to this form
   
   

   
   
   

3. Head over to your calendar and find the appointment or event with the people you want to send the survey to. Click on the event and then the ✉️ envelope icon
   
   

   
   
   
   
   

4. An email box will load with all of your attendees pre-loaded. Write your email and add the survey link that you copied from the intake form
   
   

   💡 Each customer receives their own, separate email from you. Customers do not receive a “cc” with everyone attached.

   
   
   

5. You’ll be notified each time a person fills out their response. Survey information is not aggregated.