Can I send out a survey from Service Desk on-demand (i.e. one time/right now)?

Document ID : KB000052166
Last Modified Date : 14/02/2018
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Description:

Sending a survey on demand.

Solution:

There may be a situation where you need to send a survey to a contact without waiting for the automatic sending of surveys.

Follow these steps to do this:

  1. On the Administration tab, under Surveys > Survey Templates, make sure you have a template created. If not, create one.

    Figure 1

  2. Also under Surveys, click Managed Surveys and select (or Create New) a managed survey pointing it to your survey template.

    Figure 2

  3. On the Contacts tab, select the user or users you want to send the survey to. Make sure their contact info is correct with a valid email address.

    Figure 3

  4. On the Initial Message tab, click the Edit button and fill in the notify method of email and an initial message title and body. Click Save.

    Figure 4

  5. Now click on the "Send Initial Notification" button.

    Figure 5

    Note: This button will only work once for a user on the contact list. If you click the button a second time, it will not be sent to users that were already on the contact list on the first click.