How to send Invites from list views

In addition to sending the invite from the Collect tab and workflow email alerts, you can now send from the Contact, Lead, or Case list views. First add the "Send Survey to Selected" button to the list views. In the tutorial below there's an example to add the button to the Contact list view and how to send the invite. The same concept can be applied to the objects Lead and Case.

1) Add button to the contact list view

 

1.png

2) "Send Survey to Selected" move to Selected column

 

2.png

3) Go to the Contact tab, choose list view, select recipients, click "Send Survey to Selected"

 

3.png

4) Choose survey and click "Send Invitations"

 

4.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk