Send a Single Survey
Users can easily send an individual a new survey for completion via the Select a Single Survey section.
Send Multiple Surveys
Users also have the ability to send a bulk amount of surveys to multiple survey takers at once through the Send Multiple Surveys section.
Formatting CSV Files
To bulk send surveys to multiple individuals at once, users must first format their excel CSV file to match the below format:
Email: work email for the survey taker, where the invitation email should be sent.
FormattedAddress (optional field): the physical Expected Address for the survey taker. This will be the field usd in connection to the Geolocation section of an inspection to measure proximity to Expected Location, if desired.
FirstName: first name of the survey taker.
LastName: last name of the survey taker.
Subject (optional field): This field will alter the Invitation email subject line to include mroe than just the name of the survey template.
Tags (optional field): Tags can be used for a wide variety of custom filtering and reporting on the backend. Examples of Tag usage might include specific division reporting, such as "SE Division", or for the assignment for an internal compliance reviewer, such as "Jerra Green".
There is a sample CSV available on the Issue Survey page that users may download and edit. Note: users may only send 150 inspections at a time through the bulk survey issue.
