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3.2. Sending Invitations

Sending Invitations

Note: If your account is part of an office/broker account, The Send a Survey Invitation tool will require you to have 'Create Invitations' access.
If you do not see the Send a Survey Invitation link, you do not have access. Contact your RealSatisfied admin or account owner for more information.

 

Click on Send a Survey Invitation Link.
Select your survey type from the pull down and then fill in the rest of the fields.
You can click on preview to see how the invitation will appear to your clients.
When ready to send, click on send. 


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