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3.5. Resending Invitations

On occasion you may need to resend an invitation to a customer. You can do this for invitations with the ‘Awaiting Client Response’ status in the ‘Sent Surveys’ section. Under ‘Action’, click on the menu and select ‘Resend’. A pop-up window will appear showing details of the invitation allowing you to make additional changes if needed. Click ‘Resend Survey’.

Note: If you are part of a Brokerage or group account, and do not have access to send your own surveys, you will also not have access to update the client’s name and email address. You can only resend the invitation to the same email address. If you want to make changes to the invitation, please contact your broker or administrator.

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