HomeAgent TutorialSurveys & InvitationsHow to Send a Survey

3.2. How to Send a Survey

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 Survey' button anywhere on your dashboard then this means that you do not have access. Contact your RealSatisfied admin or account owner and request to update your access.

You have the ability to send survey invitations for any transaction, even past transactions. From your dashboard, click on the Send Survey button and wait for the pop-up to appear. Select the appropriate category, type, and language.

Next, choose which platform you want to include in the Encourage Reviews. You can click the information icon (info) to learn more about this section.

Lastly, add the transaction details as well as your client's information and then click ‘Send Survey’

The preview button allows you to view how the invitation will appear when your client receives it, and will also let you confirm if all the information is correct. If everything looks good, you can proceed to ‘Send’.  If you see any information that needs to be changed, click ‘Back’ to update the details then send.


Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

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