Before sending a survey out, Playvox lets you send a test survey so that you can see how things look from the user’s end. You will need to configure the message template before sending it out.

1. Go to VoC > Surveys.

2. Find the survey you want to test, and click More > Send a test survey.

3. Provide the following information:

  • The name of the agent. This agent will need to have an External Profile that has been approved.
  • Customer name
  • Customer email (can use this in conjunction with the phone number or by itself)
  • Customer phone number (can use this in conjunction with email or by itself)

4. Click Send to send the test email.

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Last Edited: 5.29.20

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