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