Testing Surveys
These steps can be followed to test a survey and see how it will appear when received by a candidate or contact.
Steps
If a pop-up blocker is turned on, the attempt to test the survey may be blocked. Enable the pop-up to fix this.
- Select the Test Survey button.
- Insert your email into the Recipient Email field.
- Select a contact in the Which sales contact would you like to use to fill merge tags? field.
- You can leave this blank, or use a test record. If left blank, a contact will be randomly selected for you.
- If the Contact does not have the information filled in on their record, then the merge tag will be blank.
- Click Send.
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