Tutorial Overview

Subject: This Tutorial demonstrates how to submit survey answers internally.
Scenario: If a Customer is unable to fill out the Survey, it may be completed internally.
Complexity: Easy
Description: Send out a Survey and then fill it out using an internal tool on the distribution tab.
Approach:
  1. Create a new Survey
  2. Publish the Survey
  3. Select the Participants
  4. Distribute the Survey
  5. Fill it out Internally

Properties: Allow Internal Submission

Properties: Allow Internal Submission

When you create your survey, you must click the check box for "Allow internal submission," on the Properties subtab.

Please refer to the How to Build a Survey path article for further instructions on how to add questions, Set CTAs, Publish your survey, and Distribute it.

Internal Submission of Responses

Internal Submission of Responses

On the Distribute subtab, in the Action column on the right, click the person icon, and it will take you to the survey so you can fill it out internally.