Use > Survey > Service Manager Survey > SM Survey user tasks > Send a survey from a record

Send a survey from a record

User roles: users

Once your administrator has set up HTML Email and configured the web tier URLs in the System Information Record, you can manually send a survey from a record at any state in one of the following modules:

  • Interaction
  • Request
  • Incident
  • Problem
  • Change
  • Configuration Item

To manually send an SM survey from a record, follow these steps:

  1. Open a record. For example, open an interaction record.
  2. Click More > Send Survey to display the Manual Customer Survey interface.
  3. Click Fill to select one or more recipients from the list.
  4. Click Send to send the survey to the selected recipients.

    Note If you type an email address instead of selecting a recipient from the list, Service Manager sends a survey email to the corresponding user. If no corresponding user is found, Service Manager sends the email directly to this email address.

The specified recipients receive an email notification, which contains a survey link and instructions on how to respond to this survey.