How to use it?
Navigate to the Knowledge section and select “Data Requests.”
Click “Create New.”
Enter the recipient’s name to personalize your outreach.
Provide the recipient’s email for seamless communication. (Double-check email addresses to avoid delivery issues).
Click “Add Recipient.”
Once all recipients have been added, click “Next.”
Upload or drag and drop a custom questionnaire or choose from a ready-made template. When uploading a custom questionnaire, ensure it's in a compatible format to prevent errors.
Assign a clear and descriptive campaign name for easy tracking.
Upon completion, you'll receive a confirmation message indicating that the emails have been sent. You'll also be notified once recipients complete your request.
What is included in the email?
The email will contain an invitation message, allowing the client to access the request by clicking the "Log in" option.