Follow the survey link from invitation to submission
Send branded moving survey emails, edit message wording, review delivery logs and use automatic or manual reminders that stop after submission.
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- 1
Invitation sent
Your wording. Your branded link. A delivery log to check.
- 2
A thoughtful reminder
Daytime in the company's time zone. A manual follow-up when it helps.
- 3
Survey submitted
Reminders stop. The estimator is notified that review can begin.
Keep the request and the follow-up connected
A survey link is only useful when the customer receives it and understands what to do next. Send the invitation from the job, review delivery activity and follow whether the link has been opened or the survey submitted.
How it works in practice
Step 1
Send the invitation
Email the link to up to ten recipients or copy it into your own conversation. Edit the wording to fit how your company speaks, with earlier versions available to review.
Step 2
Follow up thoughtfully
Automatic reminders use daytime in your company's time zone and stop once the customer submits. Send a manual reminder when a specific conversation needs it.
Step 3
Know when review can begin
Survey progress shows opens and submission. The estimator receives a submission email, while each teammate can set in-app notification preferences and quiet hours.
What is included
Email the survey link
Email the link to up to 10 recipients, with a delivery log and a sent-email log of delivery events. Or copy the link and send it your own way.
Automatic and manual reminders
Reminders go out in the daytime in your company’s time zone and stop once the customer submits. You can also send one by hand.
Editable email wording with history
Edit the wording of your emails and look back through earlier versions.
Notifications with quiet hours
Each person sets their own in-app notification preferences and quiet hours. Your estimator gets an email when a customer submits.
Survey progress for each job
See whether the link was opened, how many times, and whether the survey was submitted.
What to keep in mind
A delivery event or opened link does not prove the customer read the instructions. Check the submitted survey and follow up personally when the footage or answers need more context.
Do reminders keep sending after a customer submits?
No. Automatic reminders stop after submission. They use daytime in the company's time zone, and a teammate can also send a reminder manually.
Connected to the rest of the move
Put email and reminders to work
Start a free trial, set up your company and send your first survey link today.