Note: This article assumes that the user has sufficient permissions to perform these tasks. If you are not able to complete these tasks please reach out to your Brand/System Administrator.
Creating a job manually is the only way to manually send a survey that is attached to a technician.
Using the "Send Email Now" feature does not allow a technician or sales data to be attached to the survey.
1. Log into Listen360 (https://app.listen360.com)
If you have access to more than one location, use the organization picker in the upper left corner to select the location.
2. Select the Customer
3. Select Create Job (This may be labeled as Visit, Check-in, Service, etc. depending on your Brand)
4. Enter the information for the Job
5. Select Create when done
6. A feedback request email will go to the customer as soon as the job is saved. The feedback request is subject to the location's survey cap. So, for example, creating a job will not send a survey if the location has a survey cap of 90 days and a survey was sent the week prior.
Additional Questions? Please reach out to Listen360 Support via email at support@listen360.com