You can easily create a new survey for an existing client from the Client & Form Settings page.
To reach it, get started on the main Admin Page.
Select a client, head to the Clients tab and use the Client & Form Settings link, or simply use the Quick Jump bar.
The top of the Client Administration page has a Survey section.
Look for a Create New Survey for Client_Name button below all the listed surveys.
A Survey Administration page will open, and the only required field to create a new survey is the Survey Name.
Survey Name
This name is how you will identify this survey throughout Sassie.
Please keep in mind the following:
- Enter a name that is unique from other surveys for this client so that you can easily distinguish between multiple surveys.
- This name displays not only to your administrators, but also to your clients and shoppers. Do not use codes or terms that they won’t understand or will find confusing.
- Do not put the client’s name into the name of the survey, since the client name will always be displayed next to the survey name.
- If you change the survey name and a survey logo has been previously uploaded, the survey logo must be re-uploaded.
Scroll to the bottom of the page and use the Add New button.
A different knowledge base section goes into details about survey settings!