INFORM (Survey / CSAT)

1. Generate Survey Code(s)
- Clients/Information>Reports/Generate Survey Codes
2.Distribute Code
- Provide instruction to user (how to complete survey)
3.Add Survey Code to session
- Survey Code field

Once the survey has been submitted by the customer, the software will associate the survey with the session by matching the generated survey code
- if the numbers do not match (exactly) then the survey will not ”pair” with the session

4.Review customer’s survey
5.Process as desired