👥 Add Recipients
In the Recipients section, enter the email address and name of each client you’d like to send the questionnaire to.
Click + Add to include additional recipients as needed.
You must add at least one recipient before sending.
✉️ Edit the Email Content
Before sending, you can customise the email details:
Subject – Update the subject line to suit your message
Message – Edit the email body to explain what the questionnaire is for and what users should do
This helps set clear expectations and encourages users to respond.
👀 Preview the Email
Click Preview email to see exactly how the email will appear to your users. This is a great way to double-check formatting, wording, and branding before sending.
🚀 Send the Questionnaire
Once recipients are added and your message is ready, click Send email. clients will receive the questionnaire immediately and can begin completing it online.