👥 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.
🎨 Email Options
You can choose whether to show company branding in the email by toggling this option on or off. This allows you to control how the email appears to your users.
✉️ 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.