Depending on server setup, structure may vary for self-hosted clients
Select a user to whom the email should go to if the employee selects "reply" following the survey's completion.
Check the Active box to make it active.
Place a check mark next to questions in the Evaluation Question list to add questions to the evaluation.
A confirmation message displays. Click OK.
Note:Evaluations can be deleted by right-clicking an evaluation in the grid.
Send a Survey
Once the Evaluation is set up, it can be sent to employees using Avionté's embedded email client.
Select Send Email either through the Contact or Employee Actions menu.
Note:If both Outlook and SMTP are set up, select SMTP.
Edit or add any contact information in the email fields. Note: The selected Employee or Contact email address appears in the "To" field. If this address is removed, the address will still receive the evaluation email. If an address is entered to replace the original email address, both the original recipient AND the newly added address will receive the evaluation email.
In the now open New Email wizard, enter the text desired in the email body.
Highlight the text that is to become a clickable link.
Select an evaluation from the drop-down menu above.
Click Send & Close in the upper-left. The survey will be sent to the recipient and any added recipients.
Note:Each survey can be filled out once per email, and will be saved in the Employee or Customer Evaluation section.