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How to Send a Survey to Existing Clients

Anne-Marie Roy avatar
Written by Anne-Marie Roy
Updated over 5 months ago

It is possible to manually send a survey to your existing clients directly from the InputKit platform. This feature is useful when you want to target a specific list of clients without relying on automatic triggers.

Steps to Send Manually

  1. Go to the Sendings menu located on the left sidebar.

  2. Click the Send many button.

  3. Select the Copy/Paste option.

Paste the Client List

  • In the provided field, copy and paste a list of client email addresses.

  • Email addresses must be separated by commas.

Automatic Detection by InputKit

  • InputKit will automatically recognize existing clients in your database.

  • If information is missing (e.g., employee type, first name, last name, etc.), the platform will prompt you to complete these fields before proceeding.


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