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How to send a survey from reservations

Heather Stanley
  • Updated

  1. While in the Reservations tab

  2. Search for guest

  3. Select guest name

  4. Click Start Conversations
    Reservation Steps
  5. Select Survey
  6. Create survey question or click + Use Survey Template
  7. Click Next at the top right
    Reservation 2 Steps
  8. Recipients will be displayed to confirm, click Next
    Reservation 3 Steps
  9. Click Send Survey or Schedule
    Reservations 4 Step

 

10 STEPS

1. The first step is to open Whistle Messaging and click Reservations

Step 1 image

2. Click the empty box to select the guest(s) you wish to send a survey

Step 2 image

3. Click Start Conversations

Step 3 image

4. Select Survey

Step 4 image

5. Create survey question or click + Use Survey Template

Step 5 image

6. Select Survey Template

Step 6 image

7. Click Next

Step 7 image

8. Confirm recipients and click Next

Step 8 image

9. Click Send Survey or Schedule

Step 9 image

10. That's it. You're done.

Step 10 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1937367/How-to-send-a-survey-from-reservations

 

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