how to send an engagement survey to participant | XM Community
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Dears,
I am new to EX and I want to send an engagement survey to a participants who are already in the global directory ,I just select them but didn't find a send button

can you please help me with that
Appreciate it

Hi, To send an EX survey you need to first schedule Email that's in top of the Messages Tab and select the participants or to everyone in list and click on schedule, That'll further show you the progress.
Hope it helps!

HI Mays - you need to add those participants to the project (survey) first. Go to the project, participants tab, add participants, then you can add them and send out the survey. 😊
Hope that makes sense? Good luck, Val

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