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Sending Surveys 📤

Introduction​

Once a survey is complete and verified, Amplifi-Qx Hub provides a streamlined process for sharing results with clients. The system generates secure, client-friendly reports that can be easily accessed through a unique URL.

Sending Process 🔄​

Preparing to Send​

Before sending a survey to a client, ensure:

  • All measurements are verified and complete
  • Photos are properly attached and labelled
  • Engineer notes are comprehensive and professional
  • Any sensitive internal comments are hidden
  • The survey status is updated appropriately

Marking as Sent​

To send a survey to a client:

  1. Navigate to the survey details page
  2. Click the "Send Survey Report" option
  3. Review the generated sharing link
  4. Click "Mark As Sent" to finalise
  5. The system will record the sent date and status

Survey Links 🔗​

The system generates two different types of links:

Client Link:

  • Provided to the client
  • Shows a professional, formatted report
  • Contains only client-appropriate information
  • Accessible without login credentials
  • Tracked for viewing statistics

Preview Link:

  • For internal team use
  • Allows report preview before sending
  • Doesn't affect survey statistics
  • Used for quality checking
  • Available in the survey options

⚠️ Important Note: Always use the preview link for internal reviewing. Using the client link internally will affect the survey statistics and potentially confuse tracking metrics.

Best Practices 💡​

Before Sending​

Complete this quick checklist:

  1. Review all survey content
  2. Check photo quality and relevance
  3. Verify measurement accuracy
  4. Ensure notes are client-appropriate
  5. Confirm recipient details are correct

After Sending​

Once marked as sent:

  • Record any client communication
  • Note any immediate feedback
  • Plan any required follow-up
  • Update project timelines
  • Document next steps

Survey Options ⚙️​

Additional features available when sending surveys include:

  • Preview report formatting
  • Download PDF version
  • Track viewing statistics
  • Resend capabilities
  • Access history logs

Return to Surveys Overview → Learn About Survey Results →

Remember

The survey report is often the first detailed deliverable a client sees from your team. Ensure all content is professional, accurate, and properly formatted before sending.

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