Sending Manual Review Requests

1. From the Navigation Bar, click PXI.
2. In the Sub Navigation bar, click Reviews.
3. Under the Requests Sent box, click the Send Review Requests button.  A modal window will appear, prompting you to select recipients.
4. Select if you want to filter by NPS Survey Respondent Scores and enter the score you want to filter by.
   
   

   Note: This filters the Select Recipients list.

5. Select if you want to filter recipients by survey respondents who have already received a review request.  This option allows you to send review requests to NPS survey respondents who have submitted a survey on or after the date you provide.
6. Select your recipients and click the Next button.  You will be directed to edit your message content.
   

   Note: If you want to go back and edit your recipients, you can do so from the next page by clicking on the Back to Recipients link.

7. Select whether you want to send your review request via SMS, Email, or both.
8. If desired, edit your message subject and message body.
   

   Note: The Message Subject and Message Body are already set up for you, using your Review Request Template.

9. Set whether you want your message to Send Now or Send Later.
10. Click the Send Email button.
    
    

You can review the status of your review requests in the Requests tab.