To schedule a survey:
1. From the Menu, select "Sales & Marketing" > "Schedule a Survey"
2. On the next page, choose which email template and survey will be sent, as well as which customers it will be sent to
3. Indicate whether to send the survey now or at a later date; choosing a later date will prompt you to select when the survey will be sent
4. When you've made your final choices, click the gold "Send" button at the top right-hand corner of the screen