CX Scheduled Invites

With CX, you have an option to schedule the invites. You can see the list of invites scheduled for delivery. Also, you can edit and delete the same.

Login » Customer Experience » Distribute » Send

• Import the transactions in the system and proceed to Step 2 of Send Survey.
• Select the delivery option as "Scheduled - future delivery"
• Select the Date and time for delivery

There will be 2 different tables for Scheduled New Invites and Scheduled Reminders

Go to Distribute » Scheduled Invites
You can find the list of all the scheduled deliveries with an option to edit and delete the invites. To edit any scheduled delivery, click on Edit option, which will appear when you hover on that particular invite.
Enter the new date or time at which you wish to deliver the invites.
Click on Save. You can view the updated time in the table itself. To delete an invite, simply click on Delete option which appears when you hover on that particular invite.