Send a survey and manage mailing lists | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/send-a-survey-and-manage-mailing-lists Publisher: Pixie Technologies LLC How-to guide Send a survey and manage mailing lists Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on. Invite selected contacts or imported email lists and avoid duplicate sends. Audience: Administrator; Feature: Report; Permission-aware; Where to goSurvey → Send / Mailing Lists Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account. What this guide helps you do Invite selected contacts or imported email (https://pixiecrm.com/help-centre/topic/email) lists and avoid duplicate sends. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation. Follow these steps - Start from Survey → Send / Mailing Lists and open the relevant record or view. - Verify that the record is in the correct status and that you have permission to perform the action. - Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing. - Select the action described by “Send a survey and manage mailing lists” and complete the displayed options. - Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview. - Verify the action and wait for the success message before leaving the page. - Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome. Settings to check Date rangeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Status filtersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Customer (https://pixiecrm.com/help-centre/topic/customer), staff or group filtersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Currency (https://pixiecrm.com/help-centre/topic/currency) or amount basisCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. GroupingCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Export formatCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Checks before you finish - Verify the date basis. - Compare like-for-like data. - Remember that permissions may limit visible records. - Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff. - Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record. Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process. Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)expense (https://pixiecrm.com/help-centre/topic/expense)check (https://pixiecrm.com/help-centre/topic/check)report (https://pixiecrm.com/help-centre/topic/report)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead) Related guides Send and manage an estimate (https://pixiecrm.com/help-centre/send-and-manage-an-estimate)Send a subscription link by email (https://pixiecrm.com/help-centre/send-a-subscription-link-by-email)Invite a contact to the client portal (https://pixiecrm.com/help-centre/invite-a-contact-to-the-client-portal)Use expenses and income reports (https://pixiecrm.com/help-centre/use-expenses-and-income-reports)Review survey results (https://pixiecrm.com/help-centre/review-survey-results) Connected operational guides Recipients and mailing lists → (https://pixiecrm.com/help-centre/topic/customer-surveys-recipients-mailing-lists)Send queue and cron delivery → (https://pixiecrm.com/help-centre/topic/customer-surveys-send-queue-cron)