Reports, goals and surveys
Send a survey and manage mailing lists
A clear Pixie CRM walkthrough for send a survey and manage mailing lists, with the screen path, field checks and post-save verification.
Where to goSurvey → Send / Mailing Lists
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for send a survey and manage mailing lists, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Survey → Send / Mailing Lists in Pixie CRM.
- Confirm the related record, recipient or audience before preparing anything client-visible.
- Review the controls that matter for this task: Survey, Mailing list/recipients, Email subject/template, Send status.
- Complete Send a survey and manage mailing lists using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Survey
Mailing list/recipients
Email subject/template
Send status
Checks before you finish
- Check date range, filters and grouping.
- Keep the same context when comparing periods.
- Validate exports against the on-screen report.
- Record the reporting period when sharing figures.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.