Enable Post-Appointment Survey Links

Learn how to enable a trigger send clients an email with your custom survey link. Note: this is a premium feature.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

If your organization wishes to send clients a survey link via email following an appointment, this feature will be useful for you!

What is it?

It's an email that sends to clients with customizable verbiage explaining why they're receiving the email and a link to the survey you've created. See an example of the general email below

How do you enable it?

  1. Contact a member of the Caredove team via the chat box or email.

  2. You will need a pre-existing survey link you wish to include.

  3. Determine which triggers you want this to send based on. Most of these are based on the sub-status classifications which we recommend using as the trigger. Often this matches the flow most accurately.

See below what classifications the default statuses fall under:

What can you customize?

All the text that appears in the Survey Request box can be edited:

Survey Request:

We would like to hear about your experience with our program.

Please fill out the following survey, your answers will help us improve to deliver quality service for our clients

The survey will take about 5 minutes to complete

The survey link:

This can be whatever link you have to direct them to your survey.

Still Have Questions?

Please send us a message, using our Chat box.

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