Manage Automated Survey Updates

Manage Automated Survey Updates

PARTNER CPRM includes the ability to setup automated status updates that share response rates with you periodically via email. This makes it easier to track your progress and eliminates the need to log in regularly to check response rates manually.

How to Set Up Automated Survey Updates

1. Log in to your PARTNER CPRM account.

2. Click “Captures” and click a specific capture to open it.

3. Click “Emails” in the capture menu at the top right side of the page.

4. Click “Settings” in the email sub-menu, directly below the main menu.

5. In the panel at bottom-right, select which users should receive email updates.

6. Your settings save automatically. You can exit whenever you are finished.



Setting up automated status updates is an easy way to simplify your data collection and keep track of your response rates without having to log in repeatedly.