How to exclude a customer from being surveyed
The Customers tab shows a list of all customers surveyed by your organisation.
Find the record of the customer you wish to exclude. Use the search bar to search for a customer by number, name, email or response ID.
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You can also use the column headers to narrow the search parameters.
Press the three dots button -> select Manage exclusions
In the form, select what is to be excluded, and press Save.
How to view all customers excluded from being surveyed
Click the Phone Excluded or Email Excluded headers at the top of the customer list.
The customer list will be filtered to show excluded customers only.
