Send a survey and manage mailing lists
Invite selected contacts or imported email lists and avoid duplicate sends. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
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 you’ll accomplish
Invite selected contacts or imported email lists and avoid duplicate sends. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, 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, 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-facing content or the resulting document where Britixo CRM provides a preview.
- Verify the action and wait for the success message before leaving the page.
- Check the activity timeline, status, email queue, gateway or generated record to verify the outcome.
Fields and decisions to review
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, 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 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 whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:paymentexpensecheckreportcurrencyapprovalsales accountingclient portalnotificationsemailcustomersleads
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.