New Quick Start Guide – Sending Questionnaires

 In Training Videos, Uncategorized


The Training team at Migration has just released another Quick Start Guide and Video to help new users learn the basics of Migration Manager. As highlighted in our previous post about the introduction of the Quick Start Guides, the aim of the Quick Start Series will be to show users how to quickly perform a number of the main tasks that many users make use of on a regular basis. Each guide will contain a written set of instructions with images of approximately 10 steps along with a short 2-3 minute video that demonstrates the instructions in practice.

The new Quick Start Guide released is “How to Send a Questionnaire and Perform an Email Capture”. This Guide and Video aims to show new users how to very quickly send a Questionnaire to a Client by email and then capture that email from Outlook and save it in Migration Manager. Use of the Questionnaires and the ability to capture and save emails are two essential skills for using Migration Manager successfully. This Quick Start Guide can be accessed at: Quick Start Guide: Sending a Questionnaire and Performing an Email Capture

The video that is included with the guide will also appear at the bottom of this blog post. Over the coming weeks we will be producing and releasing additional Quick Start Guides covering topics such as Questionnaire Imports, Form Merging etc and we will be posting up information on our Blog when these are released.

As always, if you have any questions please do not hesitate to contact our support team.


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