Send a Questionnaire in BirkmanDirect

• Click Questionnaires in the Management Center in the Top Left Hand Corner
• Click Authorize Questionnaires (along the top)
• Select the following:
• Company Name
• Language
• Password Yes or No? (It’s common not to have a password)
• Type in the email address
• If redeeming questionnaire coupons:
• Click the check box if you have coupon codes to use
• A new box will appear and this is where you will type in your coupon codes
• Click Continue

• Select the email address you are sending the questionnaire to (make sure to click the box because if you don’t, then it may look like the questionnaire has been sent but it hasn’t)
• It is not necessary to type in a tracking number
• The manager can add a special note to the email if they want (not mandatory), such as:
• Call me when completed
• Email when completed
• Etc.
• Click email selection
• A box will come up notifying you that the questionnaire has been sent