Download Client Handbook

You can also set up your billing information at any time by going into Account Settings
Billing Billing information.
f.
Final Survey Review
After accepting the price, you will be directed to the Final Survey Review page. Here, you must
select a valid payment method before submitting the survey to InsightExpress for approval.
Depending upon your company’s Client-Respondent (CR) Pack, your survey will either be
automatically proceed (made live) or will be sent to the InsightExpress PM&O Coordinators for
a final review.
*Please note: An error message will be displayed if you do not have a valid payment method set
up within your account. Please contact your Account Executive if you would like to be added to
your company’s payment method or if you would like one set up for you.
g.
Activate/Distribute Survey
104
Survey Creation
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