Emissary Exchange makes it easy to provide feedback on calls during your engagement and after your engagement is completed. Follow these steps to provide a review of your call and engagement.

Submitting the Post-Call Survey

1. Log into Emissary Exchange and the first page you will see is the engagement dashboard. Click on the engagement under the ACTIVE ENGAGEMENTS heading to access the post-call survey. 2. Once on the engagement page, click CHECK YOUR FEEDBACK under the Call Scheduler.
3. Once on the feedback page, click RATE CALL to launch the post-call feedback survey. This image has an empty alt attribute; its file name is advisor_post_call_needed-1.png

4.  Once on the call survey launches, respond to the questions then click SUBMIT.

This image has an empty alt attribute; its file name is advisor_call_form.png 5.  From here, you will be able to return to the feedback page and navigate to other engagements.

This image has an empty alt attribute; its file name is post_form_thank_youboth-call-and-engagement-1.png

1. Log into Emissary Exchange and the first page you will see is the engagement dashboard. Click on the engagement under the PRIOR ENGAGEMENTS heading to access the post-engagement survey. 2. Once on the engagement page, scroll down to view and click CHECK YOU FEEDBACK PAGE. This image has an empty alt attribute; its file name is advisor_get_to_feedback_page.png 3. Once on the feedback page, click REVIEW ENGAGEMENT FOR PAYMENT to launch the feedback survey. This image has an empty alt attribute; its file name is advisor_post_engagement_needed.png 4. Once the post-engagement feedback survey launches, respond to the questions then click SUBMIT. This image has an empty alt attribute; its file name is advisor_engagement_form.png 5.  From here, you will be able to return to the feedback page and navigate to other engagements.

This image has an empty alt attribute; its file name is post_form_thank_youboth-call-and-engagement-1.png

Review Payment Related Information

To access your payment related information, navigate to your profile editor where you can enter, update, or review your payment information, under the Payment Information heading.

3. If the payment information has been updated (or entered for the first time), scroll down to the bottom of the profile editor, and click SAVE. For questions, please contact Support@emissary.io