Customer Survey and your survey score

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Claire GautreauxOwner

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Customer Survey and your survey score
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Reports

Customer Survey and your survey score

A one-question 0-10 survey, happy customers on to your review page, a Task for low scores, and the report.

Off until an admin turns it on in Settings > Modules > Customer Survey. Every choice is a setting on its page's Settings button.

  1. Send [survey_link] in an email or text (the Customer survey automation does it for you). It opens a page with one question and 0 to 10.
  2. A score of 9 or 10 (Happy Score) goes straight on to your review page from the Reviews module.
  3. Lower scores get a box to say what to fix. A score of 6 or less (Low Score) makes a Task for the office. Nothing is emailed to the customer.
  4. Open Reports > Customer Survey for your score, answers by score and comments.

Google does not allow asking only happy customers for reviews. With Show Review Links To Every Score on (the default), every customer also sees your review links after the survey.

Where and How

Answers

Marketing › Customer Survey

Every survey answer, with the score, comment and what happened next.

What It Does

Lists each answer with when, the customer, score, comment and any Task.

What It Changes

Read only. Happy answers go on to your review page; low ones make a Task.

How to Use
  1. Pick the dates.
  2. Read low scores first.
  3. Open the Task to follow up.

From the same help as the card in the app.

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Updated 10/23/26

v1.4.444

Quick Calc

Type a rate, mix or unit question, or tap an example.