Customer Survey Settings

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Claire GautreauxOwner

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Customer Survey Settings
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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Customer SurveyA one-question 0-10 survey ([survey_link] in an email or text). Happy customers go on to your review page (Reviews module); others get a box to tell you what to fix, and the office gets a Task. Survey report with your score. Starts off.

Shown above the 0-10 buttons. [company_name] fills in.

Scores this high and up go on to your review page.

Scores this low and down make a Task for the office.

An in-app Task (follow-up, High) on the customer, with their comment. Never an email or text.

On (recommended): everyone can still find your review sites; happy scores go straight to them.MoreLess
What It Does
Google and Yelp don't allow asking only happy customers for reviews.
What It Changes
Every survey answer gets your review links; happy scores go straight to them.
How to Use
  1. Leave it On (recommended).
  2. Click Save.
  3. Try a survey link to check.

Shown after the customer answers.

Shown to scores below the Happy Score.

How long a [survey_link] keeps working.

A second answer inside this many days replaces the first.

Quick Calc

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