Our goal is to automate the survey process. The most common way that we do this is by collecting your transaction data through an API integration with your company's CRM/LOS/POS.
But what about all of the meaningful relationships you built with clients prior to onboarding with your current company? Our manual survey feature allows you to send surveys to those past clients!
Note: Manually sent surveys will not count towards your leaderboard ranking.
To send a manual survey, just follow the steps below:
Step One: Log in to your account
Step Two: From your dashboard, click ‘Send a Survey'
Step Three: In the ‘Send Survey Request(s)’ window, enter your customer’s first name, last name, and email address. Note: If your company has enabled SMS reminders, you may enter the phone number as well
Step four: Click Send
Note: Once you have sent the manual survey request(s) the transactions can be found under your 'incomplete Surveys Tab'