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What are the prerequisites for setting up the Feedback Management tool?
To be able to collect customer reviews from your satisfaction Survey, several conditions are required:
have a CRM or a cash register software that lists your customers' contact information and the rights to send them communications;
have an email communication tool to send satisfaction Surveys;
integrate the connection link between your Survey and your communication tool.
What are the steps to set up the satisfaction questionnaire?
Creating the questionnaire
Share the questionnaire you want to send with your Customer Success Manager according to your objectives. They will take care of its online publication and customization.
Your Customer Success Manager provides you with the access link to the questionnaire. This link is composed of several parts:
https://surveyPartoo.so/r/abcde?email=XXX&Store_code=XXX&Name=XXX&Surname=XXX&Expiration_date=
The first part of the link is the same for all your customers; it is the source link of your Survey.
The second part (in bold) contains information specific to your customers and is personalized according to:
The email address of your customer (mandatory);
The code of the Business for which they were contacted;
Their last name;
Their first name;
It can be completed by an expiration date of the questionnaire for the solicited customer.
Sending the questionnaire
Create from your emailing solution the contact email for collecting customer feedback.
Integrate this link into the contact email. Use tags to set variables and personalize the link for the elements: email, code Business, last name, first name and expiration date.
Define your email sending rules so that your customers are solicited.
That's it!
Check and respond to customer feedback wherever you are, available on your mobile! 📲