What are the prerequisites for setting up the Feedback Management tool?
To collect customer reviews from your satisfaction survey, several conditions are required:
Have a CRM or point-of-sale software that records your customers' contact information and permissions to send them communications;
Have an email communication tool to send the satisfaction surveys;
Integrate a connection link between our survey generation tool and your communication tool.
What are the steps to set up the satisfaction survey?
Creating the Survey
Create and customize the survey with your Customer Success Manager according to your goals. They will handle the online setup.
Your Customer Success Manager will provide you with the access link to the survey. This link consists of two parts:
https://surveyPartoo.so/r/abcde?email=XXX&Store_code=XXX&Name=XXX&Surname=XXX&Expiration_date=X
The first part of the link is the same for all your clients, representing the source link of your survey.
The second part (in bold) is personalized with:
Your client's email address,
The store code they were contacted for,
Their first name,
Their last name,
It can also include an expiration date for the survey for the contacted client.
Sending the Survey
Create the contact email for collecting customer feedback from your emailing solution.
Embed this link in the contact email. Use tags to set the variables and personalize the link for the elements: email, store code, name, surname and expiration date.
Set your email sending rules so your clients are contacted.
That's it!