Survey Creation

Surveys are great to collect feedback from your clients and users. By default, Partenero provides 3 types of surveys:

• NPS: it measures how likely your clients are to recommend your product or service;

• CSAT: it is used to gauge whether your product is meeting the client's expectations;

• Generic: it can be used to create any type of survey.

New Survey

To create a new survey:

1. Select "Surveys" in the main menu

2. Click "New survey" in the upper right corner.

3. Fill in the popup information:

   • Survey name

   • Type

   • Clients that will receive the survey. There are also 2 ways to select multiple customers at once:

• Journey Stage: We will select all clients within the given stage;

• Attributes: Will select all customers with the given attribute.

Survey Layout

This screen is used to configure the overall layout of the survey:

• Title;

• Type;

• Logo;

• Description;

• Questions.

Message

The message tab comprises the customization of the e-mail title, e-mail body, and "thank you" notes. It also has a section for resending messages to unopened e-mails.