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.
To create a new survey:
Select "Surveys" in the main menu
Click "New survey" in the upper right corner.
Fill in the popup information:
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.
New Survey Options
This screen is used to configure the overall layout of the survey:
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.
Resend Unopened Emails