How to send a customer satisfaction survey by email?
- Enter the “Customer Satisfaction” module from the left sidebar.
- Click on the “Send by email” button at the top of the process flow.
- Select the quality manager who will review the evaluation.
- Choose the customers who should answer the survey.
- Select form you will use for evaluation.
- Click on the "Send" button, an email will be sent to all selected customers inviting them to answer the survey with the link to enter.
The questions will vary depending on the evaluation you have chosen to send.
Customers will only have access to the system screen where they can respond to the survey.
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How to perform an evaluation of customer satisfaction?
Enter the “Customer Satisfaction” module from the left sidebar. Click on the “Perform evaluation” button in the process flow. Select the client that will evaluate their satisfaction, as well as the quality manager who will review the evaluation. ...
How to review an evaluation of customer satisfaction?
Enter the "Customer Satisfaction" module from the left sidebar. Click on the "Review Evaluation" button in the process flow. A list will appear with all the evaluations pending review. Click on the "Actions" and "Details" button for the evaluation ...
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Enter the “Customer Satisfaction” module from the left sidebar. Click on the “Take Actions” button in the process flow. A list will appear with all the evaluations pending actions, click on the “Actions” and “Details” button for the evaluation you ...
How to create/modify evaluations in the customer satisfaction module?
Enter the “System Settings”, identified by a gear icon at the top right corner. Click on the “Drop-down lists” button and scroll to the “Customer Satisfaction” module. Click on “Evaluation”, where you´ll see a list of all evaluations currently set ...
How to answer a working environment survey?
Enter the "Work Environment" module from the left sidebar. Click on the "Answer Survey" button in the process flow. Answer all survey questions and click the "Send" button to save the answers and exit. You can also access the task directly from the ...