Quick Start

To get up and running quickly, follow these simple steps:

1. Select your new organization from the Organization List.

2. You will see the Organization Menu - select the Templates option.

3. Select "Create new template".

4. Enter a name for your new template, select "From template gallery" then "Continue".

5. Choose one of the business types, e.g. "Any Business", then from the list of ready made templates, choose one.

6. You'll see a preview of the selected template, then select "Use this quickstart template".

7. You will then see the template settings and its unique Survey URL - promote this URL to the public via any means (website, emails, posters, receipts and invoices etc...) to gather customer feedback. You can also download the QR code to add to your survey promotional material.

8. If you want you can update the template wording to meet your needs or just use it as it is.

9. When a customer submits their feedback using your new URL you will be able to see their Ratings and Comment (if provided) in the Rating Received report.

Email Campaigns (Standard & Pro users)

Standard and Pro plan users can create email campaigns as follows:

1. Select the Email Campaigns option from the Organization Menu.

2. Select the Audience option from the Email Campaigns menu.

3. Select "Create new audience" - then you can use "Import Contact CSV" or "Add Contact Manually" to populate your new audience with customer contacts.

4. Once you've created your audience you can create a Campaign - select "Campaigns" from the Email Campaigns menu.

5. Select "Create new campaign", give the campaign a name, select your template from the "Choose Survey Template" menu.

6. Select your new audience from the "Target Audience(s)" - you can select multiple audiences if you have more than one.

7. Provide a description (recommended but optional).

8. Then select "Create Campaign".

Campaign Launch

9. Now you can schedule when your campaign will launch. From the Campaign Menu choose "Campaign Schedule & Launch".

10. Select a Date & Time to launch your new campaign, and select "Create".

That's all you need to do - your email campaign will launch automatically as per your schedule. Your customers in the selected audience(s) will receive an email inviting them to participate in your campaign.

When a customer submits their feedback using your new URL you will be able to see their Ratings and Comment (if provided) in the Rating Received report.