Set NPS distribution channels and agent flow in NotifyVisitors

• Created : Oct, 13, 2020
• Last Updated : May, 01, 2024

WHAT ARE NPS SURVEYS :

Net Promoter Score surveys are a key metric measurement tool to know the satisfaction of your customers on a scale range. It is the percentage of customers rating their likelihood to recommend your company, product, or a specific service to friends, acquaintances, and relatives.

The scores you receive are in direct correlation with the revenues of your business. You can know further why customers give you a specific score by going deeper with your questions and feedback. Consequently, you will improve customer satisfaction levels and expand your business revenues. Read this article to know how you can distribute surveys to the customers and set a hierarchy level to avoid sending them individually.

HOW TO DISTRIBUTE NPS SURVEYS :

NotifyVisitors enable you to create NPS surveys and other related functionalities such as sending surveys through various mediums. Also, you can directly integrate them on your websites via this integrated platform.

Below are the steps to set up the distribution of NPS Surveys :

• Navigate to the NotifyVisitors Dashboard> CREATE NEW NPS > INTEGRATION>NPS distribution. Once you create a survey and define its targeting rules. It's time to know the ways to distribute NPS surveys.

• NotifyVisitors enables you to distribute through various channels and mediums.

1) QR CODE:  You can generate a QR code link to allow the users to click on the link which navigates them to the surveys.

a. Simply click on the GENERATE QR CODE tab and a QR code link will be generated. 

b. By clicking on the click the users will be redirected to the below page, where they can give their feedback: How likely they are going to recommend your services to their friends?

2) AGENT: You can create an agent or set up a hierarchy to distribute surveys. The hierarchy system allows the organization to distribute the survey codes to the other agents and executives who can send it to other added agents to finally ask the customers’ feedback.

a. In order to perform this functionality, you can create an agent from the NV dashboard itself. Simply navigate back to the CREATE A NEW NPS PAGE. You can view the AGENT option on the topmost right side of the dashboard.

b. Simply click on the AGENT option to create, edit, or delete an option. Here the apple is the organization that has a hierarchy of officials working under it such as the managers, CEOs, sales, and customer executives (different departments). You can add an agent under each hierarchical level.

1. Click on the “ADD BUTTON” to add or edit an agent. Add the name of the agent.

• Give the mail id of the agent.
• RM ID: assign the unique id of the agent.
• Report to: Give the name of the official whom the agent will report to regarding the customer feedback.
• Label: Give labels to distinguish different departments under hierarchy such as finance or marketing department.

ii. You can also create a mail and send it to the agents to ask them about the customer feedback they have collected on their part.

Note: You can select the agents to whom you want to send the mails.

3) SMS: You can create an SMS campaign and add the survey link to it directly and send it to the customers.

1.    Click on Create campaigns and assign the campaign name. Click on the Save button to proceed further.

b. BASIC INFO: Create an SMS campaign and determine the audience to whom you want to send the campaign.                             

Note: You can pass the dynamic tokens in the message and add personalization such as the user name and other details.  

c. SCHEDULE CAMPAIGN: Set the time zone and data to schedule the SMS campaign to the audience. Click on the Finish button to end with the process.

4) EMAIL: You can distribute the survey by creating an email campaign on the dashboard.

a. Create an email campaign by first assigning a name to the campaign.

b. Add basic info of the users in the campaign and add personalization to engage the user more.

c. TARGETING RULES  - Choose your audience to whom you want to send the email campaign which contains the NPS survey. Set the frequency for the campaign.

d. CHOOSE TEMPLATE: Next, choose the template or create your own to customize your campaign.

e. SCHEDULE CAMPAIGN: Set the time and date to schedule the campaign and you are done with the process of distributing surveys through the mail.

 Follow the above steps to know how to distribute NPS surveys in various mediums through NotifyVisitors dashboards .