Surveys, feedback and loyalty
Ask customers how they are doing, run questionnaires and surveys, and reward them with points.
Feedback you collect on a rhythm is data. Feedback you collect when something has gone wrong is an argument.
Feedback
Where to find itMarketing → Feedback
- Send request: choose who to ask.
- Feedback Received: the answers with an evaluation.
Details: Feedback requests and results.
Questionnaires and surveys
- Marketing → Questionnaire for a structured set of questions.
- Automation / Workflows → Utilities → Surveys for the survey tool with its own recipients and results.
Customer loyalty
Where to find itMarketing → Customer Loyalty
- Loyalty Programs: how points are earned and spent.
- Memberships: the tiers and their rules.
- User: who takes part.
- Transactions: what was earned or redeemed.
- Configuration: the settings.
On top of these pages a link row opens the page Loyalty programme, which sets everything up in three steps. See Set up a loyalty programme.
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