Feedback requests and results
Send feedback requests, let customers answer by a personal link and read the evaluation.
A feedback request asks a customer how it went. The answer comes back through a personal link, without a login.
Where to find itMarketing → Feedback → Send request and Marketing → Feedback → Feedback Received
Send a request
- Open Send request and choose the customer.
- Send it by e-mail, or copy the link and send it yourself.
- Find unanswered requests under Open requests. You can copy the link or send it again.
The customer rates four topics with 1 to 5 stars and can add a comment. The link works once.
Send automatically
A switch on the page Send request creates requests by itself. It is off until you switch it on. You can choose:
- When an invoice is fully paid.
- When a project is set to Finished.
- Whether the customer also gets a short e-mail with the link.
Each invoice and each project triggers a request only once.
Read the evaluation
Feedback Received shows:
- The average rating and the share of satisfied customers, meaning 4 stars or more.
- The recommendation score from -100 to +100. Above 0 is good.
- The result by topic, the spread of ratings and the average per month.
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