CX - Email Survey

To create an email touchpoint, go to:

• Login >> CX >> Add Survey
• Click on Email
• Click on Select Type

• Enter the Survey Name and NPS Question Title and click on Add Survey.

• You will be taken to the survey with an NPS question type. You may edit this question or add additional questions.

How do I send the email surveys to the customers?

To send the email or SMS Surveys, transactions needs to be imported in the system.

The transactions can be imported:

• Manual Import:
  • Enter transaction details Manually.
  • Click on Import Transactions
  
• Excel Import:
  • Download the Transaction Import template.
  • Fill all the data and import the excel sheet.
  

Send Survey:

Go to: Survey >> click on send

Select Business Unit and Transaction after and before dates.

• Select send options (Email, SMS, Email and SMS)
• Select Email template
• Enter "From": Name and Email id.
• Click on Next.