NPS Survey

Make your surveys truly your own with these design customization features.

• Title Text Color: Customize the color of your survey’s title to match your brand's color scheme.
   
• Question Text Color: Adjust the color of the text for each question to ensure clarity and visibility.
   
• Button Background Color: Personalize the appearance of the buttons used in your surveys, including submit and navigation buttons.
   
• Answer Text Color: Control the color of the text for survey responses for better readability.
   
• Title Font Type: Select from a range of fonts to change the style of the survey title, enhancing your survey's look and feel.
   
• Question Font Type: Customize the font used for each question in your survey, giving it a unique touch.
   
• Background Color: Choose a background color for your survey to align with your brand’s design or create a specific mood.
   
• Title Font Size: Adjust the font size of the title for better visibility and to match your design needs.
   
• Question Font Size: Fine-tune the font size of your questions for readability across devices.
   
• Background Image: Upload an image as the background of your survey, making it visually engaging and branded.
   
• Section Background Color: Control the background color of different sections of your survey to improve the user experience.
   
• Header Image: Add a header image to the top of your survey for brand recognition or aesthetic appeal.
   
• Footer Image: Include a footer image for branding or to display additional information.
   

After survey completion, you can tailor the experience with these customizable settings.

• Message Header: Customize the header text of your thank you page to express gratitude and appreciation.
   
• Message Rich Text Area: Edit the body of the thank you message, allowing the inclusion of text, links, images, and more to engage the respondent and provide additional context.
   
• Redirect Settings: Set up a URL redirect to send respondents to a specific webpage after completing the survey, such as a promotional page or more information.
   

Choose from a variety of question types to collect exactly the data you need.

• Text: Simple single-line text input for short responses.
   
• Text Area: Multi-line input for more detailed responses.
   
• Long Text Area: For even more comprehensive answers, allowing users to provide extended feedback.
   
• URL: A field for respondents to enter a website URL.
   
• Email: A field for email input, typically for follow-up contact.
   
• Picklist: Dropdown list for respondents to choose one option from a list.
   
• Multiselect Picklist: A list where respondents can select multiple options from predefined choices.
   
• Date: Collect a single date from respondents.
   
• Date Time: Collect a specific date and time.
   
• Number: Use this to capture numerical responses.
   
• Percentage: For responses requiring a percentage value.
   
• File Upload: Allow respondents to upload files as part of their survey response.
   
• Rating: Capture respondent feedback with a rating scale (e.g., 1 to 5 stars).
   
• Currency: Collect monetary values with currency formatting.
   
• NPS (Net Promoter Score): Assess customer loyalty by asking how likely respondents are to recommend your company.
   
• CSAT (Customer Satisfaction): Measure customer satisfaction on a scale.
   
• CES (Customer Effort Score): Determine how easy it was for respondents to interact with your company.
   

Adjust various settings to control the timing, response handling, and more.

• All Question Required: Easily toggle to make all questions mandatory or optional.
   
• Timeline: Set a start and end date for the survey to automatically open and close.
   
• Auto Close Date: Automatically close the survey after a specified date.
   
• Allowed Time to Respond: Define a time window in which respondents can complete the survey.
   
• Recurrence: Schedule your survey to recur at specified intervals, such as weekly, monthly, or yearly.
   
• Allowed Target Objects: Choose from various Salesforce objects (Account, Contact, Opportunity, Case) to attach survey responses to.
   
• Auto Archive Date: Automatically archive surveys after a certain period.
   
• Use Latest Version at Dispatch: Ensure the latest version of the survey is always used when sending out responses.
   
• Apply Setting with a Quick Preview: Instantly preview your settings and adjustments before applying them.
   

Personalize the survey flow for each respondent based on their answers.

• Rule Name: Define the name of your branching rule for easy identification.
   
• Source Question Equal Answer: Set up conditions to trigger the next question based on a specific answer from the respondent.
   
• Target Question: Choose which follow-up question should be shown based on the source answer.
   
• Active Checkbox: Enable or disable specific branching rules as needed.
   
• Add Multiple Rules: Create multiple branching rules to handle different responses.
   
• Only for Picklist Questions: Branching is limited to picklist-type questions for better control.
   

Map survey responses directly to Salesforce fields for seamless data integration.

• Map Question to Object Fields: Map each question to specific Salesforce fields (e.g., Account, Contact, etc.) for easy data capture and analysis.
   
• Save Field Mappings: Save your field mappings for future use, ensuring consistent data integration across surveys.
   

Set up a customized scoring system to assess responses and trigger actions.

• Score Range: Define score ranges (e.g., 0 <= Survey Score < 6) to categorize responses.
   
• Score Label: Label each score range for easy interpretation (e.g., Poor, Fair, Excellent).
   
• Score Color: Use color coding to visually represent each score range.
   
• Action: Set up actions based on the score (e.g., sending a follow-up email for low scores).
   

Distribute surveys via multiple channels to reach your audience effectively.

• Email Distribution: Send surveys directly to one or more recipients via email, with personalized survey links.
   
• QR Code Distribution: Generate a QR code that respondents can scan to access the survey, ideal for in-person events or printed materials.
   

Select from pre-built templates or customize your survey from scratch.

• Out-of-the-Box Survey Template: Start with a ready-made template and customize it to suit your needs.
   
• Customization During Design: Fully customize your survey template during the design process, ensuring it aligns with your brand’s look and goals.
   

Control when and how your surveys are sent out.

• Schedule or Send Survey Right Away: Choose whether to send surveys immediately or schedule them for later.
   
• Target Contacts/Leads: Send surveys to selected contacts or leads in your Salesforce system, ensuring you gather feedback from the right audience.