To get a feel for how CustomerSure works, and to experience things fom your customers’ perspective, start by making a test survey, mailing it to yourself and filling it in.
This first guide walks you through creating a survey and email template, the next guide will show you how to send your survey to yourself.
Don’t worry about fully customising your survey at this stage—there are many more options available once you are editing your survey. We keep survey creation fast and focused on your questions.
You can have as many surveys as you need. Often, our customers find it helpful to create a different survey for each touchpoint in a customer journey. Examples include ‘Post Sale’, ‘Post support call’, ‘Renewal’, ‘Cancellation’ etc. If you would like some help working out the best set up for your business, feel free to get in touch – we’re always keen to help.
You can have as many email designs as you need. You might want different emails for different surveys, or even different looks for each sub-brand you have. Each time you send a survey to customers, you can specify which email template to use.
Hover over Feedback Request Emails on the main menu and click Email Templates.
Next step: Send yourself a test survey →.
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To find out more about how CustomerSure could help you, get in touch today.