As a Customer Success Manager, I want to send my NPS campaign to every client, who just signed a contract (wether it's his first contract or 2nd / 3rd...). In Hubspot, I select the personnalized trigger. Problem: Today, re-enrollment of a contact is not possible when a new transaction (a new contract) occures. Solution : enable re-enrollment of a contact, when using a personalized trigger, if a new transaction is created
...read more
See more ideas labeled with:
Feedback Surveys
Status:
Idea SubmittedSubmitted onJun 23, 202210:38 AMSubmitted byasafprielonJun 23, 202210:38 AM
When using a custom survey and adding more than one step, HubSpot should submit the data answered in each step, so if the user abandons the survey in the middle, the data will still be collected.
...read more
Today we use the standard report Hubspot provide where you can see NPS score over time, in a diagram. But we are present in several countries, and would like to be able to follow the curve over time for each country. Since we do know our scoring is different in the regions, and it's easier for us to see the progress if we could split it by country. This will be valuable for all our departments, to see that the efforts we do pay off or not. Since it's a company effort to increase the NPS score at our customers. Thanks! Jenny
...read more
It would be nice to have the ability to send a survey within a workflow. For example, create an if/then branch on if a contact attended a webinar. If yes, then it sends a survey asking for feedback, if not, then no survey is sent. Surveys should have the same functionality within workflows that emails do. We have workflows set up for promoting webinars, and it would be so nice to just add a few branches to the workflow following the webinar to see how it went by sending a survey.
...read more
Hello, besides NPS via Email we do after sales calls and ask the customer about the NPS if he did not use the NPS via Email. Goal? An option to add the nps score manually to the exisiting feedback.
...read more
Working on an NPS survey and created some great animated gifs to display in the Thank you portion. Needless to say after uploading them to the file manager I found out that gifs are not supported. I feel like this is an easy fix and would make these survey's a little more fun. Thank you!
...read more
Since there's no shareable link from the custom survey that was delivered through email, is there a way to attach the same email survey to my follow-up email so the client won't have to dig into his inbox to look for the survey that I was following up with?
...read more
Submitting a request on behalf of a customer:
We should have the ability to modify/include additional contact properties when exporting feedback survey submissions (or even form submissions). This allows the functionality to be custom to each client in terms of what information from the contact they'd like to include in the export of these submissions.
Helps with building reports more seamlessly too!
...read more
Currently, the sentiment icons default to red, orange, and green. Would be nice to have the ability to change these to red, yellow, and green, or change the icons to thumbs up, thumbs down, or simply a color dot. Thanks.
...read more