Please visit the Evaluation templates and select the “Customer satisfaction survey” template to get started. Enter the title, choose the send date, and the evaluation period, and select the persons or teams that need to be evaluated. Next, under the ‘Customer details’ field, start typing one or more characters to either select an existing customer or select the option to create a new customer. Upon selecting the ‘New Customer’ option, a dialog box will open, allowing you to add more details such as their full name, email address, and phone number. Click ‘Save’ to add the customer. Add more customer names, as required.
Next, select the relevant result areas, enable the advanced options and signature settings, and click Save to launch the customer satisfaction surveys for one or more customers simultaneously.