v1.0.1
Lujun
The Customer Satisfaction Form and Analysis Template simplifies collecting, organizing, and analyzing customer feedback. With structured forms, Automated email reminder for followers to categorize insights, and a detailed dashboard, this template helps teams measure satisfaction, identify trends, and take action to improve products and services.
💼 Sales
Included Resources
Feedback
Themes / Insights
Follower
Feedback Form
Assign followers when there is new feedback
Feedback and satisfaction statistics
Workflow Graph
Workflow Graph
Workflow of Customer Satisfaction Form and Analysis
Release Notes
Release Notes
Release notes of Customer Satisfaction Form and Analysis
The Customer Satisfaction Form and Analysis Template provides a comprehensive system for gathering and analyzing customer feedback to enhance product and service satisfaction. It includes a structured feedback form, categorized insights, and a statistical dashboard to help teams evaluate customer sentiment and prioritize actionable improvements.
The Feedback database captures customer input, including satisfaction ratings, comparisons, reasons, highlights, and a formula to classify customers as promoters or detractors. This is the core database for all customer feedback.
The Themes / Insights database organizes feedback into actionable themes, categorizing them as positive or negative and linking them to related customers. Teams can assign owners, track resolution statuses, and define actions to address issues or capitalize on strengths.
The Feedback Form allows customers to easily submit their feedback, ensuring consistent data collection across satisfaction metrics, reasons, and additional comments.
The member information and email address of the follow-up team are stored, and one person will be automatically selected as the follow-up person when there is new user feedback.
The Assign followers when there is new feedback automation will be triggered when a new user feedback form is submitted, selecting a member from the follower database, automatically creating an insight analysis record, and sending an email to notify the member to follow up the analysis.
The Feedback and Satisfaction Statistics dashboard provides a visual overview of customer satisfaction metrics, including the total number of feedback submissions, product and service satisfaction ratings, and the promoter/detractor breakdown. This resource helps teams quickly assess customer sentiment at a glance.
Go to the Follower database, add your team members, and enter their email addresses. You can also add more fields if needed.
Go to the Assign followers when there is new feedback automation, and make sure the switch in the top right corner is enabled. The template has already set up the basic automation flow, so no modifications are generally needed. You can change the email subject and content if required.
Go to the Feedback Form, and in the top right menu, select Share and Permissions to open the sharing configuration.
Change the permissions at the bottom left to "Link visitor can submit without logging in". Then copy the link below and share it with users to fill out the form.
Get started with the Customer Satisfaction Form and Analysis Template to better understand and act on your customers' needs!
