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NPS Customer Referral Value
NPS Customer Referral Value

v1.1.0

linxiaoxin

This template aims to provide an automated Net Promoter Score (NPS) follow-up form system for the company's Client Server team, Product Manager, market researchers, and company management. Through this system, you can achieve real-time monitoring and reminders of customer feedback, automatically collect and process new data, and display analysis results through intuitive dashboards to help the team more efficiently understand customer satisfaction and improvement directions.

📋 Project Management

📣 Marketing

💼 Sales

Included Resources

There is a New NPS Survey Form Coming~

Automated processes ensure real-time monitoring and reminders of data, improving the efficiency and response speed of data processing.

NPS Survey Analysis Dashboard

NPS Data Summary

NPS Survey Form

Workflow Graph

Workflow Graph

Workflow of NPS Customer Referral Value

Release notes

Release notes

Release notes of NPS Customer Referral Value

👉 Why Use the NPS Customer Referral Value Template?

Using the NPS Customer Referral Value template enables efficient collection and analysis of customer feedback, enhancing customer experience, improving loyalty, and facilitating data-driven decision-making.

👉 How the Template Works

The template includes the following modules:

  • There is a New NPS Survey Form Coming~: When a new form submission is received, it is sent to a specified Slack channel to ensure timely and consistent customer interaction.
  • NPS Survey Analysis Dashboard: Provides comprehensive data analysis to understand customer sentiments and pain points deeply.
  • NPS Data Summary: Records customer information, willingness to recommend, and feedback details.
  • NPS Survey Form: A questionnaire form that swiftly gathers customer feedback and NPS data.

🎯 Steps to Use

1. Install the Template

Install this template into your Bika space station.

2. Data Table Configuration

After entering the NPS Data Summary datasheet, you can create or modify existing table fields and customize the form content to meet your needs.

In the NPS Survey Form, you can configure the Sharing & Permissions settings to either "Link visitors can submit without logging in" or "Link visitors must log in to submit", depending on your needs, before sending it to clients outside the space station.

3. Complete the Automation Task Configuration

  1. Edit the There is a New NPS Survey Form Coming automation

    • Enter the editing interface of There is a New NPS Survey Form Coming and modify the action.

    • Obtain the Slack Incoming Webhook URL

    Log in to the Slack API Website, click "Create your Slack app," select "From scratch" in the pop-up window. After creation, click "Incoming WebHooks," toggle the switch, add it to the corresponding channel, and copy the generated Webhook URL. For detailed steps, please refer to here.

    • Paste the Webhook URL provided by Incoming Webhook into the Webhook URL field in the template's Action configuration and save.

    • In the "Send Message to Slack Channel" action, you can insert variables from the previous trigger into the "Message Content" field by entering the "/" symbol. This allows you to retrieve the required data and complete the push.

    • Enable the automation.

    Enable Automation

  2. Test the Automation

    • Enter the NPS Survey Form editing interface, fill in the data, and click submit for testing.

    Feedback Form

    • After successful automation execution, you will receive relevant reminders in the Slack channel.

    Slack Notification

👉 Suitable Users

  • Enterprises: Wanting to gauge customer satisfaction and loyalty levels to enhance products or services.
  • Customer Service Teams: Needing to collect and analyze customer feedback to provide better support and effectively address customer issues.
  • Marketing Teams: Can optimize marketing strategies and improve customer acquisition and retention using customer feedback data.
  • Product Managers: Can understand customer needs and preferences in-depth to guide product development and innovation.