How to create and use Feedback Forms
This article will take you through steps on how to create and use Feedback Forms.
Part 1: Creating a feedback form:
Go to Masters > Feedback Forms > Add Feedback Form
You can create as many feedback forms as needed. A single feedback form can be used for all customers or you can create different feedback forms for different customers. Feedback forms are sent on the passenger details added while entering a booking, your feedback form is sent via Email/SMS the moment a duty is completed.
Give your form a name that would be displayed to the passenger as well as a name you would like to use internally. Add a catchy description that would motivate your passenger to provide feedback to you.
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Select ‘Active’ to start using the form.
Building your feedback form
Once your form is created click on the form to start building the form.
Click on the form - Add Field - Fill Question - Add Description - Select the format for answers - Save
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Field Type has multiple Selections :
- Singleline Text
- Multiline Text
- Select
- MultiSelect
Singleline Text allows your Customer to write their feedback in a single line
Multiline Text allows your Customer to write feedback in a brief
Select has two types:
Dropdown: Enable your passenger to select a response from the drop down menu.
Radio: Enable your customer to select an option by clicking on a button.mn
You can add the choices in the ‘Options’ section, using a comma to separate them.
MultiSelect has two types:
Dropdown: Similar to select, enable your passenger to select a response from the drop down menu. Here the user can select multiple options.
Checkbox: Enable your passenger to select responses by ticking on checkboxes. Here the user can select multiple options
Note: You can make questions mandatory which would force the user to answer before submitting the form.
In-active will not show the question in the form when sent to Customer.
Part 2: Feedback form delivery
2.1 Automated or manual:
Feedback requests can be sent to passengers automatically or manually after a duty is completed. The passenger will receive an Email and SMS with a link to provide feedback.
Automated sending:
Go to Me > Business Settings > Others > Select Feedback request when duty is completed
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Manual sending:
Go to Duties > Completed > Select the gear icon next to the duty > Request Customer Feedback
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2.2 Default feedback forms:
2.2.1 Feedback forms can be set at a Business settings level -
Go to Me - Business Settings - Others - Default Feedback Form - Select the form you want ALL your customers to get once a duty is completed
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2.2.2 Feeback forms can be set on an individual customer level
Go to Masters - Customer - Select the Customer - EDIT - Default Feedback Form
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2.3 SMS and Email examples:
This email can be customised from the Business settings - Feedback mailer section.
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SMS:
Remember if you are using a custom SMS header you would need to first register the feedback SMS template before you are able to send SMSes.
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Below is a sample feedback form that your passenger would experience. The branding here would be your own company branding.
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Note: When a duty is performed via network, feedback form of the supplier would not be shared with the passenger.
Part 3: Viewing passenger feedback:
Feedback can be viewed at an individual duty slip level or in the Duties export.
View Feedback On Individual Duty:
Go to Duties - Completed - Select the Gear Icon Next To Duty - View Duty Slip - Show Feedback
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Get collated feedback form data of your customers:
Go to Duties > Completed > Select the gear icon on the top right > Export Duties > Select Feedback Forms > Select the relevant columns > Export/View/Get Statement
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Thank you
Part 1: Creating a feedback form:
Go to Masters > Feedback Forms > Add Feedback Form
You can create as many feedback forms as needed. A single feedback form can be used for all customers or you can create different feedback forms for different customers. Feedback forms are sent on the passenger details added while entering a booking, your feedback form is sent via Email/SMS the moment a duty is completed.
Give your form a name that would be displayed to the passenger as well as a name you would like to use internally. Add a catchy description that would motivate your passenger to provide feedback to you.
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Select ‘Active’ to start using the form.
Building your feedback form
Once your form is created click on the form to start building the form.
Click on the form - Add Field - Fill Question - Add Description - Select the format for answers - Save
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Field Type has multiple Selections :
- Singleline Text
- Multiline Text
- Select
- MultiSelect
Singleline Text allows your Customer to write their feedback in a single line
Multiline Text allows your Customer to write feedback in a brief
Select has two types:
Dropdown: Enable your passenger to select a response from the drop down menu.
Radio: Enable your customer to select an option by clicking on a button.mn
You can add the choices in the ‘Options’ section, using a comma to separate them.
MultiSelect has two types:
Dropdown: Similar to select, enable your passenger to select a response from the drop down menu. Here the user can select multiple options.
Checkbox: Enable your passenger to select responses by ticking on checkboxes. Here the user can select multiple options
Note: You can make questions mandatory which would force the user to answer before submitting the form.
In-active will not show the question in the form when sent to Customer.
Part 2: Feedback form delivery
2.1 Automated or manual:
Feedback requests can be sent to passengers automatically or manually after a duty is completed. The passenger will receive an Email and SMS with a link to provide feedback.
Automated sending:
Go to Me > Business Settings > Others > Select Feedback request when duty is completed
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Manual sending:
Go to Duties > Completed > Select the gear icon next to the duty > Request Customer Feedback
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2.2 Default feedback forms:
2.2.1 Feedback forms can be set at a Business settings level -
Go to Me - Business Settings - Others - Default Feedback Form - Select the form you want ALL your customers to get once a duty is completed
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2.2.2 Feeback forms can be set on an individual customer level
Go to Masters - Customer - Select the Customer - EDIT - Default Feedback Form
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2.3 SMS and Email examples:
This email can be customised from the Business settings - Feedback mailer section.
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SMS:
Remember if you are using a custom SMS header you would need to first register the feedback SMS template before you are able to send SMSes.
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Below is a sample feedback form that your passenger would experience. The branding here would be your own company branding.
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Note: When a duty is performed via network, feedback form of the supplier would not be shared with the passenger.
Part 3: Viewing passenger feedback:
Feedback can be viewed at an individual duty slip level or in the Duties export.
View Feedback On Individual Duty:
Go to Duties - Completed - Select the Gear Icon Next To Duty - View Duty Slip - Show Feedback
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Get collated feedback form data of your customers:
Go to Duties > Completed > Select the gear icon on the top right > Export Duties > Select Feedback Forms > Select the relevant columns > Export/View/Get Statement
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Thank you
Updated on: 06/12/2022
Thank you!