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.
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
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
Manual sending:
Go to Duties > Completed > Select the gear icon next to the duty > Request Customer Feedback
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
2.2.2 Feeback forms can be set on an individual customer level
Go to Masters - Customer - Select the Customer - EDIT - Default Feedback Form
2.3 SMS and Email examples:
This email can be customised from the Business settings - Feedback mailer section.
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.
Below is a sample feedback form that your passenger would experience. The branding here would be your own company branding.
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
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
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.
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
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
Manual sending:
Go to Duties > Completed > Select the gear icon next to the duty > Request Customer Feedback
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
2.2.2 Feeback forms can be set on an individual customer level
Go to Masters - Customer - Select the Customer - EDIT - Default Feedback Form
2.3 SMS and Email examples:
This email can be customised from the Business settings - Feedback mailer section.
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.
Below is a sample feedback form that your passenger would experience. The branding here would be your own company branding.
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
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
Thank you
Updated on: 06/12/2022
Thank you!