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How to Send NPS Surveys

SmartCustomer gives you multiple ways to collect Net Promoter Score (NPS) feedback from your customers.

You can:

  • Create and distribute standalone NPS surveys
  • Add NPS and Custom Questions to your existing review collection surveys

Choose the option that best fits your workflow.


Option 1: Standalone NPS Surveys

Standalone NPS surveys are designed specifically for collecting customer satisfaction and loyalty feedback.

You can distribute standalone NPS surveys using two collection methods:

  • Customer Upload
  • Survey Link

Method 1: Customer Upload

Customer Upload allows SmartCustomer to send NPS survey invitations directly to your customers.

Step 1: Create Your Survey

Before sending surveys, create the survey template you want recipients to receive.

Navigate to:

Net Promoter Score → NPS Settings → Survey Settings

Configure your survey:

  • Template name
  • Branding
  • Colors
  • Thank-you message
  • Custom Questions (optional)

Step 2: Configure Your Email

Navigate to:

Net Promoter Score → NPS Settings → Email Settings

Customize:

  • Subject line
  • Email content
  • NPS prompt
  • Email delay

Step 3: Upload Your Customer List

Navigate to:

Net Promoter Score → NPS Collection → Customer Upload

Select the survey template you want to send.

Upload a CSV file containing your customer list.

The Email Address column is required.

Additional optional fields include:

  • First Name
  • Last Name
  • Order ID
  • Order Date
  • Labels
  • Product SKUs
  • Phone Number
  • Agent Identifier
  • Location Identifier

Step 4: Monitor Upload Status

After processing your file, SmartCustomer displays:

  • Upload date
  • Filename
  • Requests Created
  • Errors

If any rows cannot be processed, an error report will be available for download.


Method 2: Survey Link

Survey Links allow you to distribute standalone NPS surveys through your own communication channels.

Navigate to:

Net Promoter Score → NPS Collection → Survey Link

Select the survey template you want to use.

SmartCustomer automatically generates a unique survey URL for that template.

You can share the survey link through:

  • Email campaigns
  • SMS messages
  • Support follow-ups
  • QR codes
  • Website links
  • Customer portals

Using Advanced Survey Links

Advanced Survey Links allow you to pre-populate customer information and associate responses with specific customer records.

Optional parameters include:

  • Email Address
  • First Name
  • Last Name
  • Phone Number
  • Order ID
  • Purchase Date
  • Labels
  • Product SKUs
  • Agent Identifier

Use the built-in Link Generator to create properly formatted URLs and test links before distributing them.


Option 2: Add NPS to Review Surveys

In addition to standalone surveys, you can also include NPS questions and Custom Questions in your review collection workflows.

Supported review survey types include:

  • Instant Feedback
  • Feedback Surveys

This allows you to collect customer satisfaction feedback while also requesting reviews, giving you additional insight without requiring customers to complete a separate survey.


Instant Feedback

Instant Feedback is typically presented immediately after a customer interaction, such as a purchase or service experience.

You can add:

  • NPS Question
  • Custom Questions

Responses are recorded alongside your Instant Feedback results.


Feedback Surveys

Feedback Surveys allow you to collect reviews and additional customer feedback using a customizable survey.

You can include:

  • NPS Question
  • Custom Questions

This provides additional customer insights while continuing to collect reviews through your existing workflow.


Reusing Custom Questions

Custom Questions are shared across SmartCustomer's survey tools.

Questions created in the Custom Questions library can be used in:

  • Standalone NPS Surveys
  • Instant Feedback
  • Feedback Surveys

This allows you to maintain consistent customer feedback across multiple survey types without recreating questions.

If you want to...
Use...
Send dedicated NPS surveys through SmartCustomer
Customer Upload
Share NPS surveys through your own email, SMS, QR codes, or website
Survey Link
Collect NPS alongside Instant Feedback
Instant Feedback
Collect NPS alongside review requests
Feedback Surveys
 
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