Note: This feature is available on the following tiers: Enterprise, Advanced (as an add-on).
This destination automatically delivers a customer feedback form to your customer immediately after a service has been completed. This enables your customers to provide feedback about that service using a browser-based form, without the need for physical contact or manual follow-up. This helps to minimize the time between between the service and feedback.
An example workflow might be:
- A technician completes a repair on-site and, as a signed-in user, submits a completed report to the home office using the ProntoForms Mobile App.
- A single-use link to a Customer Feedback Form is automatically emailed to the customer. The customer can use a browser (see Overview: Customer Feedback Forms for supported browsers) and device of their choice to fill out and sign the feedback form, which contains relevant details from the technician's submitted form. In this way, the customer can report if any work was left undone, provide feedback for the technician, and officially sign off on the completed work.
Create the data destination, selecting Customer Feedback as the type.
- Name the destination, and link forms to it.
- Select some Customer Feedback Form-specific options in Destination Basics (see below).
- Optionally configure Filtering.
- Configure Email Details and Dispatch Details.
- Use the System-supplied SMTP Server to send your emails:
By default, emails are routed through the ProntoForms email server and sent out through public email using the address firstname.lastname@example.org.
This is the easiest route that requires the least configuration and no IT involvement. However, if you are sending emails to your customers, they may not recognize the email address and may decide it is spam.
- Use your own SMTP Server to send your emails:
With this option, email notifications are sent directly through your own SMTP email server. This optionally allows you to have your emails sent from an email address on your domain.
The key benefit of this option is that your emails can look like they are being sent by you, making them easier for your customers to recognize them as valid emails. The downside is that ProntoForms support has less ability to troubleshoot email issues.
Set up an Email Connection to connect to your SMTP server or choose an existing connection.
Reply-to Email Address
This option controls who will be the recipient if someone responds to an email sent out by the email destination.
- None: If someone hits "Reply", there will be no reply-to address supplied (or it will use email@example.com)
- Custom Email Address: The email address supplied will be used as the reply-to address in headers.
- Form Submission Submitter's Email Address: (Default) This will use the email address associated with the submitter's username as a reply-to address.
Question Unique IDs to Use for Recipient Email Address
This is where you configure who will receive the email. You will require a question in the source form that collects your customer's email address. This uses question unique IDs using an email data type. Find the appropriate question with an email data type in your form, copy the unique ID, and paste it into this field.
Multiple Email Addresses
If multiple email addresses are used, the same Customer Feedback Form link will be sent to each. As dispatched Customer Feedback Forms are single-use, we do not recommend entering multiple question Unique IDs in this field, or referring to a question that often has multiple emails entered as answers.
If multiple email recipients and corresponding links are needed, please use multiple Customer Feedback Form Destinations.
Setting up what the email will look like to your customers
To ensure that your customers get the right information and context along with the emailed link, you can configure what the subject line, email body, and link text look like in the destination configuration.
- Apply formatting with the rich text editor, including styles, images, tables, and lists
- Note: Email clients render different styles differently and may strip images or styles entirely.
- Use Data Record Expression Language to insert answers from your form:
- Customize emails by inserting a contact name into greetings with "%a[UniqueID]"
- Add a signature line to the email and insert the form submitter's name with "%u[name]"
- Press the "Example" button to see a sample of what the body will look like.
- Text to Display on Feedback Form Link: Customize the text that forms the link to the Customer Feedback form.
Attach a PDF Document of the Source Form to the Customer Feedback Destination
We recommend dispatching a PDF along with the email that contains the Customer Feedback Form link. Ensuring that your customers have proper context for this link will help when deciding whether this is a legitimate email, or spam.
Configure which Customer Feedback Form you wish to send to the email addresses configured in the Email Details section, and what information from the originating form is carried forward, such as the technician's name, or the date of service.
- Customer Feedback Form to Send: If you have multiple customer feedback forms, select the one you wish to dispatch answers to and send in an email to your customers.
- Form Answers:
- Automatically carry forward answers from questions with matching unique IDs and data types: This will take data from the originating form and automatically route it to questions in the selected feedback form with corresponding unique IDs as long as the question data type matches in both forms.
- Manually defined:
*NOTE: If you are using conditional logic to "Set" an answer on a question, we highly recommend NOT dispatching to this question. The conditional logic and dispatched data may conflict and produce inconsistent results.
What happens when this destination executes?
When this data destination is attached to a regular form (one filled out using the ProntoForms app, with a user login), and a ProntoForm is sent, this is what happens:
- The regular form is sent and processed according to whatever destinations are set up.
- The Customer Feedback Destination creates a Dispatch Customer Feedback Form containing the information forwarded on by your Customer Feedback Form Destination's configuration.
- The single-use link is sent via an email to your customer.
- The customer clicks on the link to open the Customer Feedback Form.
- The customer hits 'Send' on the Customer Feedback Form and is able to close the browser window, or navigate to the Success link on the Customer Feedback Form.
- The Customer Feedback Form is submitted to ProntoForms servers as normal.