Configure messages for promoters, neutral, and detractors
Click on your name (top right) > Account settings.
Click on NPS under Features.
Customize your message for promoter, neutral, and detractor customers. Use smart fields (dynamic placeholders that automatically pull in customer-specific details) to personalize each message.
Configure NPS settings
Scroll down to configure your NPS settings, where you can fine-tune details like minimum spend thresholds, automation triggers, and alert email recipients.
Minimum Delay
Set how long to wait (by minutes, hours, or days) after a sale before sending the NPS message.
Your options:
15 minutes
1 hour
2 hours
4 hours
8 hours
1 day
3 days
5 days
7 days
Review Link
Add a link that can be included in your promoter message. Check out this blog post for more ideas and details.
Minimum Sale Amount
Only send NPS messages for purchases above this amount.
Automation Enabled
Enable NPS automation for sales and/or services.
To avoid sending too many messages to your customers, only NPS or reviews can be active at the same time.
Alert Emails
Add team members who should be notified when a score is received.
NPS for multi-locations
Learn how to customize NPS messages by location, notify the right team members, and view scores across all your locations.
How to set up different verbiage for each location in your NPS messages
Follow the same steps outlined above for each location.
You can change locations by clicking on the location name at the top-left corner.
Ask your manager or review your user permissions if you are unable to change locations.
How to notify different team members
Each location has its own configurable settings, add the appropriate recipients to be notified of NPS responses directly within each location’s settings.
We only notify recipients of detractor and neutral responses.
How to view NPS scores for all locations
Head to the NPS tab for a snapshot of overall NPS health, location-specific reports, a full list of replies, and access to a printable QR code you can display in-store to gather more responses.