Sending surveys to your customers allows you to gather crucial feedback and improve your business. Here's how you can use ClearLine to send surveys to your customers:
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Go to your Dashboard.
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Click on 'Send Survey'.
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Select a recipient from your existing list, or click the plus sign to add new recipients.
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Fill out the recipient's Email or Phone number. Optionally, click on 'Message Personalization' to provide additional details.
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If you've clicked on 'Message Personalization', you have the opportunity to enter the first and last name of your customer, as well as information about the product/service/package they purchased.
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If you completed the 'Message Personalization' section, your customer will receive a personalized email or text message that includes their name and product details. We strongly recommend using this feature, as it personalizes your communication with your customers.
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Click 'Add Recipient' to finalize the addition of this individual to your recipient list.
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Click 'Send' to deliver the survey invitation.
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Your client will receive an email or text message containing a link to your company's survey. If the invitation is sent via email, they'll see a 'Click Here' button.
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Request your client to click the link or the button to access the company's survey.
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Encourage your client to complete the survey, and click 'Submit' when finished.
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If your company offers a reward for completing the survey, prompt the client to click on the 'Open Reward' button after submitting their responses.
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Your client can now claim their reward.
By following these steps, you can gather valuable feedback while rewarding your customers for their time and input.
