ReviewTrackers new Microsurveys feature allows you to collect targeted, structured and actionable feedback from your customers, alongside a review rating to unlock the full potential of the reviewer's direct feedback.
How to create a new Microsurvey
Please Note: Creating and editing Microsurveys is available for Manager or Admin-level users ONLY.
1) In ReviewTrackers, navigate to Ask Tool > Microsurveys > click "+New Microsurvey"
2) Give your survey a Name. Then select Star Rating or Net Promoter Score, customize the Question Text how you'd like it to read, and add your additional questions. Click Save.
*Note: You will see your survey Preview change as you make updates so you can see exactly how it will look for your end recipients.
Next, you will need to associate your Microsurvey to an Ask Template.
3) Navigate to Templates > click New Template > select Email or SMS.
4) Choose Request Type Feedback and customize your Intro Message as you would for a standard Feedback request.
5) Under the Microsurvey dropdown, select the Microsurvey you created in step 2. Click Save.
Next, let's send your Microsurvey!
6) Navigate to Compose. Set up your Ask Campaign as you normally would (for more help with requesting see our articles HERE), selecting the Ask Template that you just created. Note: This will automatically associate the Microsurvey you assigned to Ask template. Click Send Campaign.
Assigning a Microsurvey to an existing Template
You can also assign a Microsurvey to any existing Feedback template.
1. To do this, navigate to Templates > click on the Template you want to edit > select the desired Microsurvey from the dropdown menu and click Save.
2. Now, any time that template is used in an Ask Request campaign, the new Microsurvey will be sent.
If you have any questions or issues please reach out to us at firstname.lastname@example.org.
After sending out a microsurvey you'll be able to view your responses the same way as other Feedback reviews.
1. Navigate to the Reviews page.
2. Select Feedback as the review source.
3. Click on a response to see the Review Details Page.
Landing Page and QR Codes for Microsurveys
Additionally, on the Microsurveys page you can click to get a link or QR code that will direct customers directly to your survey.
What are Microsurveys?
Microsurveys are an extension of our existing Ask Tool. They allow customers to create customized detailed feedback landing pages to be sent out with each request.
Is it the same thing as a regular survey?
Yes and no. It is technically a survey, but Microsurveys are deliberately designed to be an extension of a review (NPS or Star rating), with a lightweight approach to survey feedback questions.
The review-centric feedback, and sleek short-form (limited to 5 questions) preserves the quick & simple process of leaving a review.
How many microsurveys can an account have?
There is no limit. Customers can create a microsurvey for any purpose they deem necessary.
What users have access to microsurveys?
Any user with Manager access and above (same as existing Ask Tool functionality).
How many questions can be added?
Each microsurvey has a default required review rating question (NPS or Star), with the option to add up to 5 additional custom questions.
I have a microsurvey. How do I actually send it out to collect feedback?
Exactly the same way a user would send out feedback requests today. There are 3 ways:
- Ask requests
- Create a microsurvey.
- Assign to an SMS or Email template.
- Select location(s).
- Send SMS or Email request using Ask Tool.
- Collect feedback responses in the same manner as existing reviews or feedback.
- Embedded landing page
- Each microsurvey has a unique landing page link that can be embedded anywhere.
- QR Code
- Each microsurvey has a unique QR code that can be embedded anywhere
Can I still request 3rd party reviews?
Absolutely! You will be able to toggle this on or off for each microsurvey, but when it is turned on, you will be given the option of submitting a 3rd party review after submitting the microsurvey feedback.
* 3rd party review sources are location-specific, so with microsurveys you will not be able to manually select sources. By default, top sources for each location are auto-selected.