12. August 2024 Kunden

Customer Inquiries Improved

The customer survey can now also be started from a customer file without an appointment reference. In addition, a link to a specific survey can now be included not only in reminder and confirmation emails, but also in marketing emails and in email text templates. Furthermore, the language of the survey is now selectable for the customer if your location is set up multilingually.

All 3 changes in detail:

  1. In a customer file, you can now start a customer survey directly via the Options button. It is no longer necessary to create a walk-in appointment or similar to conduct an additional survey with a customer.
  2. Links to individual customer surveys that you have defined can now also be used in marketing emails. This is very practical, for example, to update data or to use the customer survey as a survey.
  3. If you use multiple languages for your customer fields and surveys, the language is now selectable when starting the survey.