🚀 AskNicely Launch Guide

🧭 Introduction

This guide is designed to walk you through the essential steps of launching AskNicely, aligned with the three core stages of the AskNicely Customer Journey:

1. Know Before You Go

2. Configure AskNicely

3. Take Action!

Think of this article as your master launch checklist—a strategic roadmap to help you get the most value out of your AskNicely account while staying aligned with your organization’s goals. Not every step will apply to every customer, but each section links to detailed resources, key considerations, and important “need to know” information to help you make informed decisions as you move forward on your path to CX excellence.

We strongly recommend starting with the Know Before You Go and Configuration Fundamentals sections to build the context you’ll need for the more advanced steps that follow.

1. Know Before You Go 
   
   1. Set your business goals
      1. Learning from the 7 habits of Customer-Obsessed Businesses
      2. Set Customer Experience objectives and success metrics
      3. Choose your metric: NPS vs. CSAT vs. 5 Star
      4. Set up your internal program
         
         
   2. Select your primary Surveying strategy
      1. Touch Base Surveys Vs. Follow-Up Surveys
         
         
   3. Choose Delivery Method
      1. Emailing Your Surveys
      2. Web Survey
      3. SMS
         
         
   4. Identify your “Data Source”
      1. Data Sources: CSV, API, or 3rd Party Integration - Advantages & Tradeoffs
      2. Using AskNicely's API to Import Your Contacts
         
         
2. Configure AskNicely
   
   
   1. Importing your Contact data
      1. Configure your CSV Importer, 3rd Party Integration, or API Connection
      2. Want more Leaderboards & Filters? Import more fields.
      3. Need to send Surveys based on a date?
         
         
   2. Set up your Survey Template
      1. Survey Template: Design your email on the “Survey Start” page
      2. Survey Template: Customize your survey with the Conversation Builder
      3. Choosing your Question Keys
      4. Survey Reminders
      5. Multiple Survey Templates: when are they needed, and how to set up.
         
         
   3. Set up your Send Scheduler(s) to start sending surveys
      1. How Send Schedulers work
      2. When to use multiple Send Schedulers 
      3. The Global Contact Rule
         
         
   4. Add Your Team
      1. Adding AskNicely Users
      2. User Roles
      3. Getting your organization involved
         
         
   5. Go Live!
      1. "Go Live" advice: Just Do It! 
      2. Final Checklist before sending Surveys
      3. Tracking your Sent Surveys
         
         
3. Take Action!
   
   
   1. Managing Responses: “Closing the Loop”
      1. Build Reply Templates
      2. Set up Workflows
      3. Hashtags, Case Management & SLAs
         
         
   2. Analysis: Exploring & Getting Value from AskNicely 
      1. Dashboard Graph
      2. Leaderboards & Filters
      3. Themes
      4. Dashboard - Questions Section
      5. Exporting responses and statistics
         
         
   3. Sharing Your Results: Reporting Options
      1. Mobile App
      2. Integration Dashboards: Slack, Front, etc.
      3. AskNicely TV
      4. Exporting “General Download”
         
      5. Publishing Testimonials
         
         
   4. What’s Next?
      1. 30-60-90-180-360 Day Milestones with AskNIcely.
      2. Where do we want to go?
      3. Introduction to Frontline