Getting Started

1. Set Your Objectives

• Setting Objectives - 1: Establishing a CX Focus in Your Organization
• Setting Objectives - 2. Drive Reviews and Referrals
• Setting Objectives - 3: Drive Process Improvement Across the Organization
• Setting Objectives - 4: Identify Top Performers and Coaching Opportunities

2. Import Your Contacts

• CSV Importer
• Email to Survey

3. Set Up Your Survey Template

• Build Your Survey - Video overview
• Testing The Look & Feel Of Your Surveys
• Survey Template: Customize your Survey with the Conversation Builder
• Survey Template: Design Your Email on the "Survey Start" Page

4. Set Up A Send Scheduler

• Send Schedulers

5. Launch Your Surveys!

• Keep Track Of Your Responses With Case Management

6. Watch - Wait - Iterate!

• Workflows: Custom Alerts
• Reply Templates
• Response Chat Window
• Download "Surveys Sent" History
• Improving Response Rates
• Get More Reviews

7. Socialize Business Outcomes

• Use Filters On Your Dashboard & Response Page To Enhance Your Reporting
• Publishing Testimonials
• How to set up your physical AskNicelyTV
• Hashtags: Case Management and Reporting
• Custom Groups - Create New Data Points
• AskNicely Insights