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  1. AskNicely
  2. Configure AskNicely

Configure AskNicely

The steps you need to start gathering and sharing customer insight

Configuration Fundamentals (video guide)

  • Configuration Fundamentals (video guide)

1. Import Your Contacts

  • CSV Importer
  • All 3rd Party Integrations
  • Want more Leaderboards & Filters? Import more fields.
  • Using AskNicely's API to Import Contacts & Send Surveys
  • Email to Survey
  • Sending Surveys based on a specific dates

2. Set Up Your Survey Template

  • Multiple Survey Templates
  • Configuring Your Question Keys
  • Survey Template: Design Your Email on the "Survey Start" Page
  • Survey Templates: Customize your Survey with the Conversation Builder
  • Build Your Survey - Video overview
  • Survey Reminders
See all 7 articles

3. Set Up A Send Scheduler

  • When to use multiple Send Schedulers 
  • Send Schedulers
  • The Global Contact Rule

4. Add Your Team

  • Managing AskNicely Users
  • User Roles: Customizing Access for your Team
  • Getting your organization involved

5. Go Live!

  • "Go Live" advice: Just Do It! 
  • Final Checklist before sending Surveys
  • Tracking Your Sent Surveys
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