Configure AskNicely

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.
• Email to Survey
• Sending Surveys based on a specific dates

2. Set Up Your Survey Template

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

3. Set Up A Send Scheduler

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

4. Add Your Team

• Adding 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