Getting Started With AskNicely

Getting Started Hub

• AskNicely Launch Guide
• AskNicely User Guide
• Data Sources - the three methods for importing Contacts: CSV Spreadsheet, API, or 3rd Party Integration.
• Final Checklist before sending Surveys
• Configuration Fundamentals (video guide)
• Navigating the App Store

User Management

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

Domain

• Sending Surveys From Your Email Domain
• Sending Domain Authentication Requirements for 2024
• Email Domain: What to do if you have more than 10 SPF records
• AskNicely domains to add to your organization's "Allowlist" of approved domains

Contact Rules

• The Global Contact Rule

Contacts

• Creating a CSV Database
• Understanding "Active" & "Inactive" Contact records

Survey Templates

• Multiple Survey Templates
• NiceAI - Dynamic Surveys
• How to Randomize Survey Selection Options
• How to Change a Survey's Metric
• Configuring Your Question Keys
• Choose your metric: NPS vs. CSAT vs. 5 Star

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