Know Before You Go

Read This First!

• Know Before You Go: Key Considerations for your AskNicely Program
• AskNicely Launch Guide

1. Set your business goals

• Use "The 7 Habits of Customer-Obsessed Businesses" to guide your response strategy
• Set up your internal program
• Choose your metric: NPS vs. CSAT vs. 5 Star
• Set Customer Experience objectives and success metrics
• Benchmarking With AskNicely
• How to Calculate Net Promoter Score (NPS)

2. Select Your Primary Surveying Strategy

• Touch Base Surveys Vs. Follow-Up Surveys
• Follow-Up Surveys: Key Considerations

3. Choose Your Delivery Method

• SMS Compliance Requirements
• Emailing your Surveys
• Web-Based Surveys
• SMS Surveys

4. Identify Your Data Source

• Data Sources - the three methods for importing Contacts: CSV Spreadsheet, API, or 3rd Party Integration.