You can send an online review link to your customer via email for every job completed. This is a good way of getting your customer feedback to see areas for improvements and process opportunities.
In order to use this feature, you must first set up an email template containing the review link.
1. Go to Administration → Email Templates.
2. Select Job from the drop-down list and click + Add Template.
3. Build your email template by adding a template name, subject, and email content.
To add the feedback link, select Feedback from the list of Email Fields.
Note: You can add other email fields to the subject line and email body which will auto populate the information when sending your email to the customer.
3.1 Adding the Feedback Link.
When you click Feedback from the list of email fields, the following screen appears for you to enter the Text and then click Insert.
Text is what your customer sees and when clicked, it redirects them to the feedback page. In this example, we put the text Online Review for Completed Job.
4. After building your email template, click Save button located at the right side of the screen.
Sending the Online Job Review Link
1. Go to Jobs and access the job wherein you need a feedback link sent to your customer and click on Email Job.
2. Select the template you've created and in this example, we choose the template called Request for Review.
3. After sending the email, you can access a trail by going to History tab.
The following image is what your customer sees and they can add a rating as well as comments.
Once feedback is submitted, it will flow through reporting space in Ascora.
Accessing Customer Feedback
1. Go to Reports and select Feedback from the list or available reports.
2. You can filter by user, select the date range, and even export the report to Excel.
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