This template can be used for reaching out to individuals and/or their primary contacts post a service being delivered. It provides both a way for organisations to capture feedback on the services they provide, in addition to giving clients an opportunity to bring any areas of concern to light.
To apply this template in Pendula, simply select a scheduled flow and set this to run on a daily basis, we generally recommend sometime between 9am-12pm. This means that each day, it will only pick up the relevant appointment/service bookings based on the criteria specified below:
Suggested Copy:
Hi {{FirstName}},How was your experience with {{WorkerName}} yesterday? Reply POSITIVE or NEGATIVE. Your feedback helps us improve our services
Suggested Keywords:
Positive; Good; Great; Happy
Field = Service Rating
Operator = equals
Value = Positive
Suggested Copy:
That's great to hear {{FirstName}}, is there any other general feedback you'd like to provide?
Any Reply
Field = Service Feedback
Operator = equals
Value = $last.Reply
Suggested Copy:
Thanks {{FirstName}}, we really appreciate your feedback
Suggested Copy:
Hi {{FirstName}},How was your experience with {{WorkerName}} yesterday?Reply POSITIVE or NEGATIVE. Your feedback helps us improve our services
Suggested Keywords:
Negative; Bad, Unhappy; Disappointed
Field = Service Rating
Operator = equals
Value = Negative
Suggested Copy:
We're sorry to hear it didn't go so well {{FirstName}}. Would you like one of our team to give you a call to discuss? Simply reply CALL
Suggested Keywords:
Call; Phone; Help; Yes
Field = Call RequestOperator = equalsValue = True
Suggested Copy:
Thanks {{FirstName}}, we'll have someone reach out as soon as possible