- Have launched at least one NPS campaign.
How to Get There
- Click on Reports in the left vertical menu:
- Click on NPS Details:
The filters are used to funnel the information. In this report, you have the following options to filter:
- Survey Status;
Select them in accordance with your desired results:
After the selection, click on the "Apply filters" button to update the search:
Once the filters are applied, the results will be displayed like the example below:
1 - Date: Date and time that the NPS survey was answered;
2 - Customer: The company and contact who answered;
3 - Employees: The campaign's owner(s);
4 - Rating: The rating of the NPS survey, where: 10 to 9 (Promoters), 8 to 7 (Passives), and 6 to 0 (Detractors);
5 - Feedback: The customer's comment;
6 - Tags: What tags (topics) were rated by the customer;
7 - Source: The IP address from where the survey was submitted;
8 - Reviewed: If the survey was reviewed already;
9 - Download CSV: By clicking on this button, you can download a CSV with the results displayed.
Below is shown the total result of the campaign(s), where it is possible to identify the promoters for referral opportunities and to know where to focus to keep client retention high.
In this example, 110 customers answered the NPS survey. Among them: 97% are promoters, 6% are passives and 7% are detractors.
The NPS result is 81.82%. (Promoters - Detractors / Total of surveys).
Save Filter / Schedule
By default, this report is generated with the timeframe set to "Rolling 30 days". To customize the default view accordingly to your needs, after applying the selected filters, click the "Save Filter/Schedule" button at the right corner of the screen:
Crewhu's reports give you also the possibility to schedule reports, so you and your employees can receive them by email in a preset timeframe. In order to do it, click on the Save Filter / Schedule button.
On the page that pops us, you'll have the following options:
1 - Visibility*: Select shared to have the option to add one or more recipients to receive the report by email;
2 - Description*: A brief description of the report so you can remember the difference between a filter and another;
3 - Show details?: Flag this option in order to receive details, such as the filters used, in the report;
4 - Schedule an Email?: Flag this option to have the possibility to receive it by email and to display the options below;
5 - Send to: Select the employee(s) who will receive this report on the day set below;
6 - How often?*: Choose whether this report will be sent weekly or monthly;
7 - Weekday / Day of month: If your previous choice was weekly, in this field you will select the day of the week. But if your previous choice was monthly, in this field you will select the day of the month;
After that, click on the Save & Filter button.
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