How can I create and customize a survey?

If not done yet register your free Callexa account here. All you need is a valid email address.

When logging in for the first time you'll receive a notification „Welcome to Callexa Feedback“. Please fill in an internal name for this survey and choose the type of survey. With the type „Anonymous“ replies to this survey will be stored in no relation to the original recipient. This feature is recommended for employee attitude surveys.

Now configure the details of your survey's first step (the voting scale).

• Sender Name / Reply to

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  These fields are only relevant if you want to survey your customers by email. Use your (company) name and a valid email address in case a customer accidently uses the reply function of his email client instead of clicking the voting scale.
• Email Subject

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  These are the first words your customers will see, so chose them wisely. Try to be neither too generic, nor too fancy. Otherwise the email might be considered as spam.
• Upload Logo

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  JPEG or PNG files up to 1MB are supported and will be automatically downsized to fit the template width (600px). We recommend using your brand logo or something similar. You should not include important text in the image, as some email clients do not display images unless the recipient requests it.
• Salutation

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  Set the grade of formality here. This setting is especially relevant if you import the full name of your recipients later on. If name or salutation are unknown Callexa always defaults to the matching generic salutation "Dear Sir or Madam", "Hello" or "Hi".
• Introduction

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  Keep it short but clear enough for your customer to know why he got this email, like a recent order or inquiry.
• Brand / Product

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  NPS* surveys use a proven and predefined questioning structure. This field adjusts the middle part of this question defining what the customer is supposed to "recommend".
• Disclaimer

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  Email footer. We suggest you add some legal information about your company here, which helps making the email appear legit.

When a customer casts his vote through the voting scale a new page opens posing one of 3 followup questions depending on his ratings. Promoters (9, 10) should be asked to describe why they are satisfied. Good comments can be used as testimonials later on, using our testimonial widget. Passives (7,8) usually have small critisism, so ask them what suggestions they might have. Detractors (0-6) need the most attention and are often eager to express their problems with your service or product.

Another great way to get more detailed feedback is using tags. Adding a tag to your survey means the customers are asked to rate this aspect on a 5 star scale. Not few customer's are not willing to write comments, but still take the time to click some stars for giving a more fine grained rating what they were especially happy or unhappy about. We recommend adding no more than 5 tags which should be as short as possible, like e.g. "Shipping Time", "Customer Service" or "Product Quality".

Last but not least a (multiple or single) choiche question can be added to the form.

Customer's who filled the 2nd step form will be redirected to this thank you message, which is fully customizable. You can add information on ways to contact your customer service or even add a coupon code. If you mention a coupon in the introduction text (see step 3), it's much more likely for your customers to fill out the followup questions.

Now that your survey template is complete, you are ready to add recipients. There are many ways to start surveying, so please refer to one of our guides:

• Fully automated by using one of our integrations
• Customer induced by embedding links and widgets in your website, newsletters or other content
• Email surveys by manually adding recipients with their email address or by importing CSV files
• A customized solution using our REST API

Navigate to the "Settings" tab of your survey to see additional features available in your plan.

• Minimum Interval

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  This defaults to 26 weeks or twice a year and limits how often the same customer can be surveyed at most. For example if you're using a shop system and a customer places a new order just a few days after his last order. It can be a little annoying to be asked for feedback in such short intervals, so even if your integration or csv file submits this same customer again, Callexa will skip importing him or her again if the minimum interval has not been reached.
• Reminder Settings

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  Sending a reminder to recipients who did not cast their vote can help in getting more feedback but might also annoy the customer. So please use this feature wisely. It's especially useful for a well defined range of recipients, like staff members or dedicated subscribers.
• Anonymization

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  If enabled all ratings will be stored in no relation the original recipients, so you will not be able to determine which rate came from what recipient. Of course this also limits the range of statistical features but comes in handy in staff evaluation surveys or situations of high privacy requirements.
• Automatic Resurveying

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  If you are manually adding recipients through CSV files or email addresses with no special relation to a certain event (like a placed order or solved ticket), you might want to resurvey those recipients with the given interval. Useful for subscribers or staff members. Keep the interval as high as possible or your constant surveys might be considered as spam or at least annoying.