After installing the Customer Satisfaction add-on, open its settings page to adjust the add-on configuration.

You can use the Settings button in the add-on details pop-up in the My Apps section:

To set up the Customer Satisfaction add-on, you need to configure:

General Options

In this section of the add-on settings page, you can set up the general add-on behavior.

  • Action to send email: Select whether an email with a request for feedback should be sent automatically by the system when an order receives a defined payment or shipping status.

  • Choose payment/shipping status triggering feedback request: The name of the setting will depend on the trigger you've chosen for the "Action to send email" setting. Select either payment or shipping status that implies sending an email with a feedback request.

  • Delay in days: Define when to send a feedback request. If you want to email the survey the same day the order obtained the specified payment or shipping status, set the setting value to 0 (zero).

  • Excellent/no-questions-asked rating: Specify the rating (from 1 to 5, where 5 is an excellent rate) that a survey should not follow.

  • Facebook fan page URL: Specify your store's Facebook fan page URL if applicable.

Feedback Survey Top Text

This section of the add-on settings page defines the text welcoming a customer to answer a feedback survey.

Decide whether you need to change the landing page text suggested by default for the "Awful/Bad/Fair/Good/Excellent" rates. This text welcomes customers on a post-feedback survey page.

landing-page-text.png

Feedback Questions Setup

Once you have configured the basic add-on setup, proceed to the Feedback Questions page (Orders -> Feedback Questions) to configure the questions that a customer will see as a follow-up survey.

540-feedback-questions.png

Here you can:

  • reorder the existing questions by drag-n-dropping them;

  • delete questions completely.

Also, you can add new questions if necessary. Use the New question button for the purpose:

new-question.png

Don't forget to save changes when you complete the configuration.

Read on:

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