Customer Satisfaction Score (CSAT) for Outlook
Empower your Outlook with Nicereply. In this article you can find out everything important about the Nicereply integration.
You can either follow the integration video manual or follow the written documentation below the video.
Integration video manual
NOTE: every step in the article is the same for CSAT,NPS and CES.
How the integration works
The first thing you need to decide is what satisfaction metric you'd like to measure. Nicereply offers three metrics:
If you choose a CSAT survey, you can also choose the type of rating scale. See the examples below:
After you decide what metric you want to measure you need to decide which distribution option to use. You can measure customer satisfaction directly in your Outlook signature (email template). Then connect your Outlook account with Nicereply.
After you choose email template you copy Nicereply survey code and insert it into your Outlook email template. In this case a customer will be able to rate you after each interaction, because the survey will be placed in your signature.
Adding Customer Satisfaction Score to Outlook
1. Choose the CSAT metric in the “left menu” in your Nicereply account. Click on START CSAT. If you do not see the START CSAT button click on NEW SURVEY button in the top left corner of the screen. Then, Choose your primary CSAT question rating scale. Once you choose the survey rating scale it is not possible to change it later.
2. From distribution options choose EMAIL TEMPLATE.
3. In the next step click on Outlook icon.
4. Connecting Nicereply with email services such as Gmail or Outlook requires you to add each user to your Nicereply account. Click “ADD USER”.
5. In the next step add Name, Username and and Email of your new user. New users will get an automated email with login instructions from us.
6. When you are done adding new users to your Nicereply account click “CONTINUE”.
7. You're on the good way! To collect customer feedback, you need to place CSAT (smiley faces) into your signature in Outlook account.On this page choose between Smiley Faces/Button/URL link & copy (CMD+C/CTRL+C) Preview of your your chosen Survey.
8. Open your Outlook and go to File - Click on Options - then go to Mail tab - click on Signature and create New
9. In the next step name your signature and click Ok
10. Move to Edit signature part (section) and paste the CSAT preview, then click Ok and confirm setup in Nicereply
Your Outlook templates will now contain CSAT (smiley faces) and all collected ratings will be stored in Nicereply under CSAT tab.