Forms
A form collects answers but forgets who you asked last month.
Keep one list of people, ask each at the right time and send low scores to your team. Pulseri does the remembering.
A team picks a moment (a customer finishes a purchase), who to ask (paid-plan customers not asked in the last 90 days) and where (in the app or by email), then sees the question. By default, the same person is not asked twice in 90 days.
When
A customer finishes a purchaseWho
Paid customers not asked in 90 daysWhere
In your app or by emailWhat your customer sees
How likely are you to recommend us to a friend?
Not likelyVery likely
By default, will not ask the same person twice in 90 days.
Each tool does its job. The trouble starts when they must work together.
A team picks a moment (a customer finishes a purchase), who to ask (paid-plan customers not asked in the last 90 days) and where (in the app or by email), then sees the question. By default, the same person is not asked twice in 90 days.
When
A customer finishes a purchaseWho
Paid customers not asked in 90 daysWhere
In your app or by emailWhat your customer sees
How likely are you to recommend us to a friend?
Not likelyVery likely
By default, will not ask the same person twice in 90 days.
Pulseri keeps your people and what you know about them, such as plan, team or start date. Ask on a schedule or when something happens. Pulseri records who was asked and when, so nobody gets the same survey twice.
In a sheet, a low score is a number in a row. In Pulseri, it is a message to your team.
Five steps: a customer scores 3, a rule for scores of 6 or lower matches, an alert is created, a message appears in the team chat and the team can follow up. A switch shows a score of 10: no alert, and a review request goes out instead.
Emily CarterNorthwind Books
3“Exports take far too long.”
Rule
MatchesScore 6 or lower
Unhappy answer from Emily Carter
New alert#customer-feedback · Pulseri
New unhappy answer from Emily Carter at Northwind Books: 3 out of 10. Exports take far too long.
Owner: Camila Reyes
Write a rule that defines a low score. A matching answer messages your channel, and you can see whether it arrived.
Keep the old sheet as a record of past scores. New scores start the day you switch.
Try Pulseri for 14 days. Add your list, pick a question and send your first survey.
Free for 14 days. Cancel any time before it ends.