Instant Feedback at POS

YouTube: Instant Feedback at POS

🛠️ Setup Guide for Collecting Customer Feedback via SMS

This guide provides step-by-step instructions to configure your system to efficiently gather customer feedback via SMS 📩 after generating a sales bill 🧾.

---

🚪 Accessing Customer Feedback

📲 Navigate to the Main Menu

• Start by accessing the main dashboard.

• Tap the menu icon (📂) usually on the left side of the screen.

🔧 Expand the Setup Section

• Within the main menu, find the Setup option.

• Click on this option to expand and reveal more features under setup.

👥 Access the Setup Customer Database

• Scroll through the expanded setup options.

• Identify and select "Setup Customer Database" 👤 from the list.

• This action directs you to the section where you can work on customer database settings.

🧾 Locate the Feedback Template Option

• In the Setup Customer Database menu, find feedback tools.

• Click on the "Feedback Template" 📝 option to proceed.

✏️ Review and Customize the Feedback Template

• Once inside the feedback template section, take time to review the existing templates.

• Customize templates to match your specific requirements or feedback needs.

💾 Finalize and Save Changes

• After editing, save your changes 💾.

• Double-check for accuracy before exiting.

---

🧩 Feedback Page Template Definition

🏷️ Define Template Name and Text

• Navigate to the setup section.

• Enter a unique name and feedback text 🗒️.

• Choose a template type as: Survey 📊 or Ratings ⭐.

✅ You can create templates in multiple languages 🌐.

We have three different options for the feedback type, 📩But for this tutorial, select “Send as SMS”.

---

🏗️ Creating Feedback Templates

📩 Choose SMS Feedback Type

• Select the specific type of feedback you wish to send to customers via SMS.

❓ Setup Questions for Customers

• Draft helpful questions to gain customer insights 🧠.

✅ Specify Feedback Values

• Clearly define the values and options for each feedback question to ensure clarity.

🔗 Define SMS URL and Body

• Set up the URL and SMS body content that includes feedback details.

• Ensure it links customers directly to the correct page 📱.

---

🧾 Sale Voucher Configuration

📘 Navigate to Sale Voucher Configuration

• Conclude your setup by going to the Sale Voucher Configuration 🧾.

• This will finalize the transaction settings and ensure that the vouchers reflect the desired sale conditions.

🧾 Select the Relevant Billing Series

• Within the configurations, open the Billing series dropdown 🔽.

• Choose the most relevant billing series to ensure correct invoice processing for your clients.

⚙️ Configure Other Settings

• In the other settings menu, proceed by selecting Other Settings 1, to unlock more configuration options.

🎛️ Access Other Settings

• To further customize the template, click on the other settings options.

• This section allows you to adjust additional configurations to suit your needs.

📄 Choose the Appropriate Template Version

• Go to the survey template section, choose the required template variant.

• Select “default-2” option, the recommended version for SMS feedback that is typically sent to customers.

💾 Save the Changes

• Don’t forget to save your progress before leaving the page ✅.

• This step is crucial to avoid losing any recent updates.

---

📊 Customer Feedback Report Review

• Locate the "Customer Feedback Report" 📈.

• Review existing feedback and make necessary adjustments or enhancements based on past customer input.

---

📝 Additional Notes

🔗 SMS Integration & Feedback Link

• An SMS is automatically sent to customers after every sale.

• Ensure the SMS link is correctly directing the customer to the intended feedback page.🌐

---

🔑 Key Considerations

• 💾 Always save changes throughout the process.

By following this structured guide ensures a smooth setup for collecting customer feedback via SMS — improving engagement 💬 and customer satisfaction 😊.