# Instant Feedback at POS

YouTube: [Instant Feedback at POS](https://youtu.be/Nm8VznBNH5g?si=aiWO3O0G-Eycv0rj)

## 🛠️ 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 🧾.

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### 🚪 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.

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### 🧩 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”**.

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### 🏗️ 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 📱.

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### 🧾 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.

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### 📊 Customer Feedback Report Review

* Locate the **"Customer Feedback Report"** 📈.
* Review existing feedback and make necessary adjustments or enhancements based on past customer input.

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### 📝 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.🌐

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### 🔑 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** 😊.


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