# Setup Feedback Templates

**YouTube:** [How to Configure Instant Customer Feedback at POS?](https://www.youtube.com/watch?v=hAY61_jcBjs\&t=3s)

## How to Configure Instant Customer Feedback at POS?

This tutorial explains how to **collect customer feedback through an SMS link using the AapTak eBill feature in Logic ERP**, configure feedback templates, and review submitted responses.

***

### Create a Customer Feedback Template

First, configure a **feedback template** that will be sent to customers after billing.

**Navigation Path**

* Go to **Main Menu**
* Open the **Setup Module**
* Navigate to **Setup Customer Database**
* Click **Setup Feedback Templates**

<figure><img src="/files/jPLT2sY5juY9SoZP0sNN" alt=""><figcaption></figcaption></figure>

This will open the **Feedback Template configuration window**.

***

### Configure Feedback Template Details

Now define the basic details of the feedback form.

**Select Feedback Type**

* Choose **“Send with AapTak eBill”**

**Enter Template Information**

* Define the **Template Name**
* Select **Template Type**
  * **Rating**
  * **Survey**

<figure><img src="/files/bG0GSEFFSL0xnfhLnXFB" alt=""><figcaption></figcaption></figure>

**Define Template Content**

* Enter the **Feedback Header Message**
* Enter the **Feedback Footer Message**

<figure><img src="/files/9vXESAOaQiXIluwVsUbl" alt=""><figcaption></figcaption></figure>

***

### Enable Multi-Language Display

Logic ERP allows feedback forms to be displayed in **multiple languages**.

Enable the option:

* **Display Secondary Language**

<figure><img src="/files/5WCCM3Ic0Ad7ShJQkoOK" alt=""><figcaption></figcaption></figure>

This ensures the **feedback form can appear in another language for customer convenience**.

***

### Add Feedback Questions

Now define the questions that customers will answer.

**Steps**

* In the **Questions column**, press the **Space Key**

<figure><img src="/files/6JGzX7TVbQm8Jg8hvt6Y" alt=""><figcaption></figcaption></figure>

* Enter the **Feedback Questions**

<figure><img src="/files/BpTShgUZsioxsK0aiAVc" alt=""><figcaption></figcaption></figure>

In the **Values column**:

* Press the **Space Key**
* Review and select from the **default rating values**

<figure><img src="/files/zs5Rlcoe4eAt4tVJct7C" alt=""><figcaption></figcaption></figure>

These predefined values help customers **quickly select their response**.

***

### Select Template Design

To improve the visual experience for customers:

Choose **Design Template**

* Select **Animated Template**

<figure><img src="/files/FcI5JwEQskMPPVNsSiRs" alt=""><figcaption></figcaption></figure>

* This provides a **more engaging feedback interface** for customers.
* Click **Save** to store the template.

***

### Link the Feedback Template with AapTak eBill

Next, connect the feedback template to the billing process.

**Navigation Path**

* Open the **Billing Module**
* Go to **AapTak App Module**
* Click **AapTak App Configuration**
* Click on **AapTak eBill**

<figure><img src="/files/rDnwh49YZB1psBMnMBVg" alt=""><figcaption></figcaption></figure>

***

### Activate Template for a Bill Series

Now configure which **bill series will send feedback requests**.

**Steps**

* Select the **Bill Series**
* Press the **Space Key** in the template field
* Choose the **Feedback Template**

<figure><img src="/files/FY0S3XoHpNRdWPZTDrDU" alt=""><figcaption></figcaption></figure>

**Select Send Mode**

Choose when the feedback link should be sent:

* **New Bill**
* **Modify Bill**

<figure><img src="/files/tUncEcpEomWz1GaxspSI" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply the settings.

***

### Send Feedback Link After Billing

* Now let’s see how the feedback is sent to customers.
* Open the **Sale Bill Window**
* Create a **new sales transaction**

**After saving the Invoice:**

* An **SMS containing a feedback link** will be automatically sent to the **customer’s registered mobile number**.

***

### Customer Submits Feedback

When the customer **clicks the SMS link**:

<figure><img src="/files/1NgIFBVaGSVjBk006qEh" alt=""><figcaption></figcaption></figure>

* The **feedback form opens in their browser**

<figure><img src="/files/iejKYqbdCdzzm9bdJbbj" alt=""><figcaption></figcaption></figure>

* The customer selects the **appropriate rating or survey options.**
* Then clicks **Submit**

Once submitted:

* The feedback is **automatically recorded in the system**.

***

### View Customer Feedback Report

To review the responses submitted by customers:

**Navigation Path**

* Go to **Setup Module**
* Open **Setup Customer Database**
* Click **Customer Feedback Report**
* Create Report.

The **Customer Feedback Report** displays:

* Customer details
* Submitted feedback responses
* Ratings or survey results
* Date and time of submission

<figure><img src="/files/WwjLRyBjEEQi6QBaakmR" alt=""><figcaption></figcaption></figure>

This helps businesses **monitor customer satisfaction and improve service quality**.

***

### Conclusion

Using the **SMS-based feedback system in Logic ERP**, businesses can:

* Collect **customer feedback instantly after billing**
* Improve **customer engagement**
* Analyze **service quality and satisfaction**
* Maintain **structured feedback records**

This feature helps organizations **continuously improve customer experience**.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-customer-database/setup-feedback-templates.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
