Setup Feedback Templates

YouTube: Instant Feedback at POS

Instant Feedback at POS

In this tutorial, we’ll explain how to collect and manage customer feedback through an SMS link in Logic ERP.

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Configure Feedback Templates

• Navigate to Setup Customer Database.

• Click on Setup Feedback Templates.

• Select the Feedback Type as SMS.

• Define a Template Name and enter the Feedback Text that will appear on the feedback page.

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Define Feedback Questions & Values

• Add the questions you want to ask your customers.

• Configure feedback values/options for each question as required.

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Configure SMS Link & Content

• Enter the SMS URL that will redirect customers to the feedback page.

• Define the SMS Body, including all required feedback-related details.

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Link Feedback Template with Sales Voucher

• Go to Sales Voucher Configuration.

• Open Other Settings.

• Select the Survey / Feedback Template to be sent to customers.

• Save the configuration.

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Feedback SMS Sent to Customer

• Generate and save a Sales Bill for a customer.

• An SMS with the feedback link is automatically sent to the customer.

• The customer clicks the link and is redirected to the feedback page.

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Customer Submits Feedback

• The customer answers the questions and submits their feedback online.

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View Customer Feedback Reports

• Navigate to Setup Customer Database.

• Open the Customer Feedback Report.

• Review all feedback submitted by customers.

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Conclusion

This process enables you to collect structured customer feedback automatically via SMS, helping improve service quality and customer satisfaction.