Spotler Feedback provides top-notch customer feedback insights, reports, and useful tools to enhance customer relations. At first glance, our platform might seem complex, but let's break it down step by step to help you understand how everything works and where to find each feature!
Tool Access and Contract Conditions
Please keep in mind that tool availability is subject to the terms of your contract (some of these tools are add-ons). Not all tools are accessible to all users; availability depends on the user type.
The Home page is where you will find the newest articles about Insocial and its features as well as useful tips and tricks. Feel free to click around and explore all the benefits of our platform.
The Inbox collects all your survey responses. Use the filter options on the left to find specific responses. You can also label responses using tags, mark favorites, archive, and permanently delete responses, just like in your email.
Filters
Use the filters on the left-hand side of the screen to display responses that meet certain conditions. This helps understanding the opinions respondents have provided based on your filter criteria.
Details
Click on a response to view all details (such as metadata and data & status) and see the available actions (such as archive, favorite or delete).
The reporting tab provides a quick overview of all your reports, along with visually appealing dashboards. Lets break down all the report types:
- Standard reporting: In the standard reporting tab, you will find all automatically generated reports. Please note that these reports are accessible to all users.
Customized reporting: This tab displays all customized reports. Once again, all these reports are accessible to all users. For example: Once you change the layout of a chart or add an extra chart, the standard report will be moved to the customized reports section.
Help needed?
Note that Spotler FeedbackPro can create customized reports for you, but this service comes with additional costs.
- Private reporting: In the private reporting tab you will find all the edited reports. Users can individually make changes to these reports and save them to their own accounts. However, these reports are not accessible to other users.
The Settings page is where you manage users, environments, use the data retention manager, set up closed loop feedback, configure ruling, and create invitation templates. Below, we will list and discuss every item under the settings tab and talk about its feature as well as what to look out for.
- Closed-loop feedback: Is the practice of responding to a customer's survey feedback in order to understand their feedback better, resolve their pain point, or let them know that their insights will be used to make improvements to your product, service, or customer experience strategy.
- Ruling: Setting up general rules or survey specific rules. Learn more about this in the article: Ruling.
- Invites & templates: Via invite templates you are able to create a template for your emails. This way you can style your email according to your brand style and much more.
- Environments: Select the correct work environment here.
- User management: Create new users and manage their roles.