Review Requests & NPS

NPS Surveys

Measure customer satisfaction and route unhappy customers to a private conversation.

What NPS Measures

Net Promoter Score asks one question — how likely someone is to recommend you — on a 0–10 scale. Scores of 9–10 are promoters, 7–8 passives, 0–6 detractors. Your NPS is the percentage of promoters minus the percentage of detractors.

Sending a Survey

Send one from any contact profile, or automatically after an order is delivered via CRM Settings > Automation.

Comments

After scoring, customers can leave an optional comment on the thank-you page. Those comments land on the contact's timeline alongside their orders and reviews.

Seeing the Results

  • A score tile on the dashboard
  • A trend chart on the NPS page showing movement over time
  • Individual responses on each contact's profile

Pairing NPS With Review Requests

The most effective setup is to survey first, then ask only promoters for a public review, while detractors get a private follow-up from your team. Turn on the promoter-only control in automation settings.

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