Review Requests & NPS

Surveys Pro

What Surveys Pro adds to the NPS survey you already have: more surveys and templates, your own questions with branching, CSAT and customer effort scores, comparing periods, results by survey and customer tag, CSV export of responses, and its price.

What You Already Have

Review Requests & NPS Automation (included on Scale, Agency and Enterprise, or an add-on on Growth) gives you one survey, Post-purchase NPS:

  • Sent after an order is delivered, or from a contact
  • A 0–10 score and a “why?” question
  • Your logo, colours and reply-to address
  • Score, trend, response rate and locations, for any period

You can change its name, subject, message, timing and whether it's on.

What Surveys Pro Adds

  • Unlimited surveys, from a template library: post-purchase NPS, relationship NPS, satisfaction after a visit, customer effort, product feedback, or blank
  • Your own questions, with branching by score: ask detractors one thing and promoters another
  • CSAT and customer effort surveys, each with its own results
  • Choose which survey to send, and whether it goes out after orders or only when you send it
  • Every answer to every question in Results
  • The change since the previous period for your score and response rate. This month is compared with last month up to the same day, last month with the month before, and your own dates with the same number of days just before them
  • Results by survey and by customer tag, using the tags on your contacts. A customer with two tags counts towards both
  • CSV export of the responses in the period, with each follow-up answer in its own column. Up to 10,000 responses at a time

Price

Surveys Pro is US$49 a month (US$41 a month billed annually), or A$65 (A$55 annually). It's included on Enterprise, and can be added to Growth, Scale or Agency.

It includes Review Requests & NPS Automation, so on Growth it replaces that add-on rather than adding to it. Add it from Surveys > New survey; it's added to your subscription and billed prorated. Only the account owner can add or remove it.

Removing It

Go to Surveys > Manage Surveys Pro. Nothing is deleted: your extra surveys stop sending and show Not sending: this survey needs Surveys Pro, their results stay readable, and you can still pause or delete them.

  • On Scale or Agency, Review Requests & NPS Automation comes with your plan, so your default Post-purchase NPS survey and review requests carry on.
  • On Growth, Surveys Pro was what included them. Choose Switch back to keep them, which puts the Review Requests & NPS Automation add-on back on your plan in the same change. Removing Surveys Pro completely stops them too.

If you move to a plan that already includes Surveys Pro, or to one without the CRM, the add-on comes off your bill automatically, prorated. The same happens to Review Requests & NPS Automation when you move to a plan that includes it.

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