Customers are referred to the people who have used your service or product. They are referred to the people who visited your store, restaurant, bank or kiosk and did a transaction. They are people with whom you want to measure customer satisfaction level.
For Example, you are manager of McDonald’s and would like to measure the store wise customer satisfaction level. In this case, you will keep a track of the people visiting in each of your stores and at the end of their purchase, you will send a survey to them via email or SMS to know how satisfied were they in terms of various attributes. So, the people who visit you are referred as Customers
When a same customer avails your service repeatedly, we call each interaction as Transactions in our system. Hence, One customer can have more than one Transactions.
The top most section of the page displays the details of latest transaction imported in the system.
Transactions represents the total number of transactions imported in the latest batch.
New Customers represents the number of customers which are imported in the system for the first time.
Pending represents the number of transactions which are imported in the system but have not been sent any survey.
Customer Overview section displays the information about the newly added customers to the system:
Go to ‘Import contacts’ to learn more about the same.
Yes, if you are using FTP for importing and deploying survey or API, the data gets listed on the Transactions list page.
To view the details of transactions imported, click on the ‘Created’ date. It will open the page with the transaction details.
No, transactions once imported cannot be edited. You will have to delete the entire batch and re-import the transactions again.
This feature is available with the following license :