Documentation: Customer Feedback Package

CREATE CUSTOM PROPERTY: NPS BUCKET

  1. In your HubSpot portal, go to your Settings by clicking on the cogwheel in the top left.
  2. On the left side, click on Properties. Then click on Create property (orange button).
  3. Set Object type to “Contact” and set Group to “Contact information”.
  4. In the Label field, put in “NPS Bucket”. You can leave Description blank. Click Next.
  5. Set the Field type to “Radio select”. Leave the Sort field as “Custom”.
  6. Add the following three options under the Label section in the Enter label field.
  7. Ensure that the Show in forms box is checked. Then click on Create.

 

Create Custom Property- NPS Bucket


 

CREATE SECOND CUSTOM PROPERTY: NPS FEEDBACK

  1. In your HubSpot portal, go to your Settings by clicking on the cogwheel in the top left.
  2. On the left side, click on Properties. Then click on Create property (orange button).
  3. Set Object type to “Contact” and set Group to “Contact information”.
  4. In the Label field, put in “NPS Feedback”.
  5. Add a description to distinguish between this property and the other. Add something, such as “Feedback explaining the reason for the NPS score they gave.” Click Next.
  6. Set the Field type to “Multi-line text”. Leave the Sort field as “Custom”.
  7. Ensure that the Show in forms box is checked. Then click on Create.

 

Create Second Custom Property- NPS Feedback


 

HOW TO USE AND EDIT NEW EMAIL TEMPLATE/MODULES

  1. Hover over the module that you would like to edit and click. Alternatively, you can also click the cube icon on the left side to access a list of modules to edit.
  2. A panel will appear on the left listing the different elements you can customize, such as images, copy, text, color and more!

 

How to Use and Edit New Email TemplateModules


 

HOW TO USE AND EDIT NEW LANDING PAGES

  1. Hover over the module that you would like to edit and click. Alternatively, you can also click the cube icon on the left side to access a list of modules to edit.
  2. A panel will appear on the left listing the different elements you can customize, such as images, copy, text, color and more!

 

Landing page edits


 

THIS IS HOW YOUR WORKFLOW SHOULD LOOK

  1. Make sure you’ve customized your new landing pages and email templates.
  2. Turn the workflow on and send your your first survey email!

 

This is How Your Workflow Should Look

 

Have additional questions? Email us at express@campaigncreators.com.