CX: Assigning Follow-Up Tasks


CX: Assigning Follow-Up Tasks

SURVEYMONKEY CX:SurveyMonkey CX is another SurveyMonkey product that helps increase customer loyalty. If you're interested in learning more, contact sales.

Any user on your team can be assigned a response to review and follow up with. Many customers programmatically follow up with detractors or passives to further understand why they gave a low NPS. It is also often beneficial to thank your happy customers for providing feedback even when there isn't a specific call to action. Proactively following up with dissatisfied customers is a critical step towards improving NPS.

To assign a user to follow up with a respondent, first go to the Responses tab in the survey.

Then, go to a specific response by clicking on their name, or their NPS score.

From there, click on the dropdown next under Assignee on the right side of the page:

Then, assign to anyone listed in the dropdown. You'll be able to assign anyone who is currently a user to review the response and follow up with that customer:

If you need to invite a new colleague to join your team, follow the steps to add a new user.

Once you assign a reply, the assignee will receive an email letting them know they've been assigned a new survey reply. They can click directly into the reply from this email.