Usually, Customer Feedback is important for us to make an improvement for our store and our services. Customer feedback gives you insight into customer satisfaction levels. It can show how happy customers are with our products, services, and any interaction with your business. It's an important metric as it helps you address customer issues, prevent churn, and build a base of loyal customers.
Some of them do not want a printed invoice, if so the invoice can be sent via email. When sending an invoice via email, we can also ask for customer feedback on our store.
This article will explain step by step how to send transaction receipts from an outlet by email to your customer and get your customer database. With this feature, you can analyze who comes and buys a product in your shop frequently.
From here you can see direct feedback from customers in real-time because when your customer receives a receipt by email, they can immediately give feedback to you.
Step 1. Go to Sell, then Make Transaction
Notes :
Input the customer who has an email to send the receipt.
Step 2. Process Payment to Complete Transaction
Step 3. Send Invoice to Customer Email
After the transaction is done fill in the email field then send the receipt.
Step 4. Invoice was Sent to Email
Step 4. Check Inbox Mail (for Customer), then Select Rate Experience
Step 5. Fill in Shopping Experience and Comments, then Click Submit
Step 6. View Customer Comment in Contact (Comment Tab)
You can see the comment list in Contacts - Comment
[Tutorial Video] Customer Feedback
Related Articles:
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add a new salesperson, you can check this article Add New SalesPerson
If you want to create a customer group for multiple customers, you can check this article Create Customer Group
To add a member exclusive for an outlet, you can also check this article Member Exclusive for Outlet
If your customer turns out to be your supplier too, you only need to make 1 contact, you can check this article Assign Customer Contact as Supplier
