Empress Feature: Gathering Customer Feedback via Web Form

Guides & Tutorials
1

Introduction

Welcome to the Empress guide on gathering customer feedback using a web form. This feature, Customer Feedback Configuration, is a valuable tool for businesses looking to gather insights directly from their customers. It allows you to create custom forms, manage user responses and even prompt users to submit feedback via email notifications.

Step 1: Create a Custom DocType for Feedback

First, we’re going to create a Custom DocType. This is simply a template to structure your feedback form.

  1. List the types of documents for which you want to collect ratings.
  2. In the Document Name field, enter the name of the first field “document”. This will create a Dynamic Link field.
  3. Finally, create a Rating field. If you wish, you can choose other data or select fields to capture specific rating information.

Step 2: Build a Web Form for the Feedback Form

Now that you have your DocType, let’s build a Web Form. This is the actual form that your customers will fill out. To do this, fetch all the standard fields from the Feedback DocType you just created.

Step 3: Set Up a Notification

Next, we’ll set up a Notification. This will send a link to your users, inviting them to submit a rating. You can define when this email gets sent out based on the built-in features of the Notification tool.

The link your customers will receive looks like this:

https://example.empress.com/feedback?new=1&document=Sales%20Order&document_name=

Here’s what each part means:

  • example.empress.com is the URL of your Empress account.
  • feedback is the name of the custom DocType you created for collecting feedback.
  • document=Sales%20Order& is the type of document you want feedback on.
  • document_name= will automatically fill in the name of the specific document in the Feedback form.

Step 4: Test Your Feedback System

Finally, test out your feedback system. Click on the link that was generated, fill out the Web Form, and check how it’s captured in Empress.

By following these steps, you can effectively collect and manage feedback from your users and customers. This feature not only allows you to gain valuable insights but also promote a user-centric approach, enabling you to continuously improve your business and deliver exceptional customer experiences.

For more help or information, please visit our support page or contact our customer service team. Happy feedback gathering!