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NPS Notifications

The documentation will guide you through how to build and use NPS Notification. With NPS Notifications you can build your own notifications for employees or respondents with all relevant data available.

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Add a NPS notification to your campaign

When applying a NPS Notification to a campaign go to the Campaign editor -> Settings - > NPS Notifications triggers.

CampaignEditor

NPS Criteria: Here you decide what ratings should trigger the NPS Notification.
Notification Channel: Here you choose what notification you will trigger to the recipients. Go to the next chapter to see how you build your own NPS notifications.

A webhook call is avilable as a notification channel:

Webhook call

This will trigger a post request to the URL you provide containing information about a response. Please use the test button to get an example payload send to the URL you provided.

Below is a test example on how the raw content when using the alert webhook can look like:

{
    "DoNotContact":false,
    "AgentRating":null,
    "IsPublic":false,
    "Sender":123,
    "SurveyOpenedTime":"2023-04-17T09:28:25.7821525+00:00",
    "ReminderOpenedTime":"2023-04-17T09:28:25.7821514+00:00",
    "SurveySendTime":"2023-04-17T09:28:25.7821523+00:00",
    "SurveyScheduledTime":"2023-04-17T09:28:25.7821523+00:00",
    "ReminderScheduledTime":"2023-04-17T09:28:25.7821508+00:00",
    "ReminderSendTime":"2023-04-17T09:28:25.7821508+00:00",
    "SurveyBouncedTime":"2023-04-17T09:28:25.7821524+00:00",
    "ReminderBouncedTime":"2023-04-17T09:28:25.7821513+00:00",
    "History":null,
    "OrgId":"7b923cd1-d919-4ad7-9e69-9bf13995438a",
    "Device":"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/78.0.3904.97 Safari/537.36",
    "Answer1":"",
    "Answer2":"",
    "Answer3":"",
    "Answer4":"",
    "Answer5":"",
    "MsCrmId":"Some Id for MsCrm",
    "Custom":{},
    "AllowedForPublicUse":false,
    "SurveyAnswers":null,
    "SurveyAnswersSimple":null,
    "AdminComment":"Customer happy, no action required",
    "AdminCommentBy":"Jane Doe",
    "CampaignName":"Test Campaign",
    "CampaignMemberId":56789,
    "CampaignMembershipGuid":"4e1592e6-75b7-4f9b-9bb4-798636c234fc",
    "ResponsibleEmployee":1234,
    "Category":{
        "Id":65,
        "Name":"Payment"
    },
    "Respondent":{
        "Id":1234,
        "Address1":"Nowhere 1",
        "Address2":"",
        "City":"Notown",
        "Country":"Denmark",
        "ZipCode":"1234",
        "EmailAddress":"johndoe@example.com",
        "FirstName":"John",
        "LastName":"Doe",
        "Active":true,
        "Title":"Mr.",
        "Company":{
            "Id":1234,
            "Name":"Testers Inc",
            "EmailAddress":"testersinc@example.com",
            "Industry":"",
            "Address1":"Somewhere",
            "Address2":"",
            "City":"Notown",
            "Country":"",
            "ZipCode":"1234",
            "AccountNo":"1234",
            "Segment":"",
            "PhoneNumber":"12345678",
            "PrimaryEmployee":null,
            "Managers":null
        },
        "Employee":{
            "Id":1324,
            "Email":"janedoe@example.com",
            "FirstName":"Jane",
            "LastName":"Doe",
            "Title":"Ms",
            "Department":"Acme Denmark",
            "Team":"A-team",
            "Division":"Primary",
            "PhoneNumber":"12345678",
            "Active":true,
            "ExternalId":null
        },
        "Department":"Sales",
        "PhoneNumber":"12345678",
        "ExternalId":"677777685858"
    },
    "Id":1234567,
    "Rating":7,
    "RatingTime":"2023-04-17T09:28:25.7821482+00:00",
    "Anon":false,
    "RatingBy":"John Doe",
    "UserComment":"This is a webhook, it works!",
    "UserCommentBy":"John Doe",
    "CommentTime":"2023-04-17T09:28:25.78215+00:00"
    "CampaignId":1234,
    "Closed":false
    }

Recipient Configuration: Here you choose who should receive the notification.

Below you will find an explanation of the different types of recipients:

Single e-mail (recommended)

Will send an email notification to the mail you provide.

E-mail to sender

Will send an email notification to the sender of the survey. Use this if you change sender depending on who or what triggered the survey and the notification should be returned to the same email as sender. You can add specific email sender via our API or with our respondent template as seen below.

email_sender

E mail to responsible employee for respondent

Will send an email notification to the employee who is set as the responsible for a respondent. This is only used if you knowingly have configured an employee to be responsible for a specific respondent at all times, like a key account manager. The responsible employee for a respondent will appear in the Respondent tab in nps.today on each respondent. Edit respondent

E-mail to responsible on recipient (recommended)

Will send an email notification to the responsible employee to the recipient related to the survey that is sent. The responsible employee for a recipient will appear in the campaign member table:

Campaign member tab

and the campaign member detail page:

Campaign member detail page

You can add specific responsibles via our API or with our respondent template as seen below.

email_sender

E-mail to respondent

This will send an email notification to the respondent who have given a rating within your NPS Criteria.

Notification sender

For e-mail notifications, the sender's address is determined by the type of recipient. E-mails sent to the Respondent use the sender defined in the campaign, while all other emails are sent from no-reply@npstoday.com.

Recipient Sender
Single e-mail no-reply@npstoday.com
E-mail to sender no-reply@npstoday.com
E mail to respondent owner no-reply@npstoday.com
E-mail to responsible on recipient no-reply@npstoday.com
E-mail to respondent Defined by the sender on the campaign

Create a NPS Notification

When creating you a new NPS notification go to Campiagns -> NPS Notifications -> Add NPS Notification.

Create notification

On the NPS Notification page you will see all your alvailable notifications. The "Rating Alert" notification is a standard template, that you can not change.
Note that you can clone your NPS Notifications - see screenshot below:

Clone notification

Now give the NPS Notification a prober Name, Subject, and Preview text.

You can design your NPS Notification with logo, color, bottom text, and the content. Use merge fields to put in relevant information and meta data. See here for more information on merge fields or use the merge field icon to add merge fields to your clip board:

Create notification

NPS Notification text example

Below is an example of content a NPS Notification could consist of.

A respondent answered **{RATING}** on a survey.

"{USERCOMMENT}"

**Question**
"{QUESTION_TEXT}"

**Campaign and rating time**
Campaign: {CAMPAIGN_NAME}
Rating time: {RATING_TIME} UTC

**Respondent**
Name: {FIRSTNAME} {LASTNAME}
E-mail: {EMAIL}

**Company information**
Company name: {RESPONDENT_COMPANY_NAME}
NPS Notification example

Below is an example of a NPS Notification email

Email Alert