Customizing the Feedback Survey Builder

In this article, we'll guide you through the process of customizing your feedback survey using the Feedback Survey Builder in Pabau.

Step 1: Accessing the Feedback Survey

Step 2: Configure the Survey Page

To begin configuring your review page, follow these steps:

Click on the "Configure" button in the top right corner of the Reviews page. Alternatively, go to Setup and click on "Feedback Survey" under Marketing and Communication.

Step 3: Customize the Survey Appearance

In the builder on the left side, customize the appearance of your survey:

Select Color Scheme:

Choose the color scheme for your survey page. Opt for predefined colors or use a custom color from the color picker or input the hex or RGB code.

Preview Changes:

Preview changes in real-time, toggling between "Listing" (total review score) and "Read" (specific client review).

Logo Placement and Size:

Click on the Logo Position dropdown menu to select the logo's alignment (left, middle, or right) and use the Logo size slider to adjust its size in the Listings widget.

Display Client Name:

In the "Display client name" dropdown, choose your preferred method for how the review should be shared: with the client's full name, first name only, initials only, or entirely anonymous.

Notification Settings:

Check the notifications section to see if your email and/or SMS survey notifications are enabled or disabled. Adjust by clicking on "Change in client notifications".

Step 4: Save and Continue

This concludes the customization in the builder. If it's your first setup, click on "Next Step" in the bottom right corner and read our article on customizing the feedback survey questions.

Otherwise, click on Next Step twice to reach the third step, and click on Save Settings to apply your customized survey settings.

NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.

In addition, we suggest reading our Reviews article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.