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How do I set up my NPS Workflows?
How do I set up my NPS Workflows?

A few easy steps to set up your NPS workflows, allowing you to measure your customer experience

Anika Nayar avatar
Written by Anika Nayar
Updated this week

NPS (Net Promotor Score) is the world's go-to framework for measuring customer experience and has become the most commonly used metric across the industry.

Setting up your Sourcr Net Promotor Score Workflow is easy and can be completed in just a couple of minutes, allowing you segmented, tailored reporting which offers a full overview of your customer satisfaction levels.

Customise your NPS Template

Step 1: From your dashboard, navigate to the Net Promotor Score page from the options menu on the left hand-side of your page.

Step 2: Once you're on your NPS page you will have access to various tools and options, this includes customising your NPS template. This is what the recipients will receive once they are included in a campaign.

The first step in configuring your NPS is to customise your template.

When you click on 'new workflow' you are taken to the NPS customisation page. This is what your clients and candidates will receive on your behalf and is fully customisable to reflect your brand. To change the text, images, and colours to reflect your brand message and the 'Thank you messages' the recipient receives on successful completion of the form, you will need to select the settings icon in the top right corner:

Custom Surveys

You can also create custom surveys based on the score that was rated, whether they were a promoter, a passive or a detractor. This can be done when selecting 'custom survey' at the top of the page:

Once you are happy with your changes, click 'Publish' in the top right corner.

If you have your Google My Business account connected with your Sourcr account, you can encourage promotors to leave feedback for you on Google with just a couple of clicks!

If you haven't connected your Sourcr account to your Google My Business account, you can do that easily using the article link below!

Connecting your Google My Business account to your Sourcr account helps drive stronger SEO and encourages positive Google reviews!

Setting up your NPS Campaign

For JobAdder & Bullhorn users, you can automate your NPS campaigns through our integrations, you can complete this setup by using our support article through the links below.

For all other users, you can set up your NPS Campaign via the New workflow section (Customise your NPS template step 1 & 2 above).

Taking the step to collect and measure your Net Promotor Score is a key step in growing your business and gives you an accurate insight into how your business and your consultants are perceived in the market.

For any additional support feel free to contact the Sourcr team through the chat box located in the bottom right corner of your screen and a member of the team will be in touch with you.

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