Question 1

Request Repeat Customer Feedback

Accepted Answer

To request repeat customer feedback from a customer select one of the following methods:

Manually Send New Feedback Request for Repeat Customer Feedback

Manually send a new feedback request to an existing customer in Customer FeedbackCentre to capture repeat customer feedback. This method can be used at any time, even if the repeat customer feedback threshold has not been met.

To manually send a new feedback request to an existing customer follow these steps:

Log in to your Customer Feedback Centre account.

If you have multiple locations, select the location you would like to send a new feedback request for from the Business Dashboard.

In Customer Activity go to the customer you want to request repeat customer feedback from and click the customer's name or select Manage > View Profile.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/qZwlEMYa8d/Repeating%20customer%2001.png (Repeating customer 01.png)

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In Customer Profile click Send new feedback request to send a new feedback request to the customer. A new feedback entry will be created and any activity received will be recorded.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/WGo4AwT1oU/Repeating%20customer%2002.png (Repeating customer 02.png)

Add Repeat Customers to Request Repeat Customer Feedback

To add repeat customers to request repeat customer feedback follow these steps:

Log in to your Customer Feedback Centre account.

If a repeat customer does not meet the Repeat Customer Feedback Threshold they will be identified as a Duplicate customer and will not be imported at this time. All other customers and repeat customers will be imported.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/C5eNy1Q8P3/Repeating%20customer%2003.png (Repeating customer 03.png)

If a repeat customer is imported within the Repeat Customer Feedback Threshold they will be identified as a Duplicate Customer and not imported.

A new entry is created for each repeat customer in Customer Activity. If your location is set to send requests Automatically a new feedback request will be sent or you can send a request Manually.

New entries for repeat customers added via customer list import allow requests for repeat customer feedback.

Question 2

How to reset a Password

Accepted Answer

Go to the login page

Type in your email address

Click Forgot Password

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/vBxu45hDCk/resources/IPZCPofy02/Reset%20password.png (Reset password.png)

You will receive an email, please follow the instructions in your email.

> PRO TIP

Please check your SPAM/JUNK folders for the email

Question 3

Trouble Installing the WordPress Plugin

Accepted Answer

Trouble Installing The Plugin:

If you don't want to use our plugin, or you're having trouble with the code displaying then you could have a conflicit on your website through either the WordPress theme, another plugin, or the hosting environment interfering when the page is loaded. That will need to be investigated by the developer of the website or theme/plugin/hosting support.

So another option that might be worth trying is to add the embed code to the page, without using our plugin to generate a shortcode first. The new editor in WordPress allows for adding modules to a page such as "code" which can accept our embed code. However, once you put the embed code into the Code module, you'll need to take one additional step to change the module to "Preformatted". We're recorded a quick video of this method on our test site:

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