Why Category Config
The smiley response from customers to feedback questions is a good indicator of customer satisfaction. To get more detail about customer expectation and satisfaction you can configure and use "Why" categories. The categories provide insight as to why a user has responded happy, meh, or sad. You can pinpoint the areas which need improving or rewarding within your business by enabling this feature.
[Note] To configure Why categories you need admin access. Reach out to your Press’nXPress admin user if needed.
It is possible to select up to 5 "Why categories" for a touchpoint. You can choose different Why Categories for satisfied and dissatisfied responses. You can find the option to add Why Category in Touchoint setting.
Add Why Category to a Touchpoint for Dissatisfied response (Meh and Sad)
- Go to the dashboard and select Touchpoints from the menu.
- Find an existing touchpoint from the list, click the Edit button located in Manage.
- Go to Question step
- Enable "Dissatisfied Why"
- Enter the Title that should show up to the user after they responded with yellow and red smiley buttons. e.g. "Let us know more" or What can be improved".
- Choose min three why categories from dropdowns. (Optional add 2 more why categories if needed).
- Click the Submit button to save the changes.
Add Why Category to a Touchpoint for Satisfied response (Happy)
- Go to the dashboard and select Touchpoints from the menu.
- Find an existing touchpoint from the list, click the Edit button located in Manage.
- Go to Question step
- Enable "Satisfied Why"
- Enter the Title that should show up to the user after they responded with the green button. e.g. "Let us know more" or What can be improved".
- Choose min three why categories from dropdowns. (Optional add 2 more why categories if needed).
- Click the Submit button to save the changes.
Update Why Category for a Touchpoint
- Go to the dashboard and select Touchpoints from the menu.
- Find an existing touchpoint from the list, click the Edit button located in Manage.
- Go to Question step
- If needed update the Title that should show up to the user after they responded with the green button. e.g. "Let us know more" or What can be improved".
- If needed update why categories from dropdowns. (Optional add/update 2 more why categories).
- Click the Submit button to save the changes.
Disable Why Category for a Touchpoint
- Go to the dashboard and select Touchpoints from the menu.
- Find an existing touchpoint from the list, click the Edit button located in Manage.
- Go to Question step
- Click the checkmark next to Satisfied Why or Dissatisfied to disable it for this touchpoint.
- Click the Submit button to save the changes.