Customer Service Surveys

Kyle Robinson

Modified on: Mon, 11 Jul, 2022 at 9:27 AM

Surveys can be a simple tool for great customer service. Survey integration will offer your customers a way to give valuable feedback via text or email. In addition to getting feedback, positive surveys can be sent to Google, Yelp, Facebook, etc. Increased ratings can lead to increased profits.

Beacon Software currently integrates with:

Mercury Send
OMG
Lift Marketing
Whiterail

⭐Note: Please check your motorclub contracts before enabling this feature on these accounts. Currently, Agero and Allstate do not allow surveys to be sent on their calls.

Setup

Access Dispatch Anywhere Settings and login with your company administrative credentials.

Start by clicking on the Divisions section. Access the Division section and choose the first division. On the Surveys tab choose the correct provider. You will be prompted to enter a username or username and password. The survey company will provide these credentials.

After setting up the login credentials we need to access the Accounts section and turn on surveys for each account separately. This will give you control over which accounts receive a survey when the call is finished.

In the Accounts section, choose the correct account. On the General tab there will be a section for Towstatus End Customer Notifications. Select the last checkbox to turn surveys on for this account.