Lost Process Survey
Generic: Your Feedback Is Appreciated
This survey is used as a generic Lost process survey. Dealers can use this when they do not wish to have a long process for Lost customers, but do wish to learn why they lost the opportunity with direct feedback from the customer. Short and simple is best here.
The Questions & Answers
The Escalation Rules
1. On a scale of 1-5 (5 being the best), how was your experience working with [DEALER NAME]?
Rules are based off a completed survey:
Generic Completion: (this would be a task that is sent to a manager)
Survey (Lost - Generic) Alert - A survey has been completed. Please check the results and follow up with the customer as appropriate.
The Task & Email Template
Send Email will run in 4 hour(s)
Survey Email (Lost Generic) - Lost follow up survey has been sent to your customer.
# Survey - Lost - Feedback generic
Your feedback is appreciated
[CUSTOMER FIRST NAME],
We would appreciate your feedback on your experience working with [DEALER NAME]. If you could simply click the link below to fill out a two question survey, I would greatly appreciate it. It will literally take you 30 seconds. Please feel free to respond to this email if you prefer. Thank you for your anticipated feedback.
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