How to create a NPS Survey in Pendo

How to create a NPS Survey in Pendo

Overview:

Streamline your feedback collection process with a comprehensive guide on creating NPS surveys in Pendo. Optimize your workflow by implementing these surveys to gauge customer satisfaction effectively. This step-by-step guide ensures a seamless process for designing and deploying NPS surveys, empowering you to enhance efficiency and clarity in customer satisfaction management within the Pendo platform.

1. Begin by selecting the 'Behavior' option

1 Click on "Behavior"

2. Next, click on the 'NPS' sub-category.

2 Click on "NPS"

3. Proceed in choosing 'Create NPS Survey'.

3 Click on "Create NPS Survey"

4. Choose your desired type of NPS Survey.

4 Click on "Select"

5. If customizing, write your text in the provided field.

5 Click here

6. Add your or the sender's company name as required.

6 Click here

7. Choose the 'Visitor ID' as the metadata field from the drop-down menu for easier sharing.

7 Click on "-- Select Metad..."

8. Press 'Next' to continue.

8 Click on "Next"

9. Define your target audience for the survey.

9 Click on "Everyone"

10. Choose your preferred option according to your needs.

10 Click on "Everyone"

11. Click 'Next' to proceed.

11 Click on "Next"

12. Define how often the survey will be sent to users.

12 Click on "180 Days"

13. Customize the survey according to your plan.

13 Click here

14. Once you're done, click 'Save & Exit'.

14 Click on "Save & Exit"

15. Congratulations - your NPS Form has been successfully created!

15 Click here

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker