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Boost your Customer Reviews
  • Pages
    • Get Started
    • Step by Step Guidance
    • Customer Review Tracker
    • Survey Results
    • Feedback Analyses
      • Website Embed
      • Net Promoter Score
    • Set-up
      • Company Contact Data
      • icon picker
        Customer Data Form
      • Customer Survey Form
      • Google My Business Profile
    • Templates
      • Gmail and SMS Templates
        • We value your feedback 📩
        • We value your feedback📲
      • Follow-up Templates
        • Review Reminder
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        • How can we improve?
    • Web Resources
    • Main Database
      • Customer Data
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      • Backend

Customer Data Form

Instructions:

👩 Use the Customer Data Form to initiate a review request.
📛 Enter the Customer Name as First-Last, using a “-”. (e.g. Susan-Smith)
⭐ The customer data will be added to a database and used to send email and text requests for customer reviews.
✍️ To edit the form, click “Edit Layout” at the top right above the form.
📄 To provide access to the customer data form, click “Publish Form”, then set your access permissions and share a link with office staff who will enter the customer data after the service is complete.

Add Customer Form

To edit and publish
Customer Name
Select the service used (from dropdown)
Email
Mobile Phone
Responses won't be saved because this doc is in play modeSubmit


Customer Form View

What staff will see



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