Callexa Feedback - Blog




FreshBooks Integration


In today's article, we would like to introduce our software integration partner Freshbooks.



No matter how you collect payment, FreshBooks makes it easy to stay on top of billing so you can get paid faster. Get your projects moving faster with professional-looking estimates. When you’re ready to bill, go from estimate to invoice in just two clicks. See if your invoice was viewed with a tidy invoice history. Clients slow to pay? Send reminders and add late fees so your cash flow doesn’t suffer. With the FreshBooks companion app for iOS and Android, you can send an invoice straight from your client’s office and get paid by the time you get home.

Fast & Easy Online Invoicing Software

Get organized, look professional, and get paid faster with FreshBooks. It’s easy and secure online invoicing software trusted by millions.


Effortless Expense Capture

FreshBooks makes it easy to organize your expenses securely online. Capture receipts from  anywhere, track your spending, and get reimbursed.


Hassle-Free Time Tracking Software

With FreshBooks, it’s easy to create detailed invoices from your billable hours. Simply review, send, and get paid faster.


Accept Credit Cards and Get Paid Faster

Start collecting money from the moment you sign up with FreshBooks. Clients can pay you directly from your invoice – even from their mobile device.


Our Callexa Feedback Plugin for FreshBooks

To survey your FreshBooks contacts, perform the following steps:

  1.     Use the FreshBooks.com Sub-Domain name you created in your FreshBooks account.
  2.     Make sure flag is set to authorize the connection.
  3.     Define the earliest and latest time ( in days ) a survey should take place after an invoice has been created.
  4.     Enable automation if desired and save the settings.
  5.     After this, you wil be forwarded to FreshBooks and it will be necessary to confirm the integration by loggin in to your account.
     

Callexa Feedback - New features in May



Our developers have implemented another update. With this post we want to introduce some new functions:

 

  1. Start a resurvey manually

    Sometimes customers don't understand the scale of NPS and give you a wrong evaluation. To give your customer the opportunity to correct this we have integrated a function to resurvey the customer.

    resurvey manually

    - Go to "Replies".
    - Search for the answer of the customer and click on it.
    - On the right side you can see the process.
    - Click on "Resurveying" to resurvey this customer.

    Please note: The old value will be overridden with the new survey

     
  2. Add notes

    With this function you're able to add a note

    Callexa Feedback - Add notes

    - Go to "Replies".
    - Search for the answer of the customer and click on it.
    - Click on "Add Note". A textbox will appear where you can type in your notice.
    - Click on "Add" to save your note.

     
  3. Mailchimp

    Now you have the possibility to import complete segments instead of every customer individually. This gives you the advantage to create a list of customers (segments) via Mailchimp and import it into Callexa Feedback. It becomes unnecessary to delete unwanted customers manually after you have imported them into Callexa Feedback.

    Callexa Feedback - Mailchimp

    - Go to „Surveys“.
    - Add a new survey or choose an existing survey over the button „Edit“.
    - Click on "Recipients" within the survey.
    - Choose Mailchimp on the right side and choose the segment you want to import.
    - Click on "Save" to start the import.

     
  4. Graphical presentation of the evaluation history

    We have added a graphical presentation to show the history of evaluation from one customer.

    Graphical presentation of the evaluation history

    - Go to "Replies".
    - Search for the answer of the customer and click on it.
    - On the right side you can see the line chart of the customer's evaluations.
     

Callexa Feedback - New Features


 

In our today's article we'd like to introduce our new functions to you

 

  1. Individual follow-up questions depending on evaluation of the recipient.

    This function could be used to send follow-up questions after the main survey. You can setup individual questions for every single measurement. This will help you to find out why the recipient has opted for this review.

    Callexa Feedback - Folgefragen
     
    - Go to „Surveys“. - Add a new survey or choose an existing survey over the button „Edit“.
    - At low range of the page you can personalize your survey. Please click on the tab „Follow-up Page“.
    - Activate the option „Set questions individually for each scoring“. The site view should change now and the fields for the individual follow-up questions will become visible/editable. Please fill in your individual questions
    - click on „Save“ to save your settings.

     
  2. Adding external testimonials

    With this function you can simply add testimonials from your customers which you haven't received via our tool (direct correspondence via email).

    Callexa Feedback - Externe Rezensionen

    - Go to „Testimonials“
    - Scroll to the button of the page an click on the plus sign besides of „External Testimonials“.
    - Now you can fill in the name of the recipient and his testimonial you've received. Click on „Publish“ to save the testimonial.
    - After you've published the testimonial you can find a button to delete or edit the testimonial.
    - If you want to add an another testimonial please click on the plus sign again.

     
  3. Automated reminder for unanswered surveys

    Sometimes surveys will be forgotten or ignored by customers or the will be sort out by a spamfilter. To remind your customers automatically we've added a reminder to Callexa Feedback.

    Callexa Feedback - Automatische Erinnerungen

    - Go to „Surveys“.
    - Add a new survey or choose an existing survey over the button „Edit“.
    - At low range of the page you can personalize your survey.
    - Within the tab „Survey Email“ you can find the option „Automatically send reminder“. Activate the option if you want to remind your customers automatically. Now you can setup an amount of days after they will be reminded. If you want to use an individual introduction please type it in field „Alternate Introduction“. If this field has been left empty our system will use the unchanged survey template.
    Important: We advise using this function only for surveys with acknowledged recipients, e.g. in employee surveys. A too frequent sending of emails to customers in automated surveys could otherwise be considered as bothersome.
    - Click on save to save your settings.

     
  4. Add additional questions with several choices

    If you additionally want to know how your customers have found your company/product you can simply add an additional question with different choices to your survey.

    Callexa Feedback - Zusatzfragen

    - Go to „Surveys“.
    - Add a new survey or choose an existing survey over the button „Edit“.
    - At low range of the page you can personalize your survey. Please click on the tab „Follow-up Page“.
    - At the end of the tab you can the field „Additional questions with choices“. Please fill in your additional question and add some choices. You can add one choice per line. If you want to allow multiple choice please activate the option „Allow multiple choice“.
    - Click on "save" to save your settings.

Benchmark Email Integration



In our today's edition of Callexa Feedback Integration series we want to introduce the service Benchmark Email by company Benchmark Internet Group, LLC closer.

What is Benchmark EMail?

Benchmark Email is a global leader in email marketing. Benchmark puts the online marketing tools you need right at your fingertips, allowing you to connect and engage with customers new and old at every level. Take powerful features by the dozen, sophisticated list management, hundreds of email templates, ultra-precise reports and dazzling email and video email. Now, package all that together for an extremely affordable price. Sound appealing? That's Benchmark Email.

Therefore the integration of Benchmark Email has been the next logical step for us. Due to Zapier's interface you can simply integrate Callexa Feedback to your Benchmark account.

What is Zapier?

With Zapier you can create custom integrations, automate tasks between hundreds of web applications and connect apps to safely move data from A to B. Zapier makes software integration easy. For everyone. With Zapier you can connect your application or software with hundreds of different web services in just a few minutes.

With the integration via Zapier it's possible to transfer all Benchmark newsletter subscribers to Callexa Feedback and survey them automatically. Following the successful survey, customer satisfaction is determined and evaluated with the help of NPS. After the customer has given his feedback you can publish it quickly and easily on your website to convince new customers of your service.

You can find the Callexa Feedback NPS App for Zapier / Benchmark Email here.


Run my Accounts Integration


In our today's edition of Callexa Feedback Integration series we want to introduce the service Run my Accounts by company Run my Accounts Deutschland AG closer.

Run-my-Accounts

Run my Account's goal is to automate accounting for small businesses and to greatly simplify the handling and administration of invoicing. Instead of wasting your valuable time with the acquisition of documents, processing of payments, reconciliation of bank accounts or other small tasks you can use it to analyze your numbers which results in a better decision making. With the accounting software Run my Accounts you can complete your accounting online and make it available anytime. With the accounting processes, you can streamline your workflow (capturing and scanning of documents, synchronization with bank accounts, payment preparation and execution) and minimize the workload. In addition an online controller can also coordinate and ensure a proper assignment to the corresponding clarifications and to the tax-validation and -billing. Further the company also offers the possibility of running the payroll and a tax expert with consultants from all over Germany.

The implementation of Callexa Feedback Satisfaction Surveys to Run my Accounts can be done very quick and easy by using Zapier.

What's Zapier?

With Zapier you can create custom integrations, automate tasks between hundreds of web applications and connect apps to safely move data from A to B. Zapier makes software integration easy. For everyone. With Zapier you can connect your application or software with hundreds of different web services in just a few minutes.

By adding Callexa Feedback Satisfaction surveys, Run my Accounts Users are now able to measure the satisfaction of their customers. For example, Callexa Feedback can be configured to send a survey after an arbitrary number of days to the customers after receiving an invoice from Run my Accounts. Following the successful survey, customer satisfaction is determined and evaluated with the help of NPS. After the customer has given his feedback you can publish it quickly and easily on your website to convince new customers of your service.

Here you can find the Callexa NPS App for Zapier / Run my Accounts.