The Supademo Blog

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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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