Welcome to AskNicely! If you’re just joining us, you’re probably excited to reach out to your customers and bring in all that feedback you've been waiting for - let us make some recommendations to get you off on the right start. 

We find that working through this sequence makes for the most smooth activation process. A more in-depth walkthrough for setting up AskNicely can be found in our "Start To Finish: Establish a Baseline NPS" Admin guide.


1. Bring in People Data

Configure your integration or upload your CSV, and make sure your customer data looks the way you want it to and shows you the information you need. 

2. Users

AskNicely works best when your whole team uses it, so make sure to add the others who might be helping you to keep on top of your feedback. There are several options for users: Admin, User, and Read Only.

3. Email Domain

Add your email domain so your surveys and communications come from an address in your domain instead of an AskNicely domain. This will brand the surveys with your domain which helps increase your response rate by helping ensure your surveys are not marked as spam or junk.   

4. Survey

Configure your survey so it looks and reads the way you want before you send it to your customers.

5. Testing Surveys

Send a few test surveys to make sure they look and function as intended.

6. Scheduling Surveys

Schedule your surveys to go out regularly and a steady rate so you can reply to and make use of feedback as it comes in.

Cleared for Launch

Once you’ve completed steps 1-6, you’ll have customer feedback in no time!

If you would like a more granular breakdown of these 6 steps, please check out our Admin guide. And, as always, if you have any questions, please feel free to click the help button in the bottom right hand corner to chat with our friendly Support team. 

Version 2.0.0

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