Knowledge Base

Retail Express

Create Customer Surveys

With Retail Express, you can easily create, customize, and manage surveys to collect feedback, helping you improve your services, enhance customer satisfaction, and make data-driven decisions. This article guides you through the process of setting up customer surveys and leveraging the insights they provide.

Using customer surveys allows you to capture information on your customers for future targeted marketing and analysis. For example:

Capturing birthday months for monthly targeted promotional campaigns
Demographics for analysis e.g. gender, age, location
Subscription to different groups e.g. VIP nights, promotions, new product releases

Up to 12 survey questions/segments can be viewed within POS, with an unlimited number of answers.

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Create a Survey

To create a survey:

Navigate to Settings > POS Settings > Survey Settings
Enter your first question/categorisation into the Segment group e.g. Birthday Month
Do not tick the Segment Status to activate the survey (you should only activate the Survey after you've entered all the Segment Option responses)
Click Insert
The Segment will be added to the table at the bottom of the page
Tip: To edit the Segment Group click the Segment Name in the table, update the details in the table at the top and click Update.

Create Survey options

Click Create Option button at the bottom of the page
Select the Segment from the drop-down box
Tip: Inactive Segments appear after all Active segments.
Enter the results for the survey into the Segment Option field
Click Save Changes
Click Create Option and repeat the steps for any additional survey responses
Tip: To edit the Segment Options click the Segment Option name, update the details and click Save Changes.
To activate a Segment click the Segment Group in the list
Tick Segment Status
Click Update

Activate Survey

Once you have created Survey Options below activate the Survey:

Click the Survey Name in the table
Tick Segment Status
Click Update