Source Default Category
Folders without Categories
Getting started
- How to edit your logo and header image on your public Ratecard
- How to configure your default form (logo, colors, and questions)
- How to comment on feedback you've received
- How to share a review or a testimonial via LinkedIn, Facebook and/or Twitter
- How to automatically publish feedback via LinkedIn, Facebook and/or Twitter
- How to publish your reviews and testimonials on your website
Best practices
- How to feature feedback on your company page
- How to share feedback with your colleague(s) via email
- How to deal with negative feedback
- Text vs. email: what’s the difference in open and conversion rates, and when to use it?
- How to easily ask for feedback after each call or meeting
- How to create a text template that is optimised for conversion
FAQ
On/off switch
Custom forms
- Use smart fields within your forms
- How to filter team members by department within your form
- Question type: Relationship
- Question type: Team members
- Question type: NPS (custom)
- Question type: NPS (standard)
Smart groups
- Add a contact with smart fields via Zapier
- How to add smart fields to a group
- How to add meeting parameters to a JSON request within your email body
- How to add contacts via a JSON request within your email body
- How to easily add contacts via your mobile device, calendar and/or email app(s)
- How to create, edit and delete a smart group?
Campaigns
Statistics
Integrations
- Realworks
- Does your Applicant Tracking System (ATS) integrate with Ratecard?
- How to customise the color and logo of the Ratecard widget for your website
- How to import a segment from Teamleader into Ratecard
- Samanage
- How to get your Bullhorn API credentials