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Product news, updates & releases
Getting started
- How to add your personal settings and notifications
- How to add your account settings and company profile
- How to authenticate your own domain
- How to add users
- How to add teams
- How to add your first group
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 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
- How to customize your email campaigns with your company logo and colors
- Add (advanced) triggers within Carerix to collect feedback on autopilot
- What smart fields can I add to my feedback campaigns?
- How to set up a continuous feedback campaign within Ratecard
- How to set up an one-time feedback campaign within Ratecard
- How to set up an event-based campaign within Ratecard
Statistics
Integrations
- How to embed Ratecard reports / dashboards into ClickUp
- How to ask for feedback after a ticket is closed via Zendesk
- How do we automagically add an event type to your event?
- Add tabs with experience data within Salesforce
- Connect your Ratecard and Calendly account
- Calendly & Ratecard: about the integration