| Email template | Following up on your feedback | Sent to the customer after someone has called them about a low score and agreed what happens next. |
| Email template | Monthly NPS summary | The summary someone asks for from the Survey results page. |
| Email template | Thanks for your feedback | Sent to the customer after they answer the survey (when they gave an email address). |
| Data table | Survey responses | Every customer satisfaction response: the 1-5 rating, the 0-10 likelihood to recommend, the NPS category and points (+100 promoter, 0 passive, -100 detractor: their average is the NPS), the experience score and the follow-up status. |
| Decision table | NPS category and follow-up | 5 rules — Turns the 0-10 likelihood to recommend and the 1-5 overall rating into the NPS category, its points, and whether (and how fast) someone follows up. Change the thresholds or the follow-up hours here; the workflow reads the outputs. |
| Retention policy | Survey responses: 24 months | Survey answers name the customer: purge response rows 24 months after they were created. Apply it to the Survey responses table after install. |
| Report | NPS points by product area | Average NPS points per product area from the survey runs (workflow variables): above 0 means more promoters than detractors. |
| Report | Open detractor follow-ups | Follow-up calls for low scores that are not closed yet, with their due dates (the Survey response workflow's tasks). |
| Report | Survey responses by month | Responses and average rating per month from the survey runs (workflow variables). |
| Form control | Chart | Bar, line, area, pie or doughnut chart of static data, another field's rows, lookup results or a saved report. Keyboard-navigable points, a data table view, and optional point selection. |
| Form control | Info card | A callout or key / value card: an info, success, warning, error or neutral message that can show up to six other form values ({{field1}} … {{field6}}), formatted for the reader. |
| Form control | Likert scale | Survey matrix: rate several statements on one scale (agree / disagree, satisfaction, frequency or your own labels), with optional N/A. A matrix on wide screens, one card per statement on phones. |
| Form control | Rating | Star, heart or circle rating from 1 to 10 with optional labels (Poor … Excellent). Mouse, touch and keyboard. |
| Form control | Rich text | A rich-text editor with bold, italic, underline, headings, lists, quotes and links, a character counter and strict sanitising of everything typed, pasted or dropped. |
| Form control | Saved report | Shows a saved report as a sortable, paginated table or a chart, run with the permissions of the person filling in the form. Optionally pick a row as the field's value. |
| Form control | Slider | A range slider for numbers (0 to 100, $0 to $5,000, 1 to 10) with a value bubble, mark labels such as Low / Medium / High and an optional box for exact entry. |
| Form | Customer satisfaction survey | The customer survey page: a 1-5 star rating, how likely they are to recommend you (0-10), a Likert matrix on the experience and a comment. Each answer starts the Survey response workflow. |
| Form | Survey results | The internal results page: NPS trend and category split from the Survey responses table, NPS by product area and the open follow-ups from saved reports, and a button that emails a month's summary. |
| Workflow | Monthly NPS summary | 9 steps — From the Survey results page: counts promoters, passives and detractors for a month in the Survey responses table, works out the NPS and emails it to whoever asked. |
| Workflow | Survey response | 15 steps — A customer answers the survey: the response is classified as promoter, passive or detractor by a decision table, saved, and low scores get a follow-up call with an SLA. |