114 lines
3.1 KiB
ReStructuredText
114 lines
3.1 KiB
ReStructuredText
======================================
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How to gather feedback from customers?
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======================================
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Overview
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========
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As a manager, it's not always simple to follow everything your teams do.
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Having a simple customer feedback can be very interesting to evaluate
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the performances of your teams. You can very easily gather feedbacks
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from your customers using Odoo.
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An e-mail can be sent during the project to get the customer feedbacks.
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He just has to choose between 3 smileys to assess your work (Smile,
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Neutral or Sad).
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How to gather feedbacks from customers
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======================================
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Before getting started some configuration is necessary. First of all
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it's necessary to install the **Project** application. To do so simply
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go to the apps module and install it.
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.. image:: media/feedback01.png
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:align: center
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Moreover, in the same menu, you have to install the **Project Rating**
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module.
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.. image:: media/feedback02.png
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:align: center
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Next, go back into the back-end and enter the project module. Select the
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**Configuration** button and click on **Settings** in the dropdown menu. Next
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select **Allow activating customer rating on projects, at issue
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completion**. Don't forget to apply your changes.
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.. image:: media/feedback03.png
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:align: center
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How to get a Customer feedback?
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===============================
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A e-mail can be sent to the customers at each stage of the ongoing
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projects.
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First, you need to choose for which projects you want to get a feedback.
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Project configuration
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---------------------
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Go to the **Project** application, in the project settings select the
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**Customer satisfaction** option.
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.. image:: media/feedback04.png
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:align: center
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Email Template
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--------------
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Go to the stage settings (click on the gear icon on the top of the stage
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column, then select **Edit**). Choose the e-mail template that will be used.
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You can directly edit it from there.
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.. image:: media/feedback05.png
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:align: center
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Here is an email example that a customer can receive :
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.. image:: media/feedback06.png
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:align: center
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.. note::
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The customer just has to click on a smiley (Smile, Neutral or
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Sad) to assess your work. The customer can reply to the email to add
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more information. It will be added to the chatter of the task.
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Reporting
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---------
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You have a brief summary on the satisfaction in the upper right corner
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of the project.
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.. image:: media/feedback07.png
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:align: center
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How to display the ratings on your website?
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===========================================
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First of all it's necessary to install the **Website Builder** application.
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To do so simply go to the apps module and search for the website
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builder.
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.. image:: media/feedback08.png
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:align: center
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Moreover, in the same menu, you have to install the **Website Rating
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Project Issue** module.
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.. image:: media/feedback09.png
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:align: center
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Then, you will be able to publish your result on your website by
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clicking on the website button in the upper right corner and confirming
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it in the front end of the website.
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.. image:: media/feedback10.png
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:align: center
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.. seealso::
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* :doc:`claim_issue`
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* :doc:`invoicing`
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* :doc:`external`
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