Macorva’s Customer Experience (CX) platform makes it simple to create surveys, send them to customers, and analyze feedback to drive continuous improvement.
Below, you’ll find quick step-by-step instructions for each task. For more details, you can explore the full articles linked under each section.
Create a survey
- Go to Configure > Surveys.
- Organize surveys into Categories > Groups > Surveys for easier reporting.
- Customize your survey by editing:
- Survey name, logo, survey ID
- Email/SMS invitations and reminders
- Survey content: NPS, CSAT, attributes, dynamic questions, employee/product ratings, and open comments
- Preview changes in real time on the righthand side, including estimated completion time for the customer.
➡️ Learn more: How do I create my first survey?
Send a survey
- Go to Surveys > Send survey.
- Select the Category and Survey, then enter customer details (email or phone is required. To ensure the customer receives a survey, best practice is to enter both.)
- Optionally: insert specific employees or products into the survey, and add notes.
- For bulk sending, use the CSV template to upload customer lists.
➡️ Learn more:
- How do I send surveys to a list of customers? (Sending surveys in bulk)
- How do I send my first survey?
View results
- Check the Responses tab for individual answers and notes.
- Use the Overview tab to see NPS, CSAT, completion rates, attributes, and trends.
- Apply filters (e.g., by customer tier, product usage, or notes) for deeper insights.
- Explore results by My Team, Product, Category, or Question.
- Build custom dashboards to track metrics across time, locations, or customer groups.
➡️ Learn more:
Support
For additional help, contact your Customer Success Manager or email support@macorva.com.