Learn more about how to collect feedback from your clients.
On this page:
The Project Portal's feedback form
The Project Portal's feedback form
The Project Portal automatically adds a feedback form once you create an invoice for your client. They can submit their feedback directly through the Portal's Feedback tab.
How to email a feedback form
Once you've created an invoice, you can email your client a feedback form to rate their overall experience, rate each product in their order, leave comments, and upload photos.
To email a feedback form to your client:
- In the project, click the Feedback tab
- Enter your email details
- Click Send
Email contacts
Sending From
Emails sent from commonsku appear to come from your contact email, but you can also send emails on your team members' behalf.
To change the "From" address:
- Click the "From" drop-down at the top of the page
-
Select the team member/email address you'd like the email to appear that it's coming from.
Sending To
The "To" field automatically populates with the invoice's billing contact's email. To add more email addresses, click into the "To" box to either:
- Choose a contact listed on the client's page
- Manually type a new email address
You can also click into the "CC" or "BCC" fields to cc/bcc a contact from your client's page.
There's no way to automatically populate your teammates' emails in the "To," "CC," or "BCC" fields. The drop-down list only shows contacts listed on the client's page.
Email options
You can check or uncheck any of the "Options" boxes to:
- BCC yourself (BCC Me)
- BCC the order rep (BCC Rep)
- BCC the client rep (BCC Client Rep)
- Request a read receipt (Request Read Receipt)
- Include a link to the project portal (Attach Portal Link)
- Include a link to the client portal (Attach Client Portal Link)
Attaching a file
To upload a file to your email:
- Click the Upload File button
- Select the file from your computer
- Click Open
Email templates
Email templates are a collection of pre-written text that you can pull into your email's message body. Your Admin can create/edit your teams' shared templates through the Admin Tab.
To use a template, you can either:
- Click the "Template" drop-down and select from the existing templates
- Click Add Template to create a new one
Subject line/Email body
The email's subject line automatically populates with "We welcome your feedback!" but can be changed at any time.
The live link for the client's feedback form automatically populates in the email body.
commonsku Tip: You can copy the feedback form's live link and send it with the client's invoice, rather than sending it as a separate email.
Feedback preview
Scroll to the bottom of the email screen to see a final preview of the feedback form.
Once your email details are complete, click Send.
Notifications
A few things happen when your client submits their feedback:
- The project's order rep receives an email notification
- The activity posts to your Company Newsfeed
- The activity posts on the client page's feed
- The feedback posts on the client page's Feedback tab
- The feedback posts on the Feedback tab in the order rep's profile
- The feedback posts in the project's Feedback tab
- The Project Portal's feedback form locks with the submitted feedback