Please note your webhook email address. This is the email you should BCC when you are sending an email to your clients thanking them for their business or sending an invoice. If you BCC your webhook email address, our system will create a survey to be sent to the First recipient listed in the email.

1) Sending Option
When sending a webhook survey, you have 2 options on how you would like this sent out:

• Automatic - our survey tool has a service that runs every hour on the hour to pick up and send surveys to your clients. This means when you send that transaction email, our system will detect that email was sent and it will wait until the next hour for the service to run and send the survey. Example: if you sent the transaction email out at 10:15 am, then the survey would go out at 11am.
• Manual - instead of sending surveys automatically, you can choose to send your surveys out manually with a click of a button. When you send that initial transaction email, we will pick up that email and display  in your queue:

To send the survey, all you will need to do is click the checkbox next to proper email and then click the Send Survey button

2) Reminder
When we send a webhook survey, we know if they have responded to the webhook survey or not. If your customer did not respond to the survey on the first attempt, then you can send a reminder email 1 day after or 5 days after the initial one was sent. This is the last opportunity for them to rate the survey and we will not send any more reminders after this point. If you do not want to send a reminder email, simply set this option to none.

3) Auto Approval Score
This ties back to the premise of posting reviews to your public profile: https://bizratings.uservoice.com/knowledgebase/articles/806763

What this setting does is set the minimum score that you would like reviews to automatically post on your profile. You can set your own minimum threshold so feel free to adjust as needed or set it to manual where no reviews will be posted publically until you go into your review dashboard to approve them.

4) Low Score Alert Threshold
One of our main goals is to notify you whenever you receive a negative review. This option allows you to set your low score threshold and any survey score that has this value or anything below will trigger an email notification that is immediately sent to you. This way, you're completely aware when your customers are unhappy and you can make things right while you still have a chance.

5) Notification Email Recipients
This is basically a list of email addresses that you would like us to send these low score notifications or daily notifications to. Typically, companies put their admin staff or customer relations staff on these notifications so they can call the client shortly after receiving the low score emails.

6) Daily Digest Email
Once a day, you will receive a notification that tells you how many surveys you sent, how many responses you received, and what your average score was. You have the option to turn this notification on or off.

7) Frequency
This setting is meant to prevent sending too many surveys to the same contact. If you have a customer that might receive a lot of surveys, simply come here and set this feature to:


By default, we set this to Unlimited but most of our customers go with sending a once a week format based on how frequent they interact with the contact.8) Email Subject of Surveys