Planhat has an integration with the NPS platform Satismeter. Getting set up is quick and easy.
Navigate to the App Center
Click on "+ New app" in the top right
Click the image to view it enlarged
Search for and select the Satismeter integration
Go through the instructions in grey
All you need to do to get feedback submitted by users from Satismeter is to add Planhat as a webhook in Satismeter.
- Go to Satismeter.com, login to your account and select your target project from top left corner and then go to Settings >> Integrations >> Webhooks and then in Webhooks section copy and paste the right URL from Planhat to there. Make sure "Survey completed" is checked and "Survey dismissed" is unchecked, and click Save Changes.
- If you need to pull historical NPS scores from Satismeter. Add the app, then go to Satismeter.com, login to your account and select your target project from top left corner and then go to Settings >> Integrations >> API Keys. In API Keys page copy "Project ID" and "Read key" and paste them in Planhat next to this manual you are reading, respectively. Save and then press the "Pull historical NPS scores" buttonClick "Add app", ensure the toggle switch at the top is enabled, fill in the details, and click "Save"
Bringing in NPS Scores from Satismeter
Satismeter is an in-app survey tool, so the survey is sent based on the Satismeter settings, and there is no option to survey directly from Planhat.
Planhat uses the Satismeter webhook to bring in the results from the in-app survey, which means there is no need to push contacts from Planhat into Satismeter. The End User is detected by Satismeter and then that data is sent into Planhat.
Planhat receives the email, feedback, and score. In order for the submitted score to be mapped to the right End User, there needs to be an email address associated with them.
When an End User completes the survey, Planhat automatically brings in the feedback.
Sometimes End Users do not always complete or submit the survey (for example they could exit the browser window). In that case, Satismeter waits 12 hours for them to complete the survey before bringing in the results. If the End User still hasn't completed the survey after those 12 hours, the survey will be marked as complete (even if all of the data has not been filled out) and brought into Planhat.
How NPS Data Looks in Planhat
Planhat will automatically pull in the survey results from Satismeter and display it on the End User (individual score), Company (average or median of all End user profile), and on the NPS model.
If the user submits a new score, the old score will be replaced.
For ways on how to use NPS throughout Planhat you can take a look at this article here.
If you have further questions about specifics of Satismeter.com, you can visit their help center for more information.