Delighted is an NPS tool that you would use to survey your customers. Planhat integrates with Delighted making it easy for you to export your customer data from Planhat into Delighted so that you can send NPS surveys directly to your targeted customers π.
Getting set up is quick and easy! There are detailed instructions in Planhat, which you will see if you open the integration (via the App Center). If any of the instructions are unclear or you need assistance setting this integration up please contact your CSM or reach out to support π.
Once you have set up your campaign in Delighted, and you're ready to start surveying your End Users, in Planhat you should bulk-select the End Users you want to survey, in Data Explorer or a suitable Page. You can apply filters in each of these places to make your End User selection easier.
Then, to push these end-users into Delighted, select either "Export to Delighted" or "Export to Delighted and Survey".
Export to Delighted: this option will only send the end-users into Delighted. When the End Users get surveyed is set in Delighted.
Export to Delighted and Survey: the survey rate and frequency that end-users are surveyed is a setting in Delighted (survey throttle), which Planhat cannot override unless you select "Export to Delighted and Survey". In this case, Planhat will immediately survey those End Users in that filter with the associated campaign.
How NPS Data looks in Planhat
Planhat automatically pulls in the survey results from Delighted and displays the results in several locations in Planhat:
Campaign-specific NPS lives in the NPS Module > Campaign RESULTS section
At time of writing, you should access the NPS Module in the original Planhat platform (app.planhat.com) even if you are using upgraded Planhat (ws.planhat.com) for everything else
Data Explorer
NPS model - all of your End Users' current and historical NPS scores are available here
Company model - we display a single NPS score that is calculated using the average, median or mode of the combined End User NPS scores
End User model - we display each End User's individual NPS score
π Important to note: you will need to keep exporting your End Users from Planhat to Delighted if you want to survey them - we don't automatically sync your End Users.