'Satisfaction' report

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

It is possible in Yuki to have all customers in a portal regularly asked about their satisfaction. From the 'Satisfaction' report, a number of views are available in the Yuki accountant portal:

• Most recent results by domain
• All results
• Average per month.

When the customer (owner of the domain) is logged in, a pop-up screen appears with a question about customer satisfaction.

When the accountant owns the domain, the pop-up screen appears after switching to the user side.

If no owner is set in the domain then the satisfaction question is not sent.

The owner can indicate this satisfaction by choosing one of five smileys (score 1 - Very satisfied to score 5 - Very dissatisfied). With a score of 3 or higher, the customer can also indicate whether they would like to be contacted about this.

The satisfaction question appears once every 3 months when the owner voted “Satisfied” and once a month when the owner voted “Dissatisfied.

This functionality must be enabled and set by a user with the role 'Portal Administrator' role in the upper right corner of the accountant portal by clicking on the Settings icon.

Only a user with the 'Portal Administrator' role can view this report.

A user with the 'Portal back office' role does not have access to the 'Satisfaction' report.

ATTENTION!

In a Basic portal, the 'Satisfaction' report is not available.

From this screen, a user with the 'Portal Administrator' role can:

• add a comment on customer satisfaction

In the accountant portal, click on Management and then on Reports. 

In the now-opened screen, click on Satisfaction to view a report of the customer satisfaction of the customers in the portal.

The following screen always opens in the Most recent results by domain view:

Views

You can also indicate in this screen that one of the other views should be displayed:

• All results
  
  
  
• Average per month
  
  

Filters

Daarnaast kun je in de weergaven Meest recente resultaat per domein en Alle resultaten de getoonde gegevens filteren op de Rating score (smiley) die door de klanten is gekozen:

• Very satisfied
• Satisfied
• Not satisfied, not dissatisfied
• Dissatisfied
• Very dissatisfied.

In addition, in the Most recent results by domain and All results views, you can filter the shown data by the Rating score (smiley) chosen by the customers:

Add comment on customer satisfaction

To add a comment about the customer satisfaction of a customer, hover your mouse over line of that customer and click on the Add comment button.

The following screen is opened:

You can enter notes about the customer satisfaction score of this customer here and then save them by clicking on the Add button.