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You have a unique opportunity whenever a customer is making a register purchase in your store: They are yours for a precious few seconds while checking out. Take advantage of that time to poll your customers for valuable marketing information, like what between choices A or B would make their shopping experience better? What's something we don't carry that you wish we would? What choice between A or B would make the store a better shopping environment? Just a quick question asked to all your customers throughout a few days can get you some priceless feedback. Here's how you can do that in your system.

Please Note: This feature is available as part of the Marketing Package.

Configure Your Purchase Surveys

You have several options for configuring how your surveys will work. To begin, click on the Admin button with your username in the upper right and go to Settings > Marketing > Purchase Surveys.

1. On / Off Toggle - Turn the feature on here.
2. Require Answer - If you frequently have long lines at the Register, un-checking this option will make the survey easy for the sales clerks to skip when they are pressed for time.
3. Allow Custom Answers - While it is very good to offer two or three choices to make these questions easy for your customers, sometimes they may have excellent feedback that isn't among the choices, so we recommend keeping this option open for your sales clerks. This is what it looks like in the Register:

4. Require Customer - While most might want to make this anonymous, you can check this box to require a customer on the transaction in order to do the survey. Transactions that do not have a customer will not offer the survey at all, and this setting will not force the sales clerk to add a customer (you can require customers on your register transactions under Settings > POS Settings > General).
5. Add Question - You can add as many survey questions as you like. It is highly recommended that you don't re-use old ones by just changing the text, as the system tracks each answer given and changing the Q&A will include those earlier results. Use this button to always start a new question whenever needed.
6. Edit - You can adjust any Survey Question you've created, but we strongly recommend not substantively changing them (e.g. adding additional answers, changing previous ones) and mainly using this to fix typos or improve language.
7. Active Question - You can click an Activate button to make a question the Active one (you can only have one active at a time), or if you click the Active button on the active question, it will deactivate it and you will not have any active questions at that point.
8. Expand / Collapse Question - For questions in your list that are not active, by default they will be in a collapsed view that shows only the question. You can click the arrow to expand the question so you can see the answers.
9. View Report - Click this button to open the Purchase Surveys Report in a new browser window, full details below.

Purchase Surveys Report

This report is available under the Reports menu in the Marketing section, as well as from the settings page above.

You can filter your Purchase Survey results by Location, Sales Clerk, Till, and Date Range, as needed. For the data in the report, by default it will load the Active question and all responses, giving percentages in the donut chart and listing data for each response. You can see Customers that gave responses, click Transaction IDs to view the original transactions, and any Custom Responses are listed at the bottom. Click the Change Selected Question button to see response data for a different question. You are able to Export the data in view in a CSV spreadsheet file download, or Print what is in view, if needed.