To set up your account and get ready for sending NPS Invitations, there are a couple of steps that need to be followed.
Step 1:
Log into your Reveal account and go to Store Settings > NPS section > NPS:
Step 2:
As you can notice, some fields are already pre-filled with some default values, while others require your input. Next to each field there is an info icon which will provide you with a short description for each field. Please make sure you have filled in all the required fields (marked with *).
The capping section gives you the option of selecting a time frame for which, if a customer placed several orders, only one NPS invitation would be sent out.
Even though the Sending Contact Email is not a required field, we recommend you to fill it in with the email address of the person in charge of NPS invitations campaigns. An NPS email will be sent each time an NPS campaign runs (daily), so they will be able to check if there are any errors while sending NPS invitations to your customers and also check the email content sent daily. It will also allow you to perform a test.
You can add tracking (UTM) parameters to your Redirect URLs, in order to facilitate a better tracking, by pasting the URL with the parameters included within the URL fields directly. You can also set any webpage on your website (as long as Explore tracking code is installed on that page) for:
Valid NPS – Redirect URL
Consumed NPS – Redirect URL
Expired NPS – Redirect URL
The Invitation delay interval, in hours is where you should fill in after how many hours from the time the order has been delivered (that is fulfilled in Shopify, for a Shopify eCommerce) should the email invitation be sent.
Scroll down and:
select Klaviyo or SendGrid in the Sending Provider field;
select the time you’d like the emails to be sent (in the Scheduled Sending Time field).
Next, learn how to send Post-delivery NPS invitations, either via a Klaviyo flow, or via daily Klaviyo campaigns.