How to add Feedback forms to your account

If you want to use the Online Review Series workflow or the Net Promoter Score (NPS) workflow, one of the most important things you need to do is set up the Feedback forms.

This is how you would do it:

Step 1: Prepare your Google, Yelp and Facebook review links.
screenshot1.pngStep 2: Log in to your Pathway account, go to the Settings page and click on “Add Form”
screenshot2.pngStep 3: Enter the name of the workflow and the branch (if you have multiple branches). Below the review site links, set up the Notification recipient and Activities and Abeyances according to your preferences and click Save.
screenshot3.pngStep 4: Repeat the process for the Net Promoter Score (NPS) workflow, or for a different branch - Brokerage 2.
screenshot4.pngStep 5: Go back to the Edit mode of the email and click on the Edit button (either a regular Call to Action button in Online review Series or the NPS block) and choose the feedback form that you would like to use.
screenshot5.png

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