Create a Guest Feedback Questionnaire

Modified on Mon, 3 Aug at 10:57 AM

Guest Feedback Questionnaires allow guests to rate their experience after their visit. Responses can be automatically emailed to guests and analysed within HART Cloud to help monitor guest satisfaction and service quality. At the end of this article you will be able to;


  • Create a questionnaire
  • Configure notification emails
  • Create questionnaire questions
  • Configure guest and internal email templates
  • Analyse guest feedback


Before setting this up please contact the HART Support to discuss using this feature.


Create the Questionnaire Configuration


In the cloud Navigate to: Quality > Feedback> Questionnaire


 



Click > Add New Record 


Field Description Example 
BookingSelect the booking typeRoom = Hotel Bookings, Tables = Restaurant Bookings 
Name Free type the name of the questionnaireGuest Stay Survey 
Email Subject Subject line to guests We'd Love Your Feedback 
UnitIf you are not using units, leave blank-
SendNumber of days after guest departure1
Stars Rating Scale (5 recommended)
TemplateLeave Blank -
IR% (Instant Reply Threshold)This allows low-scoring feedback to be identified and actioned promptly. For entering 50% will send an Instant Reply email when the guest's average rating is 50% or below.50%
TA%: (Target Achieved Threshold)Target rating outcome 90%
RemarksEnables guests comments



Click Save Changes!


We Recommend: 

  • 5-start ratings
  • Sending the questionnaire 1 day after departure 
  • Setting IR% to 50% 


Next with the questionnaire highlighted in the top window, under the email tab click Add New Record.


 

 

Enter each email address that should receive notifications when a guest sends feedback.

 

Click Add New Record button for each entry.


Choose one of the following notification types from the dropdown list. 


Everything Receives every notification and the scorecard 
Feedback Submitted Receives feedback submissions only 
ScorecardReceives the daily summary only 


Tip: Add more than one recipient to ensure feedback is always monitored!


IR Emails Tab.


Click Add New Record - type the internal emails that you wish to that will receive the IR emails (see IR%) above, Save changes! Repeat for each email address added. 



Creating Questions 



Quality > Feedback > Questions  


Select the questionnaire name from the drop down in the select questionnaire field.



Press the Add a new Record button and Add; 

OrderThe order at which the questions are displayed on the feedback form.
Question Free type the questions as you wish them to appear in the feedback form.
TypeEach question can be one of the following types:
  • Rating - rating out of 5, from very bad to very good. 
  • Drop Down List 
  • Yes/No


 

The drop down 'list' is created in the details tab section at the bottom. Ensure you have the question highlighted in the top window.


 

Yes/No Option: This option creates questions that can be answered with a Yes or No answer, e.g. Would you recommend the property to a friend/colleague? 


Ensure you have the question highlighted in the top window and under the details tab add Yes and No

 



Remember to save your changes once this has all been done.


Create the Guest feedback template.

 

Navigate to Hotel > Templates > Feedback


Please note this is the one the guest receives and uses the below tags 

 

$$Surname$$ or $$FirstName$$ 

(Despite being different, on this occasion they both produce the title and surname of the customer) 


Please note as this information comes from the PMS, it is important to make sure that the Title is a compulsory field on the guest profile. 

 

A specific tag, named $$Link$$  automatically produces the link to the feedback form.

 

Create the Internal emails


Navigate to Configuration->Templates->Feedback Return Email.


The available Smart tags are;

$$Name$$
Title & Surname
$$Arrival$$
Arrival Date
$$Rating$$
Overall Rating %
$$Notes$$Guest comments 
$$Link$$A link to the full feedback form to view



Additional tags for internal emails


All the people who are added in the emails section and have ‘Everything’ or ‘Scorecard’ Notification can receive one email per day summarising all the feedback submitted in the last 24 hours (regardless of the visit date).  


This template is created under Configuration >Templates, please select one of the Customisable Templates and rename this Feedback Template. 


The available smart tags are: 


$$HotelName$$
Hotel Name
$$Date$$
Date
$$Forms$$Number of Feedbacks Submitted 
$$Rating$$Average Rating for the Day
$$Week$$
Weekly Average Rating
$$Month$$Monthly Average Rating
$$Remarks$$
Guest Remarks


To Note: 

The weekly and monthly average ratings start on a Monday. 

 

Analysis the Feedback 


There are two options to analyse feedback. Navigate to Quality > Feedback > Analysis.



Analysis: This shows a graph displaying the ratings per day as well as the average per questionnaire (in case you have more than one questionnaire).

Period Select the dates you want to see 
SubmissionTick if the analysis is required by submission date, if this is left unticked the analysis will be by visit date. 
FormChoose the questionnaire you would like to analyse. 


Once the Show button  is pressed, a graph is produced; 

  • Hover over points to see exact ratings.
  • Hide questionnaires by clicking the legend.
  • Compare multiple questionnaires on one graph.


Quality > Feedback > Ratings 



This shows the individual feedback forms 

 


View the details of the ratings: By clicking on the arrow next to the booking ID, all the ratings given by the customer are displayed. Clicking on the arrow again closes the detailed ratings.


You can also use the filter Icons to filter certain details, for example: clicking the filter of the Rate field allows you to specify numeric fields,  if we wanted to see the ratings that are below 60%.




Docket: Clicking on the Docket button produces the actual bill of the person who submitted the feedback. 

The close button returns to the data grid.


Troubleshooting


ProblemPossible CauseSolution
No emails sentTemplate missingConfigure Feedback Template
Instant Reply not receivedIR% too low/highReview threshold
Guest received no surveySend period incorrectCheck questionnaire settings
Questionnaire missingWrong booking typeCheck Booking field


 


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