trustMinder - NPA
Solutions for the NPA-trustMinder integration
Overall Process The NPA tool and trustMinder can be used together to gather feedback from NPA touchpoints. The overall process is as follows: A t...
Wed, 6 Jan, 2021 at 12:11 PM
You can create a new NPA touchpoint from source (Follow the steps in Section 1) and then replicate it (Section 2) or if you have existing touchpoints you ca...
Tue, 3 Nov, 2020 at 5:42 PM
The upload of records to the _TM TP will occur automatically because records from the source file of the original TP created in Section 1 of this solution...
Tue, 3 Nov, 2020 at 5:41 PM
TABLE OF CONTENTS Quick Setup Video Steps Required Prior to using the NPA Wizard on trustMinder Step by Step Guide to Setting up the touchpoint on trust...
Mon, 14 Dec, 2020 at 3:26 PM
The default NPA survey has 4 questions: How likely is it that you would recommend DHL Express to a friend or colleague? Standard NPS question Ca...
Fri, 9 Oct, 2020 at 8:04 AM
SMS Template To change the default SMS Invite Click Campaigns on the left-hand menu Open the campaign manager by clicking on the campaign name/folder. ...
Fri, 9 Oct, 2020 at 8:04 AM
Click on the Contact filter on the left-hand menu Select the touchpoint name you wish to edit. The contact filter editor can be used to change The ...
Thu, 23 Jul, 2020 at 5:29 PM
The Outcome Manager is where you can change the configuration associated with the CSV files sent by trustMinder to the NPA tool. 2nd Call Queue - this get...
Thu, 23 Jul, 2020 at 5:47 PM
Once the wizard runs - the campaign is set up with values that have been presented/saved during the wizard process. You can change these if required. ...
Wed, 30 Jun, 2021 at 4:08 PM
How can you confirm records (contacts) have been sent to trustMinder? Go to the touchpoint master screen and click on the history for the _TM of that to...
Thu, 29 Apr, 2021 at 11:31 AM