Other questions
Thanks for reaching out and expressing your concerns, @ScottOMN and @ErikaG. I appreciate your proactive approach in seeking clarity about our survey system. I'm here to provide information about the Post-Invoice Paid Survey and Widget in QuickBooks Online (QBO).
Starting August 1, we'll gradually introduce a new survey widget feature for our QBO US and CAN customers. This feature will initially roll out to 10% of QBO users, enabling small business owners to track customer feedback. After payment of the invoice, a survey will be sent to ask if the client would like to engage with the business again.
Addressing your first concern, @ScottOMN, the customers will be asked:
- Would you work with [your company name] again?
- Which services would you be interested in next?
Regarding where the responses go, the data collected from these surveys is sent to a secure server for analysis. Intuit won't share or sell your customer's data with any third parties. We value your customer's privacy and take measures to protect their data. These responses will be used exclusively to help business owners assess whether and when there's a possibility that the customer will want to work with them again.
Additionally, the Repeat Customers widget will allow you to see the feedback from clients who have expressed interest in working with you again. You can also use this feature to generate an estimate.
Currently, there is no option to control the frequency of surveys your customers receive. However, they have the option to turn off the survey. They received an email on Thursday, July 18, informing them that this feature could be disabled before the launch date of August 8. To do this, you (including @ErikaG) can follow these steps:
- Navigate to the Gear icon and select Account and settings.
- Open the Sales tab and scroll down to find the Post-invoice survey section.
- Turn off by clicking on the toggle button, then Save.
I'm always here to help you every step of the way. Feel free to return to this thread if you have any other concerns. Have a great day!
