Managing Optimize Experience Features
About Optimize Experience Features
The Optimize Experience section in your Agency Settings allows you to manage various features designed to gather feedback, educate users, and provide notifications. These features are enabled by default, but you can disable any of them according to your preferences.
Accessing Optimize Experience Settings
To adjust these settings:
- Navigate to Agency Settings.
- Click on the Company section.
- Scroll down to locate the Optimize Experience options.
- Toggle each setting on or off as desired.
Understanding Each Feature
NPS Surveys
NPS Surveys are occasional pop-up surveys used to collect feedback about new features, helping improve the app's user interface and experience. These surveys are white-labeled and do not reference any underlying platform branding.
Product Guides
Product Guides are pop-up notifications that appear when new features are added to the CRM. They help users discover and engage with new functionality. Clicking on these guides provides step-by-step instructions for setting up or using the featured tools.
Daily Updates
Daily Updates are white-labeled email notifications sent to end users, alerting them to important information such as new reviews. These notifications are evolving into a comprehensive daily snapshot report that will include metrics like average response time and other key performance indicators.
Beta Features
Beta Features provide early access to major upcoming enhancements across all accounts. This allows you to test and experiment with new functionality before it becomes widely available to all users.