الرئيسية └Project & Timesheets └Customer ratings

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Customer ratings

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Having an automated system to gather customer feedback is crucial to save time and effort when interacting with customers. 

In this course, you'll learn to set a customer rating email by practicing. If you are stuck on a question, we recommend watching the video tutorial, but it's optional.

Start off by activating the feature. 

Use the data from https://demo.odoo.com to answer these questions. 
Did you mess up? Start over with clean data by clicking Restart on the homepage!

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1. How can you activate the "Customer Ratings" feature?
You don't need to; the feature is activated by default. From a project's settings: the feature is project-specific. From the Project app's settings. From the gear icon on the Project app dashboard.
2. What is a "Rating Email Template"?
A Rating Email Template contains a rating request automatically sent to the customer when the task reaches a specific stage. A Rating Email Template employs AI to evaluate email content and categorize messages based on sender preferences. A Rating Email Template is an encrypted email that assigns a score to the sender's writing style and rates their grammar and vocabulary. A Rating Email Template is a digital email signature that displays the sender's rating as a user or customer of a particular product or service.
3. On what element do you set a rating email template?
On tags. On stages inside a project. On each task of a project. On project cards.
4. Can you customize a rating email template?
No, it can only be sent as it is. No, you can only attach a file to it. Yes, open the template's form from the stage's settings. Yes, but only once. To change it again, create a new template.
5. Which of the following is true?
Rating email templates can only be set for one stage. Rating email templates can be set at any stage. You cannot fold a stage with a rating email template set. Rating email templates cannot be set on unfolded stages.
6. When is the rating email sent?
Once a task enters a stage with a rating email template set. Once a task leaves a stage with a rating email template set. One day after a task enters a stage with a rating email template set. One day after a task leaves a stage with a rating email template set.
7. What is mandatory for the feature to work?
An assignee to the task. A customer with an email address. A tag defined as "to be rated." A priority star.
8. What happens when a customer clicks one of the smileys? (Psst: check tasks in the "Done" stage of the "Office Design" project.)
Their degree of satisfaction is displayed on their customer profile. The selected smiley (green, orange, or red) appears on the corresponding task card. The customer name appears the same color as the selected smiley to draw more attention. If the customer is unsatisfied, their remaining tasks are prioritized until they are satisfied.
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