Integrate Delighted with Freshbooks
Delighted is a service that employs single question surveys to provide businesses with real-time customer feedback. Each survey question can have a rating scale for customers to select from as well as a section where customers have the option to leave a free-form comment. This provides both a numerical score - that can be collected to create a Net Promoter Score (NPS) - and useful customer feedback that Delighted can filter and search to retrieve the most useful responses for a given purpose.
Freshbooks is a cloud-based accounting software that is specifically designed for small businesses and self-employed professionals with hourly rates. It handles most of the busywork associated with charging clients and collecting money using tools that track work time, send invoices, and process credit card payments. It can also use the data associated with these processes to generate reports that give you a better understanding of your company’s profits.
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Delighted's End Points
Create a survey recipient, including their customer ID, email address and phone number. Then, you can customize your survey delays based on your customers’ needs and preferences, specifying how you want the surveys sent - via SMS or email - and how frequently you want them sent.
Retrieve data from customer responses, including the score they selected, any comments they left in response to the survey and the person ID for the customer (which allows you to continue to track their responses). Additionally, use this data to create and update your Net Promoter Score, which can help provide customer analytics both within Delighted and in other data sources via integration.
View important metrics for your account like your NPS and the percentage of your respondents that identified as promoters, passives, or detractors. This provides a broader view of your survey performance that can help you determine your overall business performance.
When someone unsubscribes, you can maintain their previous survey response data and view their old emails. When integrated with other user data, this information can provide key business insights. It can also be used to run an array of business analyses, including predictive analytics.
Freshbooks's End Points
Retrieve basic information about your clients, including name, email address, phone number, and client ID. You can also use this field to monitor a client’s financial relationship with your company by tracking specific parameters such as their transactions, total balance, and recent activity.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.