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NPS Surveys with AnyDB

Overview​

This guide shows how to use AnyDB to run Net Promoter Score (NPS) surveys to measure customer sentiment. You’ll learn how to create surveys, collect and categorize responses, and visualize results through dashboards—giving you an actionable view into customer loyalty and feedback.

Business Problem​

Collecting and analyzing NPS feedback is often done in siloed tools or spreadsheets, making it hard to connect the data to customers, track trends over time, or act on results. Teams struggle to build a consistent loop between feedback and follow-up.

Solution Summary​

With AnyDB, you can:

  • Create branded NPS surveys using form-based templates
  • Capture both scores and open-text feedback
  • Categorize responses into Promoters, Passives, and Detractors
  • Automatically calculate NPS score and visualize changes over time
  • Link survey responses to contacts or accounts for follow-up
  • Build dashboards to track trends, sentiment, and response volume

Step-by-Step Instructions​

1. Launch an NPS Survey​

  • Use the NPS Survey template or create a new one with:
    • Rating scale (0–10)
    • Required reason for score
    • Optional suggestion/improvement field
  • Set up a form view and share it via:
    • Email campaign
    • Public link
    • Embedded widget

2. Collect Responses​

  • As responses come in, each one is stored as a data document
  • Responses are automatically categorized based on score:
    • 0–6 = Detractor
    • 7–8 = Passive
    • 9–10 = Promoter
  • Add tags, follow-up flags, or link responses to a customer record

3. Review and Visualize NPS​

  • Use the NPS Dashboard template to:
    • Track total responses and breakdown by type
    • Calculate NPS score as a live badge
    • Display trends over time

You can also:

  • Filter responses by score, sentiment, or assigned team
  • Create saved views for recent detractors or promoters

4. Take Action on Feedback​

  • Create a follow-up task directly from a survey response
  • Assign it to support, success, or product teams
  • Track outcomes using linked records or comments

Data Model & Structure​

FieldDescription
Rating (0–10)NPS score from customer
Customer TypePromoter / Passive / Detractor (auto-assigned)
FeedbackRequired reason for rating
SuggestionsOptional ideas for improvement
Contact ReferenceLink to contact or customer record
Submission DateTimestamp of response
Follow-Up StatusTrack whether follow-up is planned or completed

Reporting & Views​

Use filters and saved views to track:

  • Responses by customer type
  • Recent Detractors or Promoters
  • NPS score trends over time
  • Unfollowed-up responses

Build dashboards to visualize:

  • Overall NPS score
  • Number of responses per week/month
  • Promoter to Detractor ratio
  • Comments by keyword or theme

Sharing & Collaboration​

  • Share live NPS results with leadership or CX teams
  • Assign follow-up ownership for low scores
  • Use comments to discuss and resolve feedback internally
  • Export responses for deeper analysis if needed

Tips & Best Practices​

  • Use branding and personalized messages in your survey form
  • Link responses to customer accounts for context
  • Follow up with Detractors quickly—ideally within 24 hours
  • Highlight Promoters for testimonials or referrals
  • Combine NPS with onboarding or support satisfaction surveys

Pro Tip: Use automation (coming soon) to notify the right team based on score or comment keywords.

Who This is For​

  • Customer Success Teams – to monitor and improve customer experience
  • Marketing Teams – to track brand loyalty and messaging effectiveness
  • Product Teams – to collect feedback tied to feature usage
  • Leadership – to understand overall sentiment at a glance
  • Support Teams – to identify and follow up with dissatisfied users

Why Use AnyDB for NPS Surveys​

BenefitHow AnyDB Supports It
Custom Branded SurveysCreate beautiful NPS forms with optional branding
Categorized ResponsesAuto-tag Promoters, Passives, and Detractors
Built-In DashboardsMonitor trends and track score in real time
Data-Linked FeedbackConnect survey data to contacts and accounts
Workflow-ReadyAssign follow-ups and track resolution across teams
Fully SearchableFilter and analyze by date, keyword, or score

AnyDB turns basic NPS forms into a complete customer feedback system—making it easier to listen, act, and grow loyalty.