What? NPS surveys are sent to all clients at 1) the completion of the graphic design phase, and 2) when the project is launched. 

Why? NPS stands for Net Promoter Score, which is a very important factor for Vision to determine our success in terms of client satisfaction. Sending this survey at the completion of the graphic design phase helps us determine the areas we need to improve for the remainder of the project. 

When? At the completion of the graphic design phase; meaning all designs have been approved

1) Use the"Send Graphic Design Client Satisfaction Survey" task, part of the project template in the Graphic Design phase.

2) Copy + paste the email address in the Permalink of this task into the bcc field of a new email.

Design Survey Email Template

BCC: (Wrike task Email)

SUBJECT: Project Feedback Survey (Design) – [ORG NAME]

Hi [CLIENT],

Now that we have completed the graphic design phase of your project, would you please fill out this short survey for us? Like any other deliverable, this is an important part of our process and will enable you to share your experience with Vision so far. Any feedback, complimentary or critical, is welcomed as this is an excellent way to ensure we meet your needs through the duration of your project!

You can find the survey here: https://www.surveymonkey.com/r/BP98FMY

We would appreciate it if you can submit your responses within the coming week. Thank you so much and we value your input immensely!

Sincerely,

[SIGNATURE]

3) After you write and send the email, it will be included automatically in the comment area of the Wrike task. Once it appears (this can take a few minutes), set the Wrike task status as Completed.

4) If the client has not responded within 5 business days, follow up in an email using the same Wrike email from the parent task in the bcc field and complete the first subtask called PM Follow up.

5) If the client still has not responded within 10 business days, David will call or email using the same procedure in step 4.

6) When/if the client responds, David will include the score in the custom field and attach the completed survey.