Help center
Answers to common questions about InputKit.
Getting Started
Discover the basics of InputKit and learn how to set up your account successfully. This section walks you through installation, first steps, and an overview of key features.
REST API
Training and practical guides
Start-up training and practical guides to help you get started with InputKit.
FAQ
Answers to the most frequently asked questions.
Dashboard
Learn more about your dashboard.
- How does the handling time calculation work?Find out how the handling time is calculated in the InputKit platform.
- How is a metric calculated?
- How is calculate the level of satisfaction (CSAT)?
- How is calculated the Net Promotor Score (NPS)?
- What's Customer Effort Score? (CES)Explanation of what is the Customer Effort Score (CES)
Reports & Analytics
Track your team’s performance and customer satisfaction using InputKit’s dashboards and reports. Learn how to interpret your KPIs and export your data easily.
Zapier
Sequences
Learn more about sequences and discover how to modify each step of a sequence.
- Bilingual sequences and questionnairesLearn how to create bilingual sequences and questionnaires.
- Edit emailLearn how to change various aspects of the email you send to your customers.
- Edit Final MessageFind out what you can change and how to do it.
- Edit Questionnaire StepLearn how to modify the questionnaire step in a sequence.
- Edit sequence settingsFind out how to edit the sequence settings.
- Edit the online reviews step, to collect Google, Facebook and other reviewsFind out what you can change to collect reviews from Google, Facebook and other online review platforms.
- How do sequence versions work? Find out how to customize a sequence by locationFind out everything there is to know about versions in the InputKit platform.
- How to archive a sequence?Find out how to archive or unarchive a sequence on InputKit.
- How to create a sequence from A to Z?Discover the steps to create a sequence from A to Z.
- How to edit the SMS step of a sequenceDiscover how to edit SMS.
- How to generate a QR codeFind out how to generate a QR code to allow your customers to answer the questionnaire punctually.
- How to make an automatic sending of a sequenceDiscover how to automate the sending of a sequence.
- How to modify the cross-sell step of a sequenceFind out what you can change and how to do it.
- Image format for sequences
- IntervalsFind out where you can see the intervals and how to change them.
- Sequence following an interventionAll you need to know about the sequence '' Follow-up after dissatisfied customer intervention ".
- Sequence NotificationsDiscover all the types of notifications possible in your InputKit sequence
- Step to modify URL or disable itLearn how to modify and customize the URL step.
Sendings
Learn more about the sendings.
- Automate responses to Google reviewsDiscover our automated Google review response AI. A little extra to lighten your workload.
- CSV file template to import your customer data into InputKitIn this article you will find a blank template for importing your customers' data to InputKit.
- How to delete a sendingLearn how to delete a questionnaire or test data.
- How to import a CSV file to send multiple questionnairesFind out how to import a CSV file to send multiple questionnaires at the same time.
- How to redo a sending?Find out how to resend a questionnaire without having to start over!
- How to send a questionnaireFind out how to send a questionnaire.
- How to send multiple questionnaires with the copy and paste sending modeFind out how to make a multiple sending with the copy and paste function.
- How to send the follow-up after intervention sequence to an anonymous customer?Find out how to send the follow-up after intervention questionnaire when the client had answered the previous questionnaire anonymously.
- How to use sequence hyperlink to get customer feedback automatically
- Sending by SMSFind out how to send questionnaires by SMS and the advantages of this sending method.
Clinic Master
Results
Learn more about the results and how to manage them.
Medexa
Reports
Go deeper into the analysis of your data by discovering the reports available on InputKit.
Customers
Learn more about the customer section.
- How to correct customer files in InputKitFind out how to edit your customers' information on InputKit.
- How to modify the information in a customer file?Find out how to modify the information in a customer file.
- The top spender functionDiscover the new top spender feature that allows you to target your top customers!
Google Calendar
Outlook Calendar
Questionnaires
Learn more about the questionnaires.
- How can I see a preview of my questionnaires?A step-by-step guide to viewing a preview of the questionnaires.
- How to create a questionnaire from scratchIn this article you will learn about each step for creating a questionnaire in InputKit.
- How to deactivate anonymity for the questionnairesLearn how to disable the feature that allows respondents to remain anonymous.
- How to edit the wording of a question?Find out how to edit the wording of a question on InputKit.
- How to export a questionnaire?Find out how to export a questionnaire in Excel format from the InputKit platform
- Question display logic functionLearn more about this function that allows you to determine a logic for displaying questions and how to set it up.
- Question typesEverything you need to know about the types of questions available on InputKit.
- The options and settings of a questionnaireFind out everything you need to know about the options and settings of a questionnaire.
- What is the satisfaction filter? Learn how to identify and filter out dissatisfied customers in a sequenceIn this guide we explain how the satisfaction filter works with InputKit.
Servex
ServiCentre
Users
Available by clicking on your name at the top right.
- How to change my password?It is possible to change your password directly in your InputKit, find out how to proceed step by step in this article.
- How to manage users?Find out how to add, delete or change the role of users on InputKit
- How to reset your passwordFind out how to reset your password.
- Role descriptions for a userLearn more about user roles on InputKit.
- The InputKit Weekly DigestWhat is the Weekly Digest? How to enable or disable it?
Employees
Find out how to manage employees on InputKit.
- Add, modify, merge or delete an employeeLearn how to manage your employees in the InputKit platform.
- Employee weekly summaryFind out how to automatically send the weekly summary to your employees.
- Feature of positive feedback automatically shared to employeesDiscover this feature that will motivate your employees by automatically sending them positive feedback.
- How to add employee's email addressesFind out why and how to add your employees' email addresses.
- Staff changes: how to change the sender's name and deactivate an employee's accountFind out how to change the sender name and deactivate an employee's account step by step
- The employee quotaLearn how to manage the quota of the employees you evaluate with InputKit.
Metrics
Integrations
Learn how to integrate InputKit with your favorite tools!
Billing
Find out how to update your billing information.
White Labeling
Reviews widget
The employee experience module
In this series of articles, we introduce the brand new InputKit employee experience module.
More articles
- Account Settings
- Activity logThe activity log provides visibility into actions performed on your InputKit account. This tool helps you better understand recent changes, monitor collaboration across your team, and troubleshoot when something doesn’t seem right.
- Adjusting the Delay of Automated Sends
- Agency UsersHow to manage users when your InputKit account is an agency account (i.e., one that manages multiple companies)
- AI Assistant
- AI Google reply settings
- Annual Sending LimitDepending on your InputKit subscription, you may have an annual sending limit, which includes both SMS and email sendings combined.
- Assigning a Manager to a Location
- Assigning Multiple Users to a Location
- Automatic feedback sharing with employees
- Automatic Google Review Replies
- Automatic reply functionLearn how to automate your reply templates on InputKit!
- Automatic sentiment analysisLearn how InputKit automatically analyzes texts to detect customer sentiment.
- Automatically Include the Invoice Number in Your Messages
- Automatically redirect to Google after completing a questionnaire
- Benchmark Sector
- BillingThis menu allows you to manage your InputKit subscription as well as all billing-related information for your account.
- Can a notification be assigned to multiple users?
- Can answers in a questionnaire be limited or formatted (e.g., phone number, postal code)?
- Can We Adjust the NPS Satisfaction Determinant to Redirect Only Clients Who Answer 10/10?
- Changing the Sender Email AddressWhy are your questionnaires sent from mail1.inputkit.io?
- Client Organization Settings
- Clover IntegrationAll the necessary steps to ensure a smooth integration of our solution with Clover
- Coming soon
- Company Settings
- Contacting the InputKit support team
- Custom FieldsLearn everything you need to know about custom fields in the InputKit platform.
- Customer Management SettingsLearn where to view and update your customer information in InputKit.
- Dashboard - Online ReviewsIn your InputKit dashboard, you will find a section dedicated to online reviews.
- Dentitek FAQ – Employees
- Departments are not evaluated separately in reports
- Detailed functionality of the Verbatims Report
- Do You Need a Google (Gmail) Address to Leave a Google Review?
- Edit Notification SettingsThis article explains how to access and configure your notification settings in InputKit to stay informed according to your preferences.
- Edit or Disable the Hyperlink
- Edit Sequence SettingsLearn how to edit your sequence settings in InputKit.
- Editing greetings, customer name format, and tone (formal/informal) in replies
- Editing the NPS ScaleCan I change the scale of the NPS question (Likelihood to recommend)?
- Email stepLearn how to edit different parts of the email sent to your clients.
- Employee Settings
- Employee's impact on customer satisfactionFind out how an employee's impact on customer satisfaction works.
- Executive Report on the dashboard
- Failed Payment and Billing Reminders
- FAQ - Sendings Error
- FAQ – How to Avoid Sending Too Many Surveys to Clients
- FAQ – My clinic no longer sending surveys
- FAQ – The Google Button Is No Longer Clickable
- Google My Business Connection GuideThis guide explains how to connect your Google My Business account to InputKit in order to centralize the management of your Google reviews.
- Google Review Response Generator (AI, Non-AI & Pre-Built Templates)
- How are Google reviews calculated?Find out how the Google review rating is calculated and how to calculate the number of reviews needed to reach your goal.
- How can I track my customer satisfaction from my physical location, without collecting my customers’ email address or phone number?
- How does the satisfaction determinant work in a questionnaire ?
- How does the satisfaction determinant work?
- How is handling time calculated
- How the Discussion Thread works
- How to add a note to a Google review
- How to add business goals
- How to add custom fields in the Hyperlink step
- How to add employee email addresses
- How to add or update a credit card on your account
- How to analyze Google review acquisition
- How to automatically share positive feedback with employees
- How to block sendings during the night
- How to change access to locations, clinics, and InputKit features
- How to Change the App Language
- How to change the reminder interval?Find out how to change the interval for sending reminders.
- How to change the time of a scheduled bulk send
- How to change the time period shown on the dashboard and in reports
- How to change your password
- How to Check if Your Sendings Are Working Properly
- How to claim your business Google pageThis article explains how to request access to manage your business Google page
- How to Collect Customer Satisfaction in Your Physical Store
- How to configure a sending delay with your integration
- How to configure the correct Google page when managing multiple locations
- How to connect Cliniciel to InputKit
- How to Connect Discord to InputKit
- How to connect Dynamics 365 to InputKit
- How to connect Fresha to InputKit
- How to connect GEM-CAR to InputKit
- How to Connect Genesys Cloud to InputKitHow to connect the Genesys Cloud integration to InputKit and configure sending triggers based on call wrap-up codes.
- How to Connect Google Services (Pages, Profiles) to InputKit?
- How to connect GoRendezvous to InputKit
- How to connect Guesty to InputKit
- How to Connect HubSpot to InputKit
- How to connect InputKit and Zapier
- How to connect InputKit to Bookeo
- How to Connect InputKit to Claude
- How to connect InputKit to Facebook
- How to connect InputKit to GOrendezvous
- How to connect InputKit to Slack
- How to connect Jane App to InputKit
- How to Connect Medesync to InputKit
- How to connect Myle to InputKit
- How to connect Omnimed to InputKit
- How to connect Plannit to InputKit
- How to connect PlanOps to InputKit
- How to connect Square to InputKit
- How to connect Teams to InputKit
- How to connect your Google accountLearn the steps to connect your Google Account.
- How to Control Access to Survey Results with Custom Roles
- How to create a Google Business Profile ?
- How to create a sequence from A to Z
- How to Create a Yes / No QuestionWould you like to add a Yes / No question to a questionnaire? Here's how to do it step by step.
- How to Create Customers in InputKit Without Sending Surveys
- How to create your signature
- How to Customize and Access Pulse Surveys – EX Module
- How to customize questions for a specific location?
- How to customize the dashboard
- How to delete a customer’s responses
- How to delete a questionnaire sending
- How to Delete Questions in a Sequence
- How to display custom fields in response details
- How to Display the Employee’s Name in the QuestionsCustomize your questionnaires so that the employee’s name appears directly in the questions
- How to Edit a Response in a Completed Questionnaire
- How to edit a response in a completed survey
- How to Edit Questions for a Specific Location?
- How to Edit the Unsubscribe Message
- How to Evaluate Different Services or Departments
- How to Evaluate Different Types of Employees (Technicians, Representatives, etc.)
- How to evaluate employees with InputKitDiscover how you can evaluate your employees using concrete feedback and accurate performance metrics!
- How to evaluate multiple employee types (technicians, sales representatives, etc.)
- How to Export a Medesync Appointment List for a Manual Sending in InputKitThis article explains how to create a custom report in Medesync to export a list of appointments and import it into InputKit for a manual or mass sending.
- How to export an appointment file from Medesync
- How to Export or Delete a Client’s or Patient’s Personal Data
- How to Export the Appointment List from Omnimed
- How to Find Your API Key on InputKit
- How to generate a QR code for a sequence
- How to get an overview of question responses
- How to get the API key on InputKitFind out how to get your API key on the platform.
- How to Handle Unhappy Customers
- How to import a file for manual sending in InputKitThis article explains the import steps and checks required to ensure a successful send.
- How to Include the Invoice Number in the Email
- How to increase the Locations limit
- How to increase the SMS sending limit
- How to Install InputKit as an App
- How to Link a Response to Another Location
- How to link your InputKit locations to your Google Business Profile locationsThis guide explains how to match your InputKit locations with your Google Business Profile locations when your organization has multiple branches or physical locations.
- How to Make a Question Mandatory – EX Module
- How to make a Scale Matrix question's item required or optional
- How to manage alertsManage your alerts in four steps!
- How to Manage Questions When Certain Employees Are Not Always in Contact with Clients
- How to measure customer satisfaction for each employee
- How to Pause or Stop Automated Sendings?
- How to remove a dissatisfied customer alert
- How to Remove a Question from a Questionnaire Without Losing Data
- How to Remove Your Name from the Signature in Review and Comment Responses
- How to reply in the conversation thread using AI
- How to Reply to an Anonymous Customer
- How to reset your password
- How to Resolve Sending Issues with Medexa
- How to Resolve Survey Visibility and Response Management Issues in InputKit
- How to respond to a customer following a completed questionnaire (even an anonymous customer)Find out how to respond to a customer, even an anonymous one, on InputKit.
- How to Respond to an Google Review on InputKitLearn how to respond to an online review directly from the InputKit platform.
- How to send a report by email
- How to Send a Report by Email
- How to Send a Survey to Existing Clients
- How to send a test survey?
- How to Send Specific Surveys for Different Locations
- How to send surveys to my employees?
- How to Set Goals in InputKit
- How to Share a Client Response Within Your Organization
- How to share the weekly summary with an employee?Find out how to manually share the week's summary with an employee.
- How to start your free trial
- How to Track the Customer Excellence Award in InputKit
- How to unsubscribe a customer
- How to unsubscribe a customer before it is created on InputKit ?Learn how to unsubscribe a customer before they receive a satisfaction form.
- How to unsubscribe a customer from future questionnaire sendings?Find out how to unsubscribe a current customer from sending satisfaction questionnaires.
- How to update billing information
- How to update your billing information
- How to use a sequence hyperlink to allow clients to submit feedback themselves
- How to Use Competitor Tracking in InputKit
- How to view and download an invoice in InputKit
- How to view performance indicators and reviews for a specific location
- How to View the Number of Surveys Sent and the Detailed Response Rate
- How to view the response percentage for a question
- How to View the Response Rate for a Specific Question
- Image Format for SequencesGuide to Optimizing Your Images in InputKit
- Indicators evolution reportDiscover this report that allows you to visualize the evolution of everything you measure with InputKit!
- Industry Average
- InputKit - Community & SupportJoin our Facebook group 'InputKit - Community & Support'
- InputKit Chrome Extension
- InputKit GlossaryThis glossary helps you better understand the terms used within the InputKit platform.
- Intercom FAQ
- Intercom integrationIntercom integration with InputKit, highlighting all the steps necessary to keep our software running smoothly.
- Is it necessary to reply to all responses?
- Is It Necessary to Respond to All Results?
- Libro integrationLibro integration with InputKit, highlighting all the steps necessary to keep our software running smoothly.
- Location Settings
- Login Issue
- Manage Locations in the EX Module
- Managing Facebook reviews
- Managing Google reviews in InputKit
- Manual Sending Error – “The sequence is not fully translated”
- Migration Guide: Moving from the Classic InputKit Version to the New Version
- Monthly Report
- My Clients Aren’t Receiving the Survey in the Correct Language
- MyleHow to export a MYLE (Medfar) appointment file
- New InputKit Chrome Extension: Connect Your Appointment Software More Easily
- Overview reportLearn more about the overview report available on InputKit.
- PC Voyages – How Triggers Work and How to Connect to InputKit
- Question Display Logic
- Question types
- Reply templates
- Reply templatesLearn about this feature that allows you to save reply templates.
- Répondre dans le fil de discussion à l’aide de l'intelligence artificielle
- Review gating and displaying the Google review step
- Review Widget
- Salesforce integration in Flow
- Schedule a Sequence Sending
- Sending strategies to prioritize sending by SMS or emailDiscover the sending strategies and how to define a sending strategy in your InputKit.
- Sendings Report
- Sequence sending strategies
- Set automated sendings to pause on weekends
- Si vous avez des questions, n'hésitez pas à nous écrire via le chat.
- Slack integrationInputKit and Slack integration, highlighting all the steps necessary to keep our software running smoothly.
- SMS Sendings
- SMS step
- Steps for adding a new office/locationLearn the steps to add a new office or location to your account in this guide.
- Teams – EX Module
- The advanced reportFind out everything you need to know about the advanced report available on InputKit.
- The custom fieldsFind out everything you need to know about custom fields in InputKit!
- The impact of an employee on the Net Promoter ScoreFind out how an employee's impact on NPS works and how the calculation is done.
- The metrics of an employeeFind out how an employee's metrics work and how they are calculated.
- The number of employees you can activate doesn’t match
- The questionnaire reportFind out how the questionnaire report will help facilitate your data analysis.
- Triggers – Automated Sendings
- User management
- User Roles in InputKitLearn more about user roles on InputKit.
- Weekly Summary
- Weekly Tips
- What Is a Sequence?
- What is the delay between when a customer leaves a Google review and when it appears in InputKit?
- What is the delay between when a customer leaves a Google review and when it appears in InputKit?
- What Is the Price of a Subscription?
- What Should I Do if One of My Employees Isn’t Receiving InputKit Communications ?
- What to Do if an Employee Can’t Log In
- What to do if SMS sendings are not working
- What to do if SMS sends are not working
- What's new on InputKitDiscover the new features of the platform!
- Why Am I Receiving Notifications When a Client Is Satisfied?
- Why am I receiving notifications when a customer is satisfied?
- Why are my clients receiving a Google review request even though they already left a review?
- Why are my surveys being sent twice or three times ?
- Why can't I send SMS anymore?
- Why do your Google reviews temporarily disappear before showing up again?
- Why does InputKit need specific access to your Google account?
- Why don’t I see any Google reviews?
- Why dropdown list questions don’t automatically close ?
- Why is the Wrong Office Name Displayed Under Clients/Patients in Sendings?
- Why You Should Respond to Old ReviewsResponding to old Google reviews may feel awkward, but it helps your reputation, builds trust, and boosts local SEO.
- You can’t reply to online reviews ?
- Zoho IntegrationAll the necessary steps to ensure a smooth integration of our solution with Zoho (Zoho Books, Zoho FSM and Zoho CRM)