Centre d'aide InputKit
271 articles
Training and practical guides
Start-up training and practical guides to help you get started with InputKit.
- Formation de départ InputKitFrançais
- How to add business goals
- How to evaluate employees with InputKitFind out how you can evaluate your employees with concrete feedback and specific metrics!
- How to Install InputKit as an App
- Prioritization Guide for Alert ManagementDiscover our best practices for managing alerts on InputKit.
FAQ
Answers to the most frequently asked questions.
- Agency UsersHow to manage users when your InputKit account is an agency account (i.e., one that manages multiple companies)
- All of the answers to the frequently asked questions.
- Average rating of scale-based questionsHow to calculate the average results for scale-based responses
- Can answers in a questionnaire be limited or formatted (e.g., phone number, postal code)?
- Dashboard - Online ReviewsIn your InputKit dashboard, you will find a section dedicated to online reviews.
- 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)?
- FAQ - Sendings Error
- FAQ – How to Avoid Sending Too Many Surveys to Clients
- How to Collect Customer Satisfaction in Your Physical Store
- 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 Questions for a Specific Location?
- How to Include the Invoice Number in the Email
- How to Link a Response to Another Location
- How to Remove Your Name from the Signature in Review and Comment Responses
- How to Resolve Survey Visibility and Response Management Issues in InputKit
- Is It Necessary to Respond to All Results?
- Le nom d'un ex-employé figure toujours dans mes envoisFrançaisParfois, on a besoin de changer les noms qui apparaissent dans les courriels/sms, ou dans vos réponses visibles par vos clients.
- Login Issue
- Manual Sending Error – “The sequence is not fully translated”
- My Clients Aren’t Receiving the Survey in the Correct Language
- Pourquoi InputKit a besoin d'accès particulier à votre compte Google?Français
- Pourquoi vos avis Google s’effacent temporairement avant de réapparaître ?FrançaisExplorez pourquoi vos avis Google peuvent disparaître temporairement puis réapparaître, et les raisons derrière ces changements
- Problème lors des envois manuelsFrançaisSi vous rencontrez un problème lors d’un envoi manuel,voici quelques vérifications à faire.
- What is the delay between when a customer leaves a Google review and when it appears in InputKit?
- Why Am I Receiving Notifications When a Client 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?
Dashboard
Learn more about your dashboard.
- Comment se calcule le coefficient d'avis en ligne en plus ?FrançaisLe tableau de bord des avis en ligne vise à montrer la progression du taux de réponse de vos clients. Jetons-y un coup d'oeil.
- 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)?
- Industry Average
- What's Customer Effort Score? (CES)Explanation of what is the Customer Effort Score (CES)
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.
- Changing the Sender Email AddressWhy are your questionnaires sent from mail1.inputkit.io?
- Comment obtenir le lien Webhook pour ma séquenceFrançais
- 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.
- How to Remove a Question from a Questionnaire Without Losing Data
- Image format for sequences
- IntervalsFind out where you can see the intervals and how to change them.
- Les séquences SMSFrançaisDécouvrez la nouvelle fonction de séquence SMS permettant au client de répondre au questionnaire entièrement dans une conversation texto
- 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.
- Adjusting the Delay of Automated Sends
- Annual Sending LimitDepending on your InputKit subscription, you may have an annual sending limit, which includes both SMS and email sendings combined.
- Automate responses to Google reviewsDiscover our automated Google review response AI. A little extra to lighten your workload.
- Comment changer l'heure d'un envoi planifiéFrançaisDécouvrez comment procéder pour modifier le moment d'un envoi qui est déjà planifié.
- 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 Check if Your Sendings Are Working Properly
- 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 Pause or Stop Automated Sendings?
- 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 a Survey to Existing Clients
- How to send a test survey?
- 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
- Que veulent dire les symboles dans les envois ?FrançaisDécouvrez ce que les différents symboles signifient dans la section envois.
- Réutilisez votre correspondance des colonnes - Envoi massifFrançaisDécouvrez comment réutiliser la configuration des champs lors d'envoie massif. C'est tellement simple de sauver du temps !
- Schedule a Sequence Sending
- Sending by SMSFind out how to send questionnaires by SMS and the advantages of this sending method.
- Titre Automatique lors d'envoisFrançaisDécouvrez la fonction Titre Automatique. Si un nouveau client n'a pas de titre mentionné (M. / Mme), le système l'ajoutera automatiquement.
- What to do if SMS sendings are not working
- Why is the Wrong Office Name Displayed Under Clients/Patients in Sendings?
Results
Learn more about the results and how to manage them.
- 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.
- Automatic reply functionLearn how to automate your reply templates on InputKit!
- Automatic sentiment analysisLearn how InputKit automatically analyzes texts to detect customer sentiment.
- Comment répondre à un avis en ligne sur InputKitFrançaisDécouvrez les étapes pour répondre à un avis en ligne sur la plateforme InputKit.
- Comment transposer un questionnaire papier dans InputKitFrançaisDécouvrez comment ajouter vos résultats de questionnaires papier sur la plateforme InputKit!
- Do You Need a Google (Gmail) Address to Leave a Google Review?
- Duplication de modèles de réponseFrançaisDécouvrez comment dupliquer des modèles de réponse pour votre compte agence
- FAQ – The Google Button Is No Longer Clickable
- Filtrer les rétroactions par métrique et par note- Module EXFrançaisDécouvrez comment filtrer les rétroactions de vos employés par métrique et par note afin optimiser votre temps de manière efficace
- Fonction de réponse automatiqueFrançaisDécouvrez comment automatiser vos modèles de réponse sur InputKit!
- 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 does the satisfaction determinant work in a questionnaire ?
- How to delete a customer's response
- How to Edit a Response in a Completed Questionnaire
- How to manage alertsManage your alerts in four steps!
- 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 share a questionnaire with an employee or someone elseLearn how to share a questionnaire with a teammate and how to add employees to the share list.
- Quoi faire avec un client mécontent qui ne veut pas être contactéFrançaisGuide qui explique quoi faire avec les clients mécontents (anonymes ou pas) qui ne veulent pas être contactés.
- 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
- You can’t reply to online reviews ?
Reports
Go deeper into the analysis of your data by discovering the reports available on InputKit.
- Choisir une période pour le rapport ROIFrançaisDécouvrez comment choisir une période pour consulter votre rapport ROI dans le module CX
- Departments are not evaluated separately in reports
- Employee's impact on customer satisfactionFind out how an employee's impact on customer satisfaction works.
- How to Evaluate Different Types of Employees (Technicians, Representatives, etc.)
- How to export a report?Learn how to export a report to PDF or Excel on the InputKit platform.
- How to measure customer satisfaction for each employee
- How to Send a Report by Email
- How to View the Number of Surveys Sent and the Detailed Response Rate
- How to View the Response Rate for a Specific Question
- Indicators evolution reportDiscover this report that allows you to visualize the evolution of everything you measure with InputKit!
- L'impact global d'un employé sur la satisfaction clientFrançaisDécouvrez comment fonctionne l'impact global d'un employé sur le niveau de satisfaction des clients.
- Nouveau rapport - Retour sur InvestissementFrançaisLe retour sur investissement permet de suivre les principaux indicateurs de performance sous la plateforme Inputkit.
- Overview reportLearn more about the overview report available on InputKit.
- Rapport de questionnaires - Comment avoir une vue d'ensemble des réponses aux questionsFrançais
- Rapport par départementFrançaisTout ce que vous devez savoir sur les rapports par département.
- Rapport pulse EXFrançaisNouvelle fonctionnalité vous permettant d'exporter votre rapport pulse EX depuis votre compte InputKit.
- Saved reportsLearn how to save reports with filters on InputKit.
- Si vous avez des questions, n'hésitez pas à nous écrire via le chat.
- The advanced reportFind out everything you need to know about the advanced report available on 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 questionnaire reportFind out how the questionnaire report will help facilitate your data analysis.
- What is the delay between when a customer leaves a Google review and when it appears in InputKit?
- What's new on InputKitDiscover the new features of the platform!
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 Create Customers in InputKit Without Sending Surveys
- How to Edit the Unsubscribe Message
- How to modify the information in a customer file?Find out how to modify the information in a customer file.
- 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.
- The top spender functionDiscover the new top spender feature that allows you to target your top customers!
Settings
Available by clicking on your name at the top right.
- Ajout des champs personnalisés dans l’étape hyperlienFrançaisNouvelle fonctionnalité dans l'étape Hyperlien vous permettant d'ajouter des champs personnalisés
- BillingThis menu allows you to manage your InputKit subscription as well as all billing-related information for your account.
- Comment ajouter des informations à un envoi avec QuickBooksFrançaisDécouvrez comment ajouter facilement des informations personnalisées à un envoi dans QuickBooks pour optimiser vos transactions.
- Comment cacher certains champs personnalisésFrançaisDécouvrez comment cacher certains champs personnalisés.
- Comment connecter un compte GMB à InputKit pour les comptes d'agences marketing.FrançaisDécouvrez comment donner l'accès seulement à une page GMB.
- Comment puis-je configurer ma signature pour répondre aux avis Google ?FrançaisDécouvrez comment configurer ou modifier votre signature pour répondre aux avis Google.
- Failed Payment and Billing Reminders
- How to Change the App Language
- How to change the reminder interval?Find out how to change the interval for sending reminders.
- How to Connect Google Services (Pages, Profiles) to InputKit?
- How to get the API key on InputKitFind out how to get your API key on the platform.
- How to Set Goals in InputKit
- How to update your billing information
- InputKit et la loi 25FrançaisAssurez la conformité de votre expérience client avec la réglementation sur la protection des données.
- Sending strategies to prioritize sending by SMS or emailDiscover the sending strategies and how to define a sending strategy in your InputKit.
- Set automated sendings to pause on weekends
- The custom fieldsFind out everything you need to know about custom fields in InputKit!
- 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.
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 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 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
- How to Send Specific Surveys for Different Locations
- 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.
- Why dropdown list questions don’t automatically close ?
Users
Available by clicking on your name at the top right.
- Agence: comment créer un utilisateur pour votre clientFrançais
- Assigning a Manager to a Location
- How to change access to locations, clinics, and InputKit features
- 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.
- L'accès aux bureaux des utilisateursFrançais
- 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.
- How to Manage Questions When Certain Employees Are Not Always in Contact with Clients
- 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.
- The number of employees you can activate doesn’t match
- What to Do if an Employee Can’t Log In
Metrics
Departments
Available by clicking on your name at the top right.
Integrations
Learn how to integrate InputKit with your favorite tools!
- API documentation
- Clover IntegrationAll the necessary steps to ensure a smooth integration of our solution with Clover
- Comment ajouter ou retirer des accès à votre compte Google My BusinessFrançais
- Comment connecter un compteur Smiirl pour afficher notre nombre de reviewsFrançais
- Comment empêcher un envoi qui est automatisé avec DentitekFrançaisDécouvrez les façons d'empêcher un envoi avec l'intégration Dentitek.
- Comment évaluer les assistant(e)s dentaires?FrançaisDécouvrez les façons de faire et comment procéder dans ce guide!
- Comment exporter la liste de rendez-vous récents sur Doctolib ?FrançaisDécouvrez comment exporter la liste de rendez-vous récents sur Doctolib.
- Comment exporter un fichier de rendez-vous MYLE (Medfar)Français
- Comment importer mes rendez-vous Clinic Master (version web 10) dans InputKitFrançais
- Comment importer mes rendez-vous clinic master dans InputKitFrançais
- Comment Intégrer Twilio dans notre plateformeFrançais
- Comment obtenir le Sequence ID pour envoyer via le REST APIFrançais
- Comment revendiquer la page Google de mon entreprise ?FrançaisDécouvrez comment demander l'accès pour gérer la page Google de votre entreprise.
- Dentitek FAQ – Employees
- Dentonovo - Exporter les rendez-vousFrançais
- FAQ – My clinic no longer sending surveys
- Guide d'utilisation ServicentreFrançais
- Guide de connexion Google My businessFrançais
- Guide de connexion MedexaFrançaisCet article vous montre comment activer le module InputKit dans Medexa afin d'automatiser vos envois.
- How to automate InputKit sendings with integrations
- How to automatically send a follow-up sequence after a specific meeting ends in Google CalendarHow to connect Google Calendar to automatically send an InputKit follow-up sequence by email 1 hour after a specific meeting ends
- How to automatically send a follow-up sequence after a specific meeting ends in Outlook CalendarHow to connect Outlook calendar to automatically send an InputKit follow-up sequence by email 1 hour after a specific meeting ends
- How to automatically send sequences by email using Zapier
- How to configure the correct Google page when managing multiple locations
- How to connect your Google accountLearn the steps to connect your Google Account.
- How to export an appointment file from Medesync
- How to Export the Appointment List from Omnimed
- How to get a client detail with the API keyYou'll learn how to get all the details of a client from its email address.
- How to receive data with a webhook on a sequence containing a satisfaction survey stepThis article explains how to receive data after a person fill a form in a sequence with a satisfaction survey step
- How to Resolve Sending Issues with Medexa
- How to send a sequence using our REST API
- InputKit <> Servex integration - FAQFrequently asked questions about the InputKit <> Servex integration
- InputKit <> ServiCentre integration - FAQFrequently asked questions about the InputKit <> ServiCentre integration
- InputKit and ClinicMaster integrationClinicMaster integration, highlighting all the steps necessary to keep our software running smoothly
- Intégration Dentitek et InputKit, questions fréquentes FAQFrançaisQuestions fréquentes concernant l'intégration entre Dentitek et InputKit
- Intégration InputKit avec ActivixFrançaisToutes les étapes nécessaires afin d'assurer un bon roulement de notre solution avec Activix
- Intégration InputKit avec GenesysFrançaisToutes les étapes nécessaires afin d'assurer un bon roulement de notre solution avec Genesys.
- Intégration InputKit avec ParamaitreFrançaisToutes les étapes nécessaires afin d'assurer un bon roulement de notre solution avec Paramaitre
- Intégration InputKit avec ProgressionLiveFrançaisToutes les étapes nécessaires afin d'assurer un bon roulement de notre solution avec ProgressionLive
- Intégration InputKit avec SertiFrançaisToutes les étapes nécessaires afin d'assurer un bon roulement de notre solution avec Serti
- Intégration InputKit avec ShopifyFrançaisToutes les étapes nécessaires afin d'assurer un bon roulement de notre solution avec Shopify
- Intégration InputKit avec SmartMovingFrançaisToutes les étapes nécessaires afin d'assurer un bon roulement de notre solution avec SmartMoving
- Intégration native Hubspot et InputKitFrançais
- Intégration native Pipedrive et InputKitFrançais
- Intégration Progident et InputKit, questions fréquentes FAQFrançais
- Intercom FAQ
- Intercom integrationIntercom integration with InputKit, highlighting all the steps necessary to keep our software running smoothly.
- Libro integrationLibro integration with InputKit, highlighting all the steps necessary to keep our software running smoothly.
- Medexa <> InputKit integration - FAQFrequently asked questions about the InputKit <> Medexa integration
- Salesforce integration in Flow
- Slack integrationInputKit and Slack integration, highlighting all the steps necessary to keep our software running smoothly.
- Triggers – Automated Sendings
- Why don’t I see any Google reviews?
- Zapier integration : how to add custom fields
- Zoho IntegrationAll the necessary steps to ensure a smooth integration of our solution with Zoho (Zoho Books, Zoho FSM and Zoho CRM)
Billing
Find out how to update your billing information.
- Comment ajouter une carte de crédit au dossierFrançais
- Comment payer une facture par virement bancaireFrançais
- Compte agence - Comment changer la carte de crédit pour un clientFrançais
- How to update your account's credit card
- How to view and download invoices on InputKitIt is now possible to view and download your invoices directly from InputKit! Find out how in this guide
- Role utilisateur : Facturation seulementFrançais
- What Is the Price of a Subscription?
White Labeling
Bureaux
- Assigning Multiple Users to a Location
- Comment segmenter les données par groupe de bureaux grâce aux tagsFrançaisFacilitez vos recherches avec des tags lorsque vous gérez plusieurs bureaux.
- Steps for adding a new office/locationLearn the steps to add a new office or location to your account in this guide.
Reviews widget
Pricing
Description of the plans.
The employee experience module
In this series of articles, we introduce the brand new InputKit employee experience module.
- Comment automatiser un sondage ponctuelFrançais
- EX Module Metrics and QuestionsDiscover the metrics and questions of the Employee Experience module!
- Formation de départ pour le module EXFrançais
- How to Control Access to Survey Results with Custom Roles
- How to Customize and Access Pulse Surveys – EX Module
- How to Make a Question Mandatory – EX Module
- How to send surveys to my employees?
- La mise en place du module EXFrançais
- Manage Locations in the EX Module
- Sondages ponctuelsFrançais
- Teams – EX Module