If your integration with Listen360 includes sending technician (or salesperson, personal trainer, etc.) data with your customer data, you can take advantage of our new Team Member feature.
By default, these team members will be added with a placeholder user role, but are not actual users in the system and have no access to the Listen360 application.
Granting team members access to your Listen360 account is a great way to encourage engagement with your surveying program. You must have Owner or Admin access to add new team members. By default, each team member you add will automatically receive all completed survey responses for their customers via email.
When each team member receives customer feedback, you can establish accountability and show that every customer interaction counts.
Convert a Team Member to a User
- Navigate to Account>Team
- Find and open the user's profile (they should have a role of Placeholder)
- Add their email address
- Configure their role (Read-only or Read-restricted recommended)
- Send them their invite!
Additional Questions? Please reach out to Listen360 Support via email at support@listen360.com.