Campaigns help your property with market promotions, enhance brand awareness, and engage guests, while Surveys provide feedback to improve service quality, guest satisfaction, and operational efficiency. Together, they boost guest experiences and optimize your performance. Check here how to manage Campaigns and Surveys on Whistle for Cloudbeds.
Manage Campaigns
- Access the Company Settings
page
- Select the Campaign History section
- Under Actions, click
to view the Campaign
On the next page, you can check the following details about this campaign:
- Performance
- Message Analysis
- Top Messages
- Recipients
- Start a Campaign tab (Follow Up Campaign)
- Option to send a Follow-up on this Campaign
Send Campaigns
On the Campaign History page:
- Open the Follow-Up Campaign next to the recipient's email
- Choose the messaging channel
- Enter the Campaign Description
- Add departments, if needed
- Add Guests to the recipients
- Type the Campaign message
- Click to
or schedule on the
icon
Manage Surveys
- Send a message to your guest(s) in the form of a question where the platform tracks the response.
- Automate specific responses based on the guest's reply.
- Surveys are created by admins, but all users have access.
Create New Surveys
- Access the Company Settings
page
- Go to Surverys section
- Click to
Fill out the Survey details:
- Survey Title - not seen by guest
- Question - text sent to guest starting interaction
-
Answer Type
- Options - text based "yes" or "no"
- Range - number based 1-10
- Enable the Strict Mode, if preferred: Requires Exact Guest Response
-
For automated replies, click to
- Set time to be delay (suggested 0)
- Type message or use message icons for additional services
- Click Save
- Click to Create on the top right corner
Edit, Delete, and see Survey Results
On the left side of each Survey card created,
- Click
to see the survey analytics
- Click
to edit the survey template
- Click
to remove this survey
Send a Survey through the Guest Chat
While writing a message on the Guest Chat,
- Click to add a
- Go to the
tab
-
Search for the template you want to use and click on the
next to it
- Click to insert template
- Send.
View Surveys History
- Access the Company Settings
page
- Go to Surverys section
- Click to
on the top right corner
- On the Survey Results page, you can also click to
You can also view the Survey History of each guest on the Guest Chat page:
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