Quick Setup Guide (5 Minutes)

After signing up, complete your organization information:

1. Navigate to Settings → Organization
2. Fill in your business details:
   • Organization name
   • Industry type
   • Contact email
   • Time zone
3. Click Save Changes

Why this matters: Your organization name appears in survey emails and helps identify your business to customers.

If you have physical locations where customers visit:

1. Go to Settings → Locations
2. Click Add Location
3. Enter the location details:
   • Location name (e.g., "Downtown Office", "Main Salon")
   • Address
   • Phone number
4. Click Create

Pro tip: You can add multiple locations later and filter reports by location.

If you want employees to be attributed to feedback:

1. Go to Settings → Employees
2. Click Add Employee
3. Enter employee information:
   • Full name
   • Role/title
   • Location (if applicable)
4. Click Create

Why add employees?: Attribute responses to specific team members and track individual performance.

You have two options for adding contacts:

1. Go to Contacts
2. Click Add Contact
3. Fill in contact details (name, email, phone)
4. Click Save

1. Go to Contacts
2. Click Import
3. Upload your CSV file
4. Map columns to demeterrr fields
5. Click Import Contacts

File format: Your CSV should include at minimum: firstName, lastName, and either email or phone.

Learn more in Importing Contacts from CSV.

Now for the fun part - creating your first feedback survey:

1. Navigate to Surveys
2. Click Create Survey
3. Choose a survey type:
   • NPS: For measuring loyalty (recommended for most businesses)
   • CSAT: For satisfaction after specific interactions
   • CES: For measuring effort
   • Custom: Build your own
4. Customize your survey:
   • Add a title
   • Add questions (see question types below)
   • Customize colors and branding
5. Click Save when done

First survey recommendation: Start with an NPS survey with 2-3 follow-up questions to understand the "why" behind scores.

Learn more in Creating Your First Survey.

✅ You're all set! Your account is configured and ready to use.

1. Send your first survey - Start collecting feedback
2. Set up Google Business Profile integration - Sync reviews automatically
3. Create an automated sequence - Set up post-visit surveys
4. Explore reports - Understand your analytics

• Check out our Survey & Questions guides
• Learn about Sending Surveys via different channels
• Explore Sequences & Automation for advanced workflows

You're ready to start building better customer experiences! 🎉