Ask Nicely is an online platform that allows you to send NPS (Net Promoter Score) surveys to contacts. The integration allows syncing and sending of these surveys based on specific criteria that 'Ask Nicely' calls triggers.
Once you have signed up with Ask Nicely and they have set you up on their platform, you will need to contact Palace with the information given to you by Ask Nicely.
The integration works exactly as follows with 'Owners' and 'Tenancies' only ... (The triggers are pre-defined by the service and cannot be setup by a user).
Owner Triggers: Sync owners based on the following criteria:
(NOTE: Owners must have an associated email)
- Owner IS NOT archived and had a transaction within the last 3 months. (Surveying current owners)
- Owner IS archived and had a transaction within the last month. (Surveying recent owners that have left).
Tenancy Triggers: Sync tenancies based on the following criteria:
(NOTE: Tenancies must have an associated email)
- Tenancy IS NOT archived
- Tenancy does NOT have a 'Vacate Date' or the 'Vacate Date' is in the future.
Rules regarding the triggering of a survey
The system uses the AskNicely API 'Contact Rules' to decided whether to send a survey immediately or wait a certain period of time (generally by default it is setup to go out immediately).
The integration will Obey these rules, so if these are adjusted you could have Palace syncing the contacts and then sending out at a later date (which you can get help with from AskNicely).
This is only syncing that currently occurs. You can NOT add your own triggers in Palace as they require special queries created in the background that will trigger the sync through the AskNicely API.
Please be aware: As soon as we connect this integration, survey's will automatically start going out to all your owners and tenants. This will undoubtedly cause loads of people to email your property managers asking questions etc... so please make sure all your property managers are aware that these are going out (especially at the beginning of this process). Make sure your templates are all setup correctly in Ask Nicely.
This process works on regions and branches for your Palace users. Every property manager must have the following highlighted fields filled in. This is a way of grouping 'Property Managers' in the Ask Nicely system. So if you don't want 'Insights' specifically broken up this way you could type anything into this field so you can get some relevant statistics grouped in this fashion.
You could put... 'Senior Property Managers' in the 'Region' field and 'Above 100 Properties' in the 'Branch'. And for others, you could put... 'Junior Property Managers' in the 'Region' field and 'Above 100 Properties' in the 'Branch'.
Whatever, you decide these fields MUST be filled in for ALL property managers for their contacts to sync with AskNicely.
Once these fields are filled in and you're ready to go, please let us know.