The Optimize Experience section of your Agency Settings is where you can control features we use to gather feedback, educate new users, and notify users.
1 min read272 words5 explained imagesUpdated Wed, 31 Aug, 2022 at 12:48 PM
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The Optimize Experience section of your Agency Settings is where you can control features we use to gather feedback, educate new users, and notify users.
By default, these will be enabled so you will need to disable these if you would like to have them turned off.
Where to enable or disable the Optimized Experience
Head into Agency settings > Click on Company > Scroll down > Toggle each setting you wish to enable or disable
Where to enable or disable the Optimized Experience (image 1 of 5)What this shows Head into Agency settings > Click on Company > Scroll down > Toggle each setting you wish to enable or disableWhat this showsIllustrates the "Where to enable or disable the Optimized Experience" section of "Optimize Experience Features".This animation appears in the "Where to enable or disable the Optimized Experience" section of "Optimize Experience Features". The text alongside this image reads: Head into Agency settings > Click on Company > Scroll down > Toggle each setting you wish to enable or disable. The navigation path used here is Company > Scroll. Immediately after, the guide continues: NPS Surveys are pop-up surveys that are occasionally used to gather feedback about new features in order to continually improve the app's UI/UX. The surveys are always white-labeled and never mention GHL Customer Care or its branding.Path: Company > ScrollImage 1 of 5What to chooseHead into Agency settings > Click on Company > Scroll down > Toggle each setting you wish to enable or disable
Buttons and menus referencedAgency settings >Company > Scroll down >enable or disable
Next stepNPS Surveys are pop-up surveys that are occasionally used to gather feedback about new features in order to continually improve the app's UI/UX. The surveys are always white-labeled and never mention GHL Customer Care or its branding.
What each Optimized Experience includes
NPS Surveys
NPS Surveys are pop-up surveys that are occasionally used to gather feedback about new features in order to continually improve the app's UI/UX. The surveys are always white-labeled and never mention GHL Customer Care or its branding.
NPS Surveys (image 2 of 5)What this shows NPS Surveys are pop-up surveys that are occasionally used to gather feedback about new features in order to continually improve the app's UI/UX.What this showsIllustrates the "NPS Surveys" section of "Optimize Experience Features".This screenshot appears in the "NPS Surveys" section of "Optimize Experience Features". The text alongside this image reads: NPS Surveys are pop-up surveys that are occasionally used to gather feedback about new features in order to continually improve the app's UI/UX. The surveys are always white-labeled and never mention GHL Customer Care or its branding. Immediately after, the guide continues: These are pop-up guides that showcase when new features have been added to the platform. These help clients discover new features and assist with engagement, which increases their experience within the platform-.Image 2 of 5What this coversNPS Surveys are pop-up surveys that are occasionally used to gather feedback about new features in order to continually improve the app's UI/UX. The surveys are always white-labeled and never mention GHL Customer Care or its branding.Next stepThese are pop-up guides that showcase when new features have been added to the platform. These help clients discover new features and assist with engagement, which increases their experience within the platform-
Product Guides
These are pop-up guides that showcase when new features have been added to the platform. These help clients discover new features and assist with engagement, which increases their experience within the platform-
Product Guides (image 3 of 5)What this shows These are pop-up guides that showcase when new features have been added to the platform.What this showsIllustrates the "Product Guides" section of "Optimize Experience Features".This screenshot appears in the "Product Guides" section of "Optimize Experience Features". The text alongside this image reads: These are pop-up guides that showcase when new features have been added to the platform. These help clients discover new features and assist with engagement, which increases their experience within the platform-. Immediately after, the guide continues: When you click inside the pop-up there will be step-by-step instructions on how to set up or use the new feature!Image 3 of 5What this coversThese are pop-up guides that showcase when new features have been added to the platform. These help clients discover new features and assist with engagement, which increases their experience within the platform-Next stepWhen you click inside the pop-up there will be step-by-step instructions on how to set up or use the new feature!
When you click inside the pop-up there will be step-by-step instructions on how to set up or use the new feature!
Product Guides (image 4 of 5)What this shows When you click inside the pop-up there will be step-by-step instructions on how to set up or use the new feature!What this showsIllustrates the "Product Guides" section of "Optimize Experience Features".This screenshot appears in the "Product Guides" section of "Optimize Experience Features". The text alongside this image reads: When you click inside the pop-up there will be step-by-step instructions on how to set up or use the new feature! Immediately after, the guide continues: Daily updates are white-labeled email notifications that get sent out to end users notifying them of important things like new reviews so they can reply as quickly as possible.Image 4 of 5What to clickWhen you click inside the pop-up there will be step-by-step instructions on how to set up or use the new feature!Next stepDaily updates are white-labeled email notifications that get sent out to end users notifying them of important things like new reviews so they can reply as quickly as possible.
Daily Updates
Daily updates are white-labeled email notifications that get sent out to end users notifying them of important things like new reviews so they can reply as quickly as possible.
These updates will evolve into a "daily snapshot report", which will contain information about new reviews, average response time, etc.
Daily Updates (image 5 of 5)What this shows These updates will evolve into a "daily snapshot report", which will contain information about new reviews, average response time, etc.What this showsIllustrates the "Daily Updates" section of "Optimize Experience Features".This screenshot appears in the "Daily Updates" section of "Optimize Experience Features". The text alongside this image reads: These updates will evolve into a "daily snapshot report", which will contain information about new reviews, average response time, etc. Immediately after, the guide continues: Early access to major feature upgrades across all accounts. Experiment with our latest and greatest features before they’re available to everyone.Image 5 of 5What this coversThese updates will evolve into a "daily snapshot report", which will contain information about new reviews, average response time, etc.Next stepEarly access to major feature upgrades across all accounts. Experiment with our latest and greatest features before they’re available to everyone.
Beta Features
Early access to major feature upgrades across all accounts. Experiment with our latest and greatest features before they’re available to everyone.
