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It could be as quick as just 48-72 hours from when you place your order. Usually, it’s within two weeks of placing an order, because we need to source the best shoppers, verify their availability, and educate them on your specific requirements. Your specific geographical location(s) will also affect this – those in outlying/rural area may take longer. Even though we have more than 1 million evaluators in our proprietary panel, the panel mirrors where the population is, but rest assured, we can cover any geographical location.
No way! But, you can easily re-order, and you can also place a recurring order.
Only if you place a recurring order, or want to easily re-order. If you are placing a one-time order, you can check out as a guest without creating an account.
CustomerOptix has more than one million independent shoppers who have signed up in our panel throughout North America, and we have extensive demographic information about each of them. We assign them based on the quality of their past work for us, geographical proximity to each location, and the general profile of your typical customers.
Shoppers are provided with a combination of videos, written documents, and online instruction on your requirements.
Before it is sent to you, every report is read word-for-word and score-for-score by one of our specially-trained employee QA specialists. They make sure that the shoppers have followed your requirements, complied with our quality & performance standards, and performed great work. They also provide the shopper with detailed feedback and grade them on each report, so that they know how they've done. Shoppers must maintain a minimum grade average to continue to receive future shop offers, and the higher-graded shoppers receive more shop offers.
We're obsessive about quality. Though our system has many automated checks in it, every report is reviewed by an actual human. Our robust QA process includes a 28-point integrity-validation checklist. Included in this is geo-coding on reports, requiring receipts to be submitted when purchases are made, and more.
Yep! You can add up to five questions of your choice to the form, at no additional fee. Questions can be formatted as yes/no, multiple choice, or open-ended.
Yes! We'll be happy to help you setup a custom program. In order to cover setup and additional costs at our end, it requires a small one-time fee, and a minimum 6-month commitment. But we know you'll love the work so much that you'll stay with us much longer!
It’s easy - just enter the name or address of your location(s) and the system suggests locations to select from. When you see yours, click on it and the system does the rest. If you are getting shopped via phone or website, simply enter your phone number or website URL instead.
As often as you like! You will enter the frequency details for your locations at checkout and will have options to choose from including weekly, monthly, and quarterly. All orders can be set up as one-time or recurring.
Absolutely not. As long as you have set up an account, you can access your order history, including all locations previously shopped.
Yes. Reports can be sent to multiple people via email, and you simply enter that information when you place your initial order.
This feature is coming soon. You'll be able to view and download individual surveys, as well as summary/roll-up reports that allow you to compare trends over time, locations, questions, etc.
Once you begin inviting your customers to take the survey, you’ll receive each survey immediately after it’s submitted by each customer.
Your credit card is processed at the time you place your order. For monthly orders, it will be charged 5 days before the 1st of the new month, and that charge covers the new month. For example, if you place an order on January 10, that covers the remainder of January, and you will be charged again on January 26th for the February calendar period.
We accept all major credit cards.
Simply login to your account, and there will be a button next to your order(s) that allows you to do this.
Yes. Reports can be sent to multiple people via email, and you simply enter that information when you place your initial order.
First, please read through these FAQs to see if your questions are addressed here. Live assistance is offered via chat, M-F 9am-5pm eastern, at www.customeroptix.com. You can also email help@customeroptix.com.
Quickly after you place your order, you will receive a confirmation email along with two codes for the survey invitations: a web URL link, and a QR Code. You can then invite your customers to take the survey in a number of ways:
• Program your POS system to print them on receipts/emails
• Print them on signage to place in your location(s)
• Send them to your customer list via email or SMS
You can add up to five questions of your choice to the form, at no additional fee. From our 24+ years of experience, we know that with customer surveys it’s important to keep them short in order to increase submissions and get accurate feedback.
Not currently, but we might in the future. If you have a need for this now, please contact us.
It’s easy – as you enter the name or address of your location(s) and the system suggests locations to select from. When you see yours, just click on it. If you are setting up a survey program for a phone-based or website-based experience, simply enter the phone number or website URL instead.
Absolutely not. As long as you have set up an account, you can access your order history, including all previously-entered locations.
We've designed each survey to promote high submission rates, but this will still happen. Usually the information they do submit is still valuable, so you'll receive all surveys that a customer begins, whether fully-completed or not. That's one reason we created an all-inclusive, unlimited-surveys pricing model.
Because these are survey responses from your actual customers, the reports you receive contain exactly what your customers submit.
This feature is coming soon. You'll be able to view and download individual surveys, as well as summary/roll-up reports that allow you to compare trends over time, locations, questions, etc.
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