How can I use HubSpot to gather post-purchase feedback?

Step 1: Log in to HubSpot

• Access the HubSpot login page.
• Enter your credentials to sign in.

Step 2: Navigate to the Marketing Tab

• From the main dashboard, click on the "Marketing" tab in the upper navigation bar.

Step 3: Access the Forms Tool

• Under the "Lead Capture" dropdown, select "Forms."

Step 4: Create a New Form

• Click the "Create form" button.
• Choose "Regular Form" for this purpose.

Step 5: Design Your Feedback Form

• Drag and drop the desired fields onto the form. Consider fields like:
• Rating (1-5 stars)
• Comments or feedback text box
• Multiple-choice questions about product satisfaction or areas of improvement
• Ensure questions are clear and concise to get actionable feedback.

Step 6: Adjust Form Settings

• Click on the "Settings" tab.
• Under "Form Name," provide a relevant name like "Post-Purchase Feedback Form."
• Configure other settings as required, including redirecting to a thank-you page after form submission.

Step 7: Publish the Form

• After finalizing the form design and settings, click on the "Publish" button.

Step 8: Navigate to Automation Tools

• Go back to the main dashboard.
• Hover over "Automation" in the navigation bar and select "Email."

Step 9: Create a Follow-up Email

• Click on the "Create email" button.
• Select a template that aligns with your brand's aesthetics.
• Craft a compelling email to encourage customers to provide their feedback. Be sure to:
• Thank your customers for their purchase.
• Explain the importance of their feedback.
• Insert the link or embed the form you created earlier.

Step 10: Set up an Email Workflow

• Go back to the "Automation" tab and select "Workflows."
• Click "Create workflow."
• Select "Start from scratch."
• For your trigger, choose something like "Order completed" or "Product delivered."
• Add the action to send the follow-up email you created.

Step 11: Activate the Workflow

• Once you've set up your triggers and actions, click "Review" and then "Turn on" to activate the workflow.

Step 12: Monitor Feedback Responses

• Periodically check the responses to your post-purchase feedback form.
• Utilize the "Reports" tab in HubSpot to analyze the data.

Step 13: Adjust Based on Feedback

• Implement actionable changes based on the feedback received.
• Periodically update the questions on your feedback form to ensure relevance.

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