Support Services

Sending Merchant Closure Survey

The Merchant Closure Survey will be sent to merchants via Survey Monkey.

 

  • Go to the Merchant Closure Survey in Survey Monkey

 

  • Click on Collect Responses

 

  • Select Add New Collector, and choose the Email Collector option

 

  • You will enter in the recipients from your vetted list in the Send To space.
    1. Try doing a concatenate formula in excel to string the email addresses

 

  • Subject Line: Feedback Re: Your Experience with Forte Payments

 

  • Message: Our records indicate you have recently closed your account with Forte. We are sad to see you and would love to take the opportunity to gather your feedback. Your feedback is important to us and will allow us the opportunity to identify any areas in which we can improve our customer’s journey.

 

Follow the prompts to finalize the options and then sending the survey out. You can send the survey now or delay sending it out to a later time (depends on survey initiative).

Make sure to customize the options regarding survey cut off time, and automatic reminders before sending the survey. These options will vary per survey.

 

 

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