NPS / CSI Instructions

 
 

STEP 1: Activate Your Account

You will be receiving an 'Account Activation' email from PureDMS.  Once you receive the email click the ==>Activation Link and enter the 'Password'. 

 
 
 

STEP 2: Login To Your PureDMS Account 

 
 
 

STEP 3: Add Customers

If this is your first customer you will see 2 options. if you already have customers under that business click the “add customer” button in the upper left. 

 
 
 
 

STEP 4: Enter Customer Information

Fill in the form by entering the customers First Name, Last Name and Email address. 

 
 
 
 

STEP 5: The Customer Will Show In Your Dashboard 

 
 
 
 

STEP 6: Set Communication Preference

Set your communication preference to automatic to start sending feedback requests.