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.