Index

The Experience.com http://experience.com system automatically identifies and flags reviews containing swear words. Common profanities are included in the automated scan for abusive content. Still, enterprise account and organization managers can customize

Account Managers manage entire Accounts, which can include many tiers and users. Account Managers have the following permissions/responsibilities within their accounts: Build and manage the account hierarchy, including all tiers. Create, update, and deact

Overview The Account Settings menu includes a variety of settings for the account to manage tier and user profile settings, social media settings, and reviews management settings. This menu is accessible and can be managed by Account Managers or Admins an

An Account typically represents a business division, DBA, or a separate business function of an Organization. Accounts may belong to one Organization but have their own billing, settings, products, and Hierarchy. Admins and Organization Managers can assig

Overview The Accounts List page offers two distinct views to cater to different administrative needs. The first view exclusively displays Accounts assigned to the Admin, providing a focused perspective on their responsibilities. The second view contains a

Within the XMP, users can be manually added individually or several at a time. A maximum of 10 users can be manually added. If more than ten users need to be added, the hierarchy uploader accepts bulk updates. Adding users manually is a quick and simple p

Listings managers are entrusted with efficiently managing listings data, ensuring it remains accurate and up-to-date when publishing to target sites. They are crucial in enhancing the company and professionals' online presence. On the other hand, tier man

Adding a tier to a hierarchy takes several steps, including creating the tier, adding a location, and activating the tier. The guide below outlines these steps so an individual can successfully add tiers to a hierarchy. Creating a Tier Applies to: Account

This feature is available only to PRO and Enterprise professionals. This feature allows you to enhance your profile's functionality and provide visitors with quick access to necessary actions, such as scheduling appointments, accessing resources, or linki

Overview Admins in the Experience Management Platform (XMP) are individuals, generally Experience.com http://Experience.com employees, responsible for specific administrative functions, including Organization and Account creation and management, individua

Overview Agile CRM is a cloud-based customer relationship management (CRM) software that provides businesses with a comprehensive suite of tools to manage their customer interactions and improve their overall sales and marketing efforts. Designed to help

Overview AMS360 is an agency management software designed for insurance agencies and businesses. It aids in managing policies, renewals, customer retention, and employee productivity. When integrated with Experience.com http://Experience.com (XMP), AMS360

Anonymous surveys provide a secure and confidential platform for individuals to share feedback or information without revealing their identity. This anonymity encourages respondents to provide honest responses, leading to more accurate data collection. Ho

Overview Experience.com http://experience.com/’s ARIVE integration solution allows enterprise customers to automatically send surveys to loan customers during and after key moments in the lending/homebuying process. The ARIVE integration allows you to: In

Overview Auto-Reply to Reviews in the Experience Management Platform (XMP) is a dynamic feature designed to elevate your online presence and customer engagement. This tool empowers professionals to actively respond to reviews, ensuring timely and personal

Overview The Ranking Score page within the campaign configuration is a pivotal component that allows users to define the weight and significance of each survey question and configure the algorithm for leaderboard rankings. It consists of two main sections

Overview BambooHR is a human resources information system (HRIS) that bundles HR features such as payroll, time tracking, employee engagement, an applicant tracking system (ATS), and more into one system. Experience.com http://experience.com/’s BambooHR i

Overview Brokermint is a Real Estate back office software. The complete easy-to-use real estate back office platform. Brokermint consolidates transaction management, commission calculation, and financial accounting into a single intelligent software solut

The Hierarchy Uploader is a powerful tool within the XMP (Experience Management Platform) designed to enhance the efficiency of account management, particularly in situations involving numerous users and complex hierarchical structures. This document prov

Overview BytePro is a loan origination system (LOS) designed for banks, credit unions, and brokers. It provides a variety of features to help lenders improve loan quality and efficiency. Experience.com http://experience.com/’s integration with BytePro let

Overview Calendly is a scheduling tool that simplifies the process of coordinating meetings and appointments. It allows users to set their availability preferences, share personalized scheduling links, and enable others to easily book time slots without t

Campaigns and surveys in Experience.com http://Experience.com can be delivered to recipients through email or SMS, depending on the configuration chosen by the creator. In the case of an email-only campaign, where there is no survey involved, the delivery

Each campaign on Experience.com http://Experience.com features its own dedicated dashboard, serving as a central hub for crucial performance metrics. By default, this dashboard displays the campaign's all-time statistics, with options to filter data for s

Within the Experience Management Platform (XMP), campaigns offer a versatile framework for orchestrating targeted communication strategies through both email and/or SMS channels over designated timeframes. Primarily designed for automation, campaigns stre

Logged-in users and managers can change their password by hovering over the experience.com http://experience.com login in the top left corner of the page and then clicking Change password. Screenshot 2023-10-24 at 11.59.51 AM.png Users can also change the

Welcome to the definitive guide on maximizing your online presence and winning new business through Experience.com http://Experience.com! Whether you're a seasoned professional or just starting in your field, claiming or creating your profile is the cruci

Experience.com http://Experience.com offers visitors the ability to select and compare up to four profiles simultaneously, facilitating a comprehensive assessment of key profile data. This includes crucial information such as ratings, business details, pr

Basic products and add-on products can be configured for accounts anytime from the Accounts list. Account and Organization Managers cannot manage the product list to avoid interfering with billing, but Super Admins, CS Admins, and Onboarding Admins can co

This document provides detailed instructions for Admins, Organization Managers, and Account Managers on configuring and managing bundles within their Experience.com http://Experience.com account. Bundles are collections of products that can be sold togeth

With Listings, Experience.com http://Experience.com is the one-stop shop for updating business information and projecting it to numerous target sites, most importantly, Google Business Profile. Listings Management allows professionals without a Google Bus

The Connections category in the Search Rank Score measures a professional's reach and online engagement by assessing their integration with social platforms and industry apps. By connecting with third-party sites like Google Business Profile and Facebook,

In the Experience Management Platform (XMP), transactions lacking the minimum required data to send surveys are flagged as corrupt and directed to the corrupt page in the unprocessed transactions section. A transaction is marked as corrupt if any of the f

Applies to: CS/Onboarding Admins XPAs Super Admins To create a new Organization: At the top of the Organization list, click + New Organization. Screenshot 2023-09-27 at 11.55.21 AM.png Fill out the required information to create the Organization: Organiza

Applies to: Organization Managers CS/Onboarding Admins XPAs Super Admins To create a new Account: At the top of the Account list, click + New Account. Screenshot 2023-10-10 at 11.32.12 AM.png Fill out the required information to create the Account: Accoun

Super Admins can create, manage, and deactivate other Admins as needed. To perform these tasks, navigate to the Admins section, accessible from the left-side navigation menu on the platform. Creating an Admin Select “Create New Admin” from the top right c

Elevate your online presence and effortlessly share your successes by updating your auto-post preferences. Managing your social media engagement is now simpler than ever. This guide will walk you through the steps to customize your auto-post settings, all

Overview In the Experience Management Platform (XMP), reporting is a crucial aspect achieved by compiling and analyzing information within specific functional areas like Hierarchy, Surveys, Publishing, Reviews Management, or any segment of the business ac

Deactivating a tier is a valuable feature in managing an account’s hierarchy, location profiles, and user assignments. This overview details the key aspects of tier deactivation, including the unpublishing of location profiles, tier reactivation, and mana

Deactivating users no longer active in an account is a good way to practice effective and organized account management. Managers of all kinds, including tier managers, can deactivate users from the (parts of the) hierarchy they manage. Deactivate a User A

Account Deactivation requires several steps before finalization to ensure safe Account closure without data loss or premature breakage in automation. To begin the deactivation process, an Account Manager, Organization Manager, or Admin must request the Ac

Overview DocuSign eSignature is document signing software that you can use to legally—and securely—collect approvals online in minutes. Used to replace lengthy manual signing processes, e-signatures speed the agreement process and maximize productivity. E

Overview Dotloop is the collaboration platform where over 1.2 million real estate professionals go to get deals done. By creating online workspaces called “loops”, Dotloop brings everyone involved in the deal together to share, edit, and sign documents, a

The Dropdown Question lets respondents select one response option from a list of options shown in a dropdown menu. Adding a dropdown to your campaign has many benefits, from minimizing the space you will use to making your campaign simpler and more organi

The Duplicate tab in the XMP compiles transactions with identical data to previous entries. This occurs when details are ingested for transactions already processed or if transactions with the same user-recipient details are ingested more than once within

Managers can modify tier profile information for tiers under their management. To initiate changes, managers can search or filter to locate the tier that requires updating. Editing tier profile information—encompassing contact information, business hours,

Managers can modify user profiles on behalf of individuals under their management. To initiate changes, managers can search or filter to locate the user whose profile requires updating. Editing profile information—encompassing contact details, address, we

Overview Experience.com http://Experience.com's campaign email delivery is a robust and versatile tool designed to optimize engagement throughout the survey lifecycle. Survey campaigns can host up to eight distinct emails, each strategically crafted for v

An email-only campaign is tailored for campaign creators seeking to convey information over a designated period without incorporating surveys or survey links. This campaign type exclusively consists of a series of email and/or SMS messages strategically c

Overview Experience.com http://Experience.com’s integration with Encompass lets enterprise customers send automated surveys to loan customers during and after key moments in the lending/homebuying process. The Experience.com http://Experience.com Encompas

Behaviors-Storyboard-final-14.png Featured pages Claim or Create Your Professional Profile Search Rank Score Viewing Incomplete Surveys Outcomes-Storyboard-final-10.png Popular topics Request a Review https://buyersroad.atlassian.net/wiki/spaces/Documenta

Connecting to Facebook offers professionals several features to enhance their online presence, including the ability to auto-post reviews on their page. An active Facebook connection also enables the importation of reviews from Facebook into Experience.co

Within the XMP and on professional pages on Experience.com http://Experience.com, individuals such as visitors, managers, and users can flag a review for removal. This feature serves as a mechanism to report reviews containing abusive, restricted, or proh

Overview Follow Up Boss is a customer relationship management (CRM) software for real estate agents and brokers. The software helps real estate professionals manage their leads, organize workflows, and streamline their client communication. Follow Up Boss

To force a password reset for a user or manager, first, locate the user on the user's side of the hierarchy and hover over the expandable menu in the Action column. In the menu, select Force Password Reset. Screenshot 2023-10-24 at 12.04.47 PM.png On the

If, during login, the user or manager does not know or remember their password, the Forgot Password button can be used to reset their account password and regain access to their account. If you have forgotten your password, click the Forgot password text

Overview At Experience.com http://Experience.com, the Gateway Promoter Score is a metric akin to the Net Promoter Score (NPS) but specifically tailored to assess the likelihood of customers or clients promoting the company on social media. This score is d

The Gateway Question at the end of a survey traditionally asks a respondent to rate their overall experience, with three options to select from: Great (green) Okay (yellow) Unpleasant (red) Screenshot 2023-11-21 at 4.47.05 PM.png A respondent’s selection

Overview AI-assisted manual replies provide a powerful tool for crafting thoughtful and relevant responses to reviews. This feature utilizes artificial intelligence to generate up to five unique replies to a review based on details such as the review text

Professionals have two methods to connect their Google Business Profile to their Experience.com http://experience.com/ account. The primary method, through PlaceID, offers the basic functionality of displaying a link to their Google Business Profile. Addi

Overview Greenhouse is the hiring operating system for people-first companies. From sourcing to structured interviewing and onboarding, their all-in-one software gives companies the tools to make better, fairer, and more confident hiring decisions. Experi

Overview HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction. Experience.com http://e

Hierarchy Structure Within each account, you'll find a hierarchy that defines the account's overall structure. This hierarchy is organized into multiple tiers, each with users assigned to them. The levels in the hierarchy align with the authority and orga

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Overview HROne is an HCM product developed by Uneecops Technologies Limited, an Indian-based IT solutions company. HROne offers various features such as employee information management, leave and attendance tracking, payroll management, performance evalua

Overview HubSpot is a cloud-based CRM designed to help align sales and marketing teams, foster sales enablement, boost ROI, and optimize inbound marketing strategies to generate more, qualified leads. Experience.com http://experience.com/’s HubSpot integr

An Image Question in a survey is a type of question that incorporates visuals, typically presenting respondents with an image and asking them to provide feedback or responses based on what they see. This question format is useful when visual elements are

The following outlines the minimum image requirements for various uploadable areas on the platform, including profile photos, gallery photos, cover photos, and awards photos. Profile Photos Aspect Ratio: Square (1:1) Rendering Size: 106px x 106px Image re

This feature is available only to Enterprise professionals. The Incompletes page is a centralized hub within the Experience.com http://Experience.com platform, offering comprehensive oversight of all incomplete survey transactions across campaigns and use

This document applies to: Super Admins The Individual Professionals Management section empowers Super Admins with the tools needed to oversee and optimize individual professional profiles on the platform. Divided into two key pages—the Email Verification

Integration and ingestion represent distinct processes within the Experience Management Platform (XMP), each serving a unique purpose and involving different types of software. Integration is the mechanism by which the XMP is connected to another system o

Ingestion Processing (IPRO) in the Experience Management Platform (XMP) is the pivotal process of transforming data from connected software or systems into campaign (survey) transactions within an account. After ingestion, the XMP systematically categoriz

Overview Insightly is a cloud-based CRM and pipeline management tool that makes it easy for teams to collaborate and work from anywhere. Depending on the plan, you can streamline a variety of pipelines, tasks, and workflows, whether for sales and marketin

Overview Insperity is a provider of human resource and business performance solutions. Their services include payroll administration, personnel records management, and health and workers' compensation insurance programs. Experience.com http://experience.c

Connecting to Instagram on Experience.com http://experience.com/ serves to display a link on the professional's profile, thereby increasing traffic and followers to their Instagram account. How to Connect to Instagram Navigate to the Connections page usin

Integration Primary Industry Served Integration Type Method Agile CRM Transaction Ingestion Zapier AMS360 Insurance Transaction Ingestion API ARIVE Mortgage Transaction Ingestion Zapier BambooHR Human Resources Transaction Ingestion API Brokermint Real Es

Overview Jira is a software application developed by the Australian software company Atlassian that allows teams to track issues, manage projects, and automate workflows. This issue-tracking tool is mainly used to track, organize, and prioritize issues, b

The Learning Center is accessible to all individual users via the left-side navigation menu in their account. It hosts short videos that explain and illustrate key concepts, features, and functions of the Experience.com http://Experience.com platform. Use

Overview Experience.com http://experience.com/’s LendingPad integration solution allows enterprise customers to automatically send surveys to loan customers during and after key moments in the lending/homebuying process. The LendingPad integration allows

In a Likert Scale question, a rating scale is used to measure opinions, attitudes, or behaviors. It consists of a statement or question followed by a series of answer statements. In a typical Likert scale question, there are three, five, or seven options

Professionals primarily connect to LinkedIn to automatically post reviews on their feeds. How to Connect to LinkedIn Navigate to the Connections page using the left-side navigation menu of your account. image-20240222-165803.png Find the LinkedIn tile on

Pro Listings Management empowers subscribed Enterprise and Pro Professionals to efficiently manage their business information across a wide array of platforms, comprising over 100 sites, directories, and search engines. With a user-friendly dashboard, pro

In the XMP, listings managers are key players entrusted with managing listings data efficiently and effectively. This guide provides an in-depth look at the roles, responsibilities, and capabilities of listings managers, helping you understand how they co

Overview Listings Management is a powerful tool designed to empower professionals and locations alike in managing their online presence effectively. For individual professionals, it offers a streamlined solution to maintain accurate business information a

The Locations Management page in Listings provides hierarchical managers with essential data and controls to effectively manage and publish location information across various web platforms. Key Data Overview At the top of the page, managers find key data

Within the XMP (Experience Management Platform), maintaining accurate and compliant profile information is paramount. To achieve this, the system offers a feature known as "Lock Settings" that allows managers to secure profile fields and categories, ensur

There are several login methods for the XMP, depending on who is logging in. Admins log in using this link: https://api.experience.com/auth/google_oauth2 https://api.experience.com/auth/google_oauth2 To log in to the sandbox testing environment, admins us

Tier Managers Tier managers play a crucial role within the XMP, responsible for managing specific tiers and overseeing the users within those tiers. Tier managers within the XMP have the ability to: Activate*, deactivate, and update the accounts of users

Flagged reviews require careful consideration and appropriate action to maintain the integrity of our platform. Admins and, in some instances, account/organization managers hold the responsibility of managing flagged reviews. This document explains how fl

Overview The Reviews Management section within the Experience Management Platform offers a robust set of tools for efficiently handling and responding to customer and user reviews. This document provides a comprehensive overview of the key features and fu

Overview Manually replying to reviews in the Experience Management Platform (XMP) is a personalized and engaging way for users, under specific permissions, to respond to customer feedback. Users and managers can respond authentically, addressing positive

A Matrix Question is a structured question format that presents a grid or table of related questions, often with the same set of response options for each row. This format is designed to efficiently gather responses on multiple related items in a compact

Overview Microsoft Azure is a cloud computing platform designed by Microsoft to successfully build, deploy, and manage applications and services through a global network of data centers. Integrating Microsoft Azure with the XMP allows you to: enable users

Overview Microsoft Teams is a collaboration platform developed by Microsoft. It is designed to facilitate communication and collaboration within teams or groups. Microsoft Teams integrates with the Microsoft 365 suite of productivity apps, providing a cen

When the system encounters a transaction with an agent email address not linked to an active user in the account, it designates the transaction as a Mismatch. Mismatch transactions are account-specific, even if an active user with the same email address i

Overview monday.com http://monday.com is a cloud-based open platform that allows businesses to create their own work management tools and applications. It started out as a work collaboration tool in 2014 and has expanded over the years to become a collabo

Once a user has been created, they can be moved around between tiers or even across accounts and organizations. When users are moved properly, they retain their reviews and profile information. Tier managers can move users between tiers that they manage,

A Multiple Choice question is a simple, closed-ended question type that allows respondents to select one or more answers from a pre-defined list of options. What Respondents See Screenshot 2023-11-06 at 3.18.24 PM.png When the radio button option is used,

Overview The Net Promoter Score (NPS) serves as a fundamental metric in gauging customer satisfaction and loyalty. Developed as a simple yet powerful indicator, NPS revolves around a single question: "How likely is it that you would recommend our product/

Overview Okta is a company that provides identity and access management (IAM) services. Their platform is designed to help businesses securely manage and authenticate users, ensuring that the right individuals have the appropriate access to systems and da

An Open-Ended Question prompts respondents to provide free-form, unrestricted responses, without predefined answer choices. The primary benefit of open-ended questions is their capacity to elicit rich and detailed qualitative information. By allowing resp

Overview The Organization List page offers two distinct views to cater to different administrative needs. The first view exclusively displays Organizations assigned to the Admin, providing a focused perspective on their responsibilities. The second view c

Organization Managers manage entire Organizations, which can include many Accounts and users. Organization Managers have the following permissions within their Organization: Create, update, and request deactivation of Accounts Build and manage the Hierarc

The Organization Users List The Organization Users list displays all Users within the Organization (across all Accounts in the Org). Screenshot 2023-09-27 at 3.15.11 PM.png Columns The list has the following columns: Name & email (sortable) Account Roles

An Organization represents an individual business entity within the platform. Its primary purpose is to structure and organize Accounts and Users, facilitating efficient management and oversight. For an Organization to be active, a minimum of one Account

Organizations An Organization represents an individual business entity within the platform. Its primary purpose is to structure and organize Accounts and Users, facilitating efficient management and oversight. For an Organization to be active, a minimum o

Overview Paperless Pipeline is a transaction management system (TMS) used in real estate. Experience.com http://experience.com/’s Paperless Pipeline integration solution allows enterprise customers to automatically send surveys to real estate customers du

This feature is available only to PRO and Enterprise professionals. Formerly known as Partner Promotion, the Partners Center is a powerful module that empowers professionals to highlight trusted partners or colleagues to their network by pinning and promo

Passwords used to log in to the XMP must meet the following minimum requirements: Must contain at least eight (8) characters and a maximum of (30) characters. Must contain below conditions: 1 lower-case letter (a-z) 1 upper case letter (A-Z) 1 Numeric Val

Overview Pipedrive is a deal-driven customer relationship management https://www.pcmag.com/picks/the-best-crm-software CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. Piped

It's essential that all uploadable images meet specific standards to ensure a consistent and high-quality visual experience across the platform. This document outlines the technical and aesthetic guidelines for various types of images that can be uploaded

Pro Listings Management empowers subscribed Enterprise and Pro Professionals to efficiently manage their business information across a wide array of platforms, comprising over 100 sites, directories, and search engines. With a user-friendly dashboard, pro

Search engines prioritize NAP Data (Name, Address, Phone Number), stressing the importance of having a complete professional profile for consistency and accuracy. Essential details like basic information, contact details, offerings, personal information,

At Experience.com http://Experience.com, we understand that controlling your profile's visibility is important. While complete profile removal is not available, you can unpublish your profile at any time. Unpublishing hides your profile from search result

Overview QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation. Experience.com http://experience.com/’s QQCatalyst integration solution allows enterpr

There are over ten unique question types available for use when building the survey questions of a campaign. There are several options available for both open- and closed-ended question types, and each question is fully customizable in terms of the labels

A Ranking Question is a survey question that asks respondents to prioritize or order a list of up to 10 items based on their preferences, importance, or other criteria. The benefit of ranking questions lies in their ability to discern the relative importa

In a Rating Scale question, respondents are asked to select a number or symbol on a scale to rank attributes or display feelings/emotions about a given interaction. The Rating Scale question includes an option to choose a 1-5 or a 1-10 scale. What Respond

Applies to: Account Managers Organization Managers Admins Overview Tier and listings managers can easily be reassigned to ensure they have the proper access to the tiers and permissions needed to manage their work. The steps below outline how to reassign

This feature is available only to Pro and Enterprise professionals. The Referral Center serves as a comprehensive platform for optimizing professional connections, exclusively available to Pro and Enterprise professionals. By leveraging meticulously craft

Collecting and Managing Reviews Request Reviews, Importing Reviews from the Web Promoting and Sharing Reviews Review syndication to multiple sites widgets Experience.com http://Experience.com Search Search Rank Score Search Rank Game In-Market Search Lead

Overview Replying to reviews within the Experience Management Platform (XMP) is a crucial practice with multifaceted benefits. Beyond demonstrating active engagement with customers, responses contribute to building trust and credibility by showcasing tran

If you are a professional transitioning to a new organization and wish to bring your hard-earned reviews with you, Experience.com http://Experience.com offers a simple and efficient process for transferring reviews between profiles. Follow the steps outli

Problem: Upon entering login credentials, Users and Account Managers using Google Chrome may encounter a blank screen with the URL: image-20240308-171459.png Google Chrome prioritizes data security and periodically requires users to update their browser v

To maintain the authenticity of our public review platform, Experience.com http://Experience.com upholds a stringent policy governing the removal or transfer of reviews. This policy encompasses all content formats, including reviews, photos, videos, links

In the XMP, reviews come in various types, each offering unique insights into customer experiences. Each review is labeled according to its type, providing transparency and clarity. Reports further enhance the identification process, allowing users to dis

Reviews and Replies significantly influence the Search Rank Score of professionals, serving as pivotal elements in enhancing their online visibility. To bolster their presence on search engine result pages, professionals should prioritize acquiring recent

The Reviews Management page provides users a comprehensive interface to interact with reviews. Actions include replying to reviews, flagging reviews for removal, accessing additional details from the attached survey, sharing reviews on social media, and m

The Reviews Management Activity Feed serves as a centralized log documenting all actions related to reviews within an account, including: replies to reviews (and deletes/edits to replies) flagged, archived, and restored reviews transferred (moved/copied)

Overview The primary intent of integrating the XMP with Salesforce Sales Cloud is to pull in transaction data and automatically send verified surveys to applicable transaction recipients. The Experience.com http://Experience.com Salesforce Sales Cloud int

Overview Campaign delivery in the platform offers a range of scheduling options tailored to meet diverse communication needs. Campaign creators can opt for recurring delivery, specifying days and time ranges for campaigns to be systematically dispatched.

Visitors on Experience.com http://experience.com have the ability to search and browse through professional profiles. The platform boasts a comprehensive database of over 20 million professionals in the United States, facilitating visitors in finding the

The Search Rank Score by Experience.com http://Experience.com is a comprehensive 850-point rating system designed to evaluate a professional's visibility in online searches. By taking recommended actions and striving for the maximum score, professionals c

The Secondary Workflow refers to an additional set of actions or processes that are initiated based on the responses collected during the survey. The survey captures the main set of data, often addressing the primary objectives or questions of the survey,

Overview Each campaign’s Setup Configuration empower accounts to finely tailor their survey campaigns by defining specific conditions and triggers. This documentation will guide you through the settings, source selection, and conditions to optimize your c

In order to send surveys for other than the default roles mentioned below. we can add it via custom fields as custom roles. These are the Default Custom Roles supported in SFTP. Customer1 Customer2 Participant1 Partner1 Partner2 Plan for Development: Go

Overview Secure File Transfer Protocol, or SFTP, is a secure method for transmitting files through a reliable data stream. It is particularly crucial for customers using LOS/POS/CRM systems not directly integrated with the XMP, as it provides a highly sec

Overview Experience.com http://Experience.com provides professionals with dynamic tools to share and showcase valuable reviews, enhancing their online presence and reputation. With the flexibility of both manual and automated sharing options, users can ef

Single sign-on (SSO) is an authentication method that enables users to authenticate their experience.com account securely using just one set of credentials that they already have. The XMP currently supports single sign-on using credentials from the follow

Overview SkySlope is a real estate transaction management software designed to help brokers store, manage, and audit documents to ensure compliance. The platform enables administrators to track emails and text messages between real estate agents and clien

In a Slider Scale question, respondents are asked to rate or evaluate something by sliding a marker along a linear scale. The scale often ranges from one extreme to another. Slider scale questions are beneficial because they have the ability to capture nu

Overview Smartsheet is a software as a service offering for collaboration and work management, developed and marketed by Smartsheet Inc. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a

Overview Experience.com http://Experience.com streamlines the use of SMS contact in campaigns with the provision for customization across up to eight unique messages, mirroring the structure familiar from email setups. This includes an initial request, up

Overview Social Monitor empowers enterprise customers to oversee social media activities conducted by their agents proactively. This tool serves a multifaceted purpose, alerting managers to inappropriate posts, facilitating post removal, enabling escalati

Experience.com http://Experience.com hosts three distinct user types: free, PRO, and Enterprise users. Free users have claimed their profiles and enjoy basic platform features, including access to the Search Rank Game and personalizing their Experience.co

A survey campaign is a fundamental component of the XMP’s functionality, designed to automate the communication and collection of feedback. It serves as the backbone of survey activities, encapsulating everything needed to conduct effective surveys, begin

Overview The Campaign Settings are the control center for tailoring and optimizing your survey campaigns on the Experience.com http://Experience.com platform. The campaign’s settings include the following: General Settings, Delivery Settings, Review Setti

Campaign templates are purpose-built tools that offer a streamlined and expert-approved starting point for Account and Organization Managers in the campaign creation process. These templates are thoughtfully crafted with insights from our CX and EX expert

Account suspension is a powerful tool that should be used with caution as it impacts all tiers and users associated with an Account. It is typically employed for non-payment of dues but can be applied for other temporary reasons as well. Reasons for Suspe

Overview Tableau is a visual analytics platform transforming the way we use data to solve problems—empowering people and organizations to make the most of their data. It helps users create different charts, graphs, maps, dashboards, and stories for visual

Before activating a survey campaign and engaging with live data, ensuring a seamless and error-free survey experience is paramount. To facilitate this, the XMP offers a crucial feature – the ability to test the survey without activating the campaign. Simi

Tier managers play a crucial role within the XMP, responsible for managing specific tiers and overseeing the users within those tiers. This guide outlines the roles and responsibilities of a tier manager. Assigning Tier Managers Tier managers can be assig

The Tier Settings menu encompasses both tier-specific settings and permissions, which are used for the tier’s public page and also designated as defaults for users created and assigned to that tier. Within this menu, various aspects can be configured, inc

The different levels of the Hierarchy are called tiers, and the labels given to those tiers (branch, region, division, etc.) vary based on the blueprint of the Account. Users are assigned within tiers to organize the structure of the account and to automa

Overview The ingestion integration with Total Expert allows Experience.com to ingest transaction data from Total Expert, automating survey campaigns within the Experience Management Platform (XMP). Beyond survey automation, managers and administrators can

Transaction Monitor in XMP is a feature that tracks and analyzes user interactions with customers, termed transactions, captured through configured ingestion connections. Each transaction must meet specific conditions to trigger a survey campaign. Unsucce

Managers and admins have various options when it comes to transferring reviews. They can choose to move a review to the desired destination, or create a copy of the review and move it to the desired destination while retaining the original review in its p

Profile During routine data updates, your information might have been mistakenly identified as belonging to another individual, resulting in multiple profiles. We apologize for any inconvenience this may have caused. To merge these profiles and ensure tha

The Uncollected tab in the XMP houses transactions that lack data matching the send criteria for any active campaigns. During the ingestion process, the system compares transaction details against the conditions set for campaigns on the Set Conditions pag

Applies to: Tier Managers Account Managers Organization Managers Admins Overview Tier managers can opt-in to email notifications for survey completions (when users they manage receive reviews) and for replies to reviews (for users they manage). While the

Applies to: CS/Onboarding Admins XPAs Super Admins To update the basic identifiers associated with the Organization: Locate the Organization to be updated in the Organization List. Hover over the downward arrow in the Action column and select Edit. Screen

Easily enhance your Experience.com http://Experience.com profile by upgrading to a PRO subscription. This guide walks you through the simple steps to select your subscription plan, apply any promo codes, and finalize your payment. Follow these instruction

An Upload Question is a survey question that allows respondents to upload and submit files or documents as part of their response. Unlike traditional text-based questions, which elicit written or numerical responses, upload questions provide a way for res

A user’s settings include basics like their name and email address but also reviews management settings, like reply to review and import settings, and social share settings, including auto-post thresholds. Several other settings including the user’s email

In the XMP (Experience Management Platform), user roles are often referred to as agents or professionals. Among the different roles in the XMP, only agents have a profile page. These agents have logins that give them access to profiles and dashboards and

The Hierarchy page provides a comprehensive view of all the tiers within an account's hierarchy. This page is designed to make navigating and managing your account’s structure efficient and user-friendly. Admins, organization managers, and account manager

This feature is available only to Pro and Enterprise professionals. The Web Analytics feature offers in-depth insights into a professional's primary website, providing valuable data on key parameters crucial for optimizing SEO performance. For Pro and Ent

What is a Good Search Rank Score? Just as a credit score reflects an individual’s financial health, the Search Rank Score on Experience.com http://Experience.com is a professional’s digital footprint in the world of online visibility. Achieving a high Sea

Overview The Experience.com http://Experience.com widget empowers users and tiers to seamlessly embed reviews on their web pages, creating an engaging display of all reviews for a specific user or tier, along with the total count and average score. Users

The Local Search Boost upgrade is an advanced feature exclusive to PRO users on Experience.com http://experience.com, aimed at amplifying professionals' visibility within specific geographic regions. This premium enhancement enables professionals to purch

Overview WooCommerce is an e-commerce plugin for WordPress. It makes creating and managing an online store simple, with reasonable levels of flexibility and several vital features such as inventory and tax management, secure payments, and shipping integra

Overview Workable Software is a software-as-a-service that provides an applicant tracking system and recruitment software to support and manage the hiring process. Experience.com http://experience.com/’s Workable integration solution allows enterprise cus

Requesting Reviews Requesting reviews is a fundamental practice for professionals seeking to thrive in the digital landscape. These testimonials from customers, clients, or peers serve as potent tools to build credibility, foster trust, and enhance their

Professionals primarily connect to X to automatically post reviews on their feeds. How to Connect to X (fka Twitter) Navigate to the Connections page using the left-side navigation menu of your account. image-20240222-165803.png Find the X tile on the Con

XMP Core serves as the foundational platform for Admins and Organization/Account/Tier Managers, delivering essential access controls and enterprise features. This platform establishes the basis of your SaaS journey by providing secure and powerful tools f

Experience.com http://Experience.com introduces the Professional Dashboard, a comprehensive tool designed to empower users (professionals) to optimize their online performance and secure top positions in search results. With a user-friendly interface and

Overview Zenefits is a Software as a Service (SaaS) company that offers a cloud-based human resource information management (HCIM) platform to businesses for managing multiple HR services such as benefits, payroll, compliance, paid time off, health insura

Professionals have the option to connect to Zillow, enabling them to import reviews from Zillow into Experience.com http://experience.com/. They can then respond to these reviews, which are showcased on their Experience.com http://experience.com/ profile.

Overview Zoho CRM is an online Sales CRM software that manages sales, marketing, and support in one CRM platform. Experience.com http://experience.com/’s Zoho integration solution allows enterprise customers to automatically send surveys to customers duri