How to utilize surveys

Manage your platform surveys.

Surveys

Send a message to your guest(s) in the form of a question where the platform tracks the response. Automate specific responses based on the guest reply.

Created by admins, all user have access.

Create

Edit

Send

- Guest Chat

- Automated

- Reservations

Delete

Analytics

Create

1. Go to the Company tab inside Whistle
2. Select the Surveys section
3. Click the Create New Template
   
4. Fill out Survey Details
   1. Survey Title - not seen by guest
   2. Question - text sent to guest starting interaction
   3. Answer Type
      1. Options - text based "yes" or "no"
      2. Range - number based 1-10
5. For automated replies, scroll down to click Add Follow Up
   1. Set time to be delay (suggested 0)

   2. Type message or utilize message icons for additional services

      1. Templates

      2. Variables

      3. Widgets

      4. Google Translate

      5. Emojis

      6. Upload

      7. Upsell (Premium & Enterprise)

   3. Click Save
6. Click Save
   

Edit

1. Go to the Company tab inside Whistle
2. Select the Surveys section
3. Click the Pencil Icon next to the survey template you wish to edit
   
4. Edit Survey Details
   1. Survey Title - not seen by guest
   2. Question - text sent to guest starting interaction
   3. Answer Type
      1. Options - text based "yes" or "no"
      2. Range - number based 1-10 [SELECTED IN EXAMPLE]
5. For automated replies, scroll down to click Add Follow Up or edit saved auto responses
   1. Set time to be delay (suggested 0)
   2. Type message or utilize message icons for additional services

      1. Templates

      2. Variables

      3. Widgets

      4. Google Translate

      5. Emojis

      6. Upload

      7. Upsell (Premium & Enterprise)

   3. Click Save
6. Click Save
   

Send

Guest Chat:

1. While in the Guest Chat tab

2. Click Start Conversation

3. Select Start Survey

4. Create New survey or click + Use Survey Template

5. Click Next at the top right

6. Add guest(s) or upload csv/excel file of guest(s) details from your PMS/reservation system

7. Click Next at the top right
8. Click Send Survey or Schedule
   

Automated:

1. Go to the Automation tab inside Whistle

2. Select Automated Messages

3. Click + New Automated Message

4. Create Title - not seen by guest

5. Select Recipients

   • In-House (by Checked-in) 
   • In-House (by Arrival)
   • In-House on Date
   • Day before Arrival
   • X Days before Arrival
   • Arriving Today [SELECTED IN EXAMPLE]
   • Day after Arrival (Stays longer than 1 day)
   • X Days after Arrival
   • Mid-Stay (Stays longer than 1 day)
   • Day before Departure
   • X Days before Departure
   • Departing Today
   • Day after Departure
   • X Days after Departure
   • INTEGRATION REQUIRED: PMS Reservation Created 
   • INTEGRATION REQUIRED: PMS Reservation Checked In 
   • INTEGRATION REQUIRED: PMS Reservation Checked Out
   • INTEGRATION REQUIRED: PMS Reservation Canceled
6. Add Conditions (if any) 
7. Schedule when the message runs
   1. One-Time (scheduled)
   2. Repeating (automated) [SELECTED IN EXAMPLE]
8. Select Days when message runs
   1. Sunday
   2. Monday
   3. Tuesday
   4. Wednesday
   5. Thursday
   6. Friday
   7. Saturday
9. Select Send Time
10. Chose automation type - Message Guest
    
11. Choose if you want to enable Multi-Reservation Messaging (optional)
12. Select Messaging Channel if you have any others enabled (eg. email, whatsapp)
13.  Click + Use Survey Template  and select template
14. Click Create
    

Reservations:

1. While in the Reservations tab

2. Search for guest

3. Select guest name

4. Click Start Conversations
   
5. Select Survey
6. Create survey question or click + Use Survey Template
7. Click Next at the top right
   
8. Recipients will be displayed to confirm, click Next
   
9. Click Send Survey or Schedule
   

Delete

1. Go to the Company tab inside Whistle
2. Select the Surveys section
3. Click the Red Trash Can next to the survey template you wish to remove
   

Analytics

1. Go to the Company tab inside Whistle
2. Select the Surveys section
3. Click the Analytics Icon next to the survey template you wish to review