Getting Started with Delighted CX

In this article:

• The CX strategy.
• Start a CX project — quickly!
• Help Center & in-app help Beacon.

Suggested next article: Creating and Managing CX Projects

The CX strategy

CX projects are workspaces for crafting, sharing, and analyzing your surveys.

Each CX project is built around a "Primary" metric question that helps organize, segment, and prioritize incoming feedback. Primary questions can include NPS, CSAT, 5-Star, CES, Smilies, and more. Each is built on an industry-recognized, tested, and proven survey method. 

As you can see above, an open-ended "Comment" question follows the Primary score selection by default, and you can add up to 10 Additional questions if you need to dive deeper into customer experiences and lifecycles. 

Use your CX Dashboard to track your survey campaign in real-time. Access an array of reports, analytics, trends, alerts, filters, integrations, and distribution metrics — all from the convenience of the Dashboard seen here.

Back to top

Start a CX project — quickly!

Create and launch a project in 7 simple steps.

1	Click “Create a new project”	If this is your first project, you'll skip this step
2	Pick your Primary metric question	Choose from NPS, CSAT, 5-Star, CES, PMF, eNPS, Thumbs, or Smilies and more If you select Start from Scratch, you'll jump to the ever fast and flexible Delighted Surveys
3	Choose a Distribution platform	Pick from Email, Web, Link, Kiosk, Mobile SDK, Embed to start Add multiple distribution methods later if you wish
4	Add your Branding	Change color scheme, button style, and logo Alter your Metric question, Email settings, Intro message, Translation, Comment question Click "Next: Additional questions" to advance
5	Include Additional questions	Additional questions are optional Include up to 10 new questions Click "Next: Thank you page" to advance
6	Adjust your Thank you page	Editing your Thank you message is optional Click "Save Changes" to advance
7	Finalize your distribution platform(s)	Finalizing varies based on the distribution platform(s) you've selected — Email, Web, Link, Kiosk, Mobile SDK, and Embed Share your CX survey far and wide!

Sign in and get started today! 

Back to top

Help Center & in-app help Beacon

The CX Help Center is a complete compendium of everything there is to know about Delighted CX. Use topical navigation or search to find what you are looking for.

Check out the Admin Training & Certification course. If you have Admin responsibilities, this course is for you.

And subscribe to our Youtube channel for additional training and best practice videos.

About our in-app help Beacon

As you are working, use our convenient support "Beacon" to get immediate in-app answers and assistance. It's nimble and quick:

1

Open the Beacon → by clicking the Comment icon in the bottom right-hand corner of every Delighted page

The Beacon is context-sensitive. As it opens, the article you're looking for is probably in the list. 

2

Search the Beacon by keyword → which instantly populates relevant Help Center articles

3

Click the "Ask" button to send a note to our Customer Concierge team → or reach out to our team by sending a note to hello@delighted.com

Back to top