Yembo's simple process let's you invite your customer to complete a home survey, so our technology can analyze their belongings and help you generate a quote much faster than traditional methods.
There are two ways you can schedule a Self-Survey:
Adding a new contact: If a customer move record has not yet been created.
Opening an existing move: If a customer move record has already been created.
Option 1: Steps to schedule a Self-Survey by adding a new contact
Click "Add Contact":
2. Update each field on the right side of your screen with the appropriate information.
Company: Your company's name
Assign to: The name associated with your account
You can select another member of your company via the dropdown, if needed.
First Name & Last Name: Your customer's name
Phone Number & Email: Your customer's contact details
Important: Make sure to use a mobile number and active email address since this information is used when sending Yembo links.
Move Date: The dates of your customer's move
Expected Survey Date & Time: When your customer plans to recored their survey
Tip: We recommend asking your customer when they plan to record their survey and adding it here so it's easy to reference in the future.
Tip: While only a first and last name and phone or email are required to send a Yembo link, we recommend that you enter any other valuable information you may have as notes about the contact (i.e. number of bedrooms, square footage... etc.). These notes will be added to the move overview, but will not visible to the customer.
3. Review and select "AI Self Survey" from the dropdown:
4. Ensure the appropriate survey invite types are checked based on the contact information entered for your customer:
5. Review and/or update the origin and destination locations.
6. Send your survey invite.
Add and Send Invite: click if you are adding a new contact and sending a survey invite
Send Invite: click if you have already created the customer move record and are only sending the survey invite at this time
Congratulations! Your customer's Self-Survey link has been sent!
Option 2: Steps to schedule a Self-Survey for an existing move
Open your customer's move record:
2. Go to the "Overview" tab.
3. Click "Create Survey"
4. Select "AI Self-Survey" from the dropdown menu:
5. Select how you'd like to send the survey link from the options available (SMS, Email, Copy URL):
6. Click "Send".
Congratulations! Your customer's Self-Survey link has been sent!
If you need to make changes to the due date or cancel the request, select the 3 dots on the right. To learn more about rescheduling surveys, read here.
Here are a couple short video tutorials of the scheduling and rescheduling process:
To watch a quick demo of what your customer's survey experience is like, click here.