Customer feedback & NPS survey portal

A customer feedback and NPS portal is where customers answer a 0–10 survey on a public page, the team sees promoter and detractor counts as responses arrive, and feedback worth acting on becomes a follow-up someone owns on a board.

Pattern: Requests

Describe it to Pory

“We survey customers with the NPS question. Responses should come in through a public form, we want promoter and detractor counts on a home page, and a board to act on what people tell us.”

Viewing as

Survey

Collect & act

Collect responses

What happens to your answer

Your score and reason go straight to your account manager, who reads every one. If something's wrong, they'll be in touch within two business days.

It takes two minutes and needs no account. We ask once a quarter, so you won't hear from us again until January.

Powered by Pory

In plain English

How Pory sets it up

Pory gives every customer success lead and account manager a sign-in of their own. It covers collect & act. Responses, follow-ups, accounts and customer success team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Customers score you 0 to 10 on a public survey page

Survey answers used to pile up in a form tool's own spreadsheet, a long way from the accounts they were about. In Pory customers open a public survey page, give a score from 0 to 10, say why, and add their name and company, with no account needed. Each answer arrives as a response the team can act on.

Public pages & formsDone by: Customer success lead
02

Promoter and detractor counts are live on the home page

Seeing how customers felt meant pulling survey results into a spreadsheet and counting rows by hand. In Pory each response keeps its 0 to 10 rating, the customer's reason and its group (Promoter, Passive or Detractor), and the team's home page counts responses, promoters and detractors as they come in. Nobody counts rows by hand the night before the board meeting.

Counts, totals & averagesDone by: Customer success lead
03

Each detractor's complaint becomes a follow-up someone owns

Detractor comments were read, nodded at and forgotten, because nobody owned doing anything about them. In Pory each piece of feedback worth acting on becomes a follow-up with an owner and a due date, and the team drags it from To do through In progress to Done. The customer who scored you a 3 hears back before they cancel.

Board by statusDone by: Customer success lead

Who sees what in a customer feedback & NPS portal

Every person signs in to their own view. This is what each role in the demo gets.

Customer success lead

Sees every response in the portal.

Pages
Home, Follow-ups, All responses, Accounts, Follow-up playbook

Account manager

Sees the responses assigned to them.

Pages
Home, My follow-ups, My customers, My accounts, Follow-up playbook

What’s in the customer feedback & NPS portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Responses

  • Name (text)
  • Score (0–10) (number)
  • What's the main reason for your score? (long text)
  • Company (text)
  • Email (text)
  • Received (date)
  • Account manager (link)
  • Triage (choice: New, Follow-up logged, No action needed)
  • Group (choice: Promoter, Detractor, Passive)

Follow-ups

  • Follow-up (text)
  • Response (link)
  • Owner (link)
  • Due (date)
  • What happened (text)
  • Status (choice: To do, In progress, Done, Won't do)

Accounts

  • Company (text)
  • Account manager (link)
  • Plan (choice: Starter, Growth, Scale)
  • Renews on (date)
  • Monthly fee ($) (number)
  • Health (choice: Healthy, Watch, At risk)

Customer success team

  • Name (text)
  • Role (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

1 part
  • Public pages

    An application page, a notice board, an open directory: pages and forms anyone can use without signing in, on your domain.

Decide

1 part
  • Board by status

    Cards in columns. Drag a record to move it along.

Share

1 part
  • Counts, totals & averages

    Live figures over the records a viewer is allowed to see.

Control

3 parts
  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

The public pages: Survey. Anything about a particular person stays behind their sign-in.

Build your customer feedback & NPS portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited customers.

See pricing · How Pory builds a portal