Staffino XM Platform

Easy Demo User Guide

How to Use Staffino Experience Management Platform

Staffino XM platform campaigns

1. Choose Your Campaign

Once you log in to Staffino, you can choose the default demo campaign, which has imported customer and employee data that you can work with, or create a new campaign.

2. Get Creative With the Flow Editor

Visit the "Flow editor" tab, open the demo flow, and create your first questionnaire in a matter of minutes! Choose from a wide array of CX metrics, ready-made questions, and static elements and reorder them as needed in a drag & drop style.

flow editor
CX Dashboards

3. Overview of Results on Personalised Dashboards

See the “Results” tab for a quick overview of your results on a pre-defined set of widgets or click through each widget for an advanced dashboards with histograms, variations, heatmaps and other structured details.

4. Filters & Time Interval

Use filters to see the results of specific questions from your feedback flow, organisational units, and more. In the upper right corner, you can similarly filter specific time intervals. Filtered views can be stored as "Presets" for quick access later on.

Staffino XM platform filter
feedback management

5. Feedback Management

Visit the "Feedback management" tab, where you can see all the received feedback with its details. Under the feedback, there are two discussion options. First, you can respond directly to the customers. Second, you can lead the internal discussion with employees or other managers.

6. Distribution

The "Distribution" tab is where you will later import your customer data, set distribution channels or create triggers for feedback requests. You can distribute the feedback requests through email, text messages, WhatsApp, or generate a link for spontaneous feedback.

Staffino XM platform distribution
Staffino XM platform notification

7. Notifications

Let's get back to where we started. Leave your demo campaign, and click on the "Settings" tab. In the drop-down list, choose Notifications. Here you can create custom notifications for the type of feedback most relevant to you.

8. Preferences

See the "Preferences" tab, where you can set the autoreply conditions for customer feedback. For instance, if a customer leaves a satisfactory CSAT rating of 4 or 5, they will receive an autoreply in which you will thank them for their positive feedback.

Staffino XM platform prefferencies
Gamification badges

9. Custom Gamification Widgets

Click on the "Results" tab and choose "Gamification", a unique way of boosting your frontline employee engagement. "Leaderboards" display employee and team ranking for relevant metrics such as CSAT, CES, NPS, etc.