WiseData NPS collects the opinion of your customers and your team with NPS, CSAT and CES surveys, sent by email or WhatsApp, or shown on your website and inside your app. This guide walks you from a brand-new account to the first response, in the order things unlock — skipping step 1 is the most common reason the create-survey button shows up disabled.
To keep it concrete, we'll follow Aurora Store, an online shop that wants to know, right after each purchase, whether the customer would recommend it.
Step 1: Company identity and details
Every survey goes out under your company's name, so the setup comes first.
- Settings › Survey Settings — fill in Company Name and upload the Company Logo (PNG or JPG, up to 2MB). This is also where the colors and the Timezone used by every schedule live. Until name and logo are saved, the New Survey button stays disabled.
- Settings › Company Info — complete your tax details. With a Brazilian CNPJ, it also has to be confirmed. You can build and save surveys before that, but activation is only unlocked once the details are complete — the wizard itself lists what's missing, with a link to each item.
Step 2: Build your contact list
To send by email or WhatsApp you need a list. In Contacts, create a New List and add people one by one or use Import Contacts with a CSV file. Emails and numbers go through validation, and anyone with invalid data is skipped when sending. Aurora Store, for example, imports the week's buyers into a "Recent purchases" list.
If the survey only runs on your website or app, there's no list: whoever reaches it can answer.
Step 3: Create the survey
In Surveys, click New Survey. The screen asks "How would you like to start?": Start from scratch or pick a ready-made template, with title, question, follow-up questions and thank-you message already written for you to review. Then comes the five-step wizard:
- Type — the survey's goal. Aurora Store picks Transactional NPS.
- Configuration — the title the customer sees, the main question and follow-up questions by score range.
- Customization — the thank-you message, with a preview of the survey.
- Channels — email and WhatsApp (with the contact lists), or website and app.
- Scheduling — when to send, the survey language and the data protection consent.
Once title and type are filled in, Save draft keeps your work — nothing is sent until the survey is activated.
Step 4: Send a test and activate
When the survey uses email or WhatsApp, Send test is required before activating. It sends the survey to your email, if the survey uses email, and to the WhatsApp number in your profile, if it uses WhatsApp — exactly as the customer will get it —, and the success message says which channels it went out on. On a WhatsApp-only survey, add your WhatsApp number to your profile first: without it the test is refused and activation stays locked. The test doesn't count against your plan's limit.
In the Scheduling step, tick the Data protection (LGPD/GDPR) consent: without it the survey isn't activated. With the test sent, the consent ticked and the company details complete, click Save and activate. The survey starts going out according to the schedule you chose.
Step 5: Follow the responses
Open the survey from the Surveys list to see the score, the split between promoters, passives and detractors, the comments and the evolution over time. Comments from every survey are also gathered in Feedback, and the consolidated view in Reports.
Outside the Free plan, you also get AI Analysis (sentiment and most-mentioned topics in the comments), Alerts (for example, when NPS drops below a value) and Follow-ups, where each detractor response becomes a case for your team to resolve and log.
Where to go next
- Understanding NPS and its metrics — how the NPS score, CSAT and CES are calculated and how to read each one.
- Survey types — which of the eight types answers your question.
- Creating and sending surveys — every wizard step in detail.
- Sending channels — email, WhatsApp (including from your company's own number), the website widget and the in-app survey.
- Contacts and lists — CSV import and email and WhatsApp validation.
- Results and reports — filters, where each response came from and exports.
In short: set up your company's name, logo and tax details, build your contact list, create the survey through Type, Configuration, Customization, Channels and Scheduling, send a test, tick the data protection consent, click Save and activate, and follow the responses.