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Happiness Check Reporting

Written by Catherine Walker

Overview

When a gift recipient responds to the &Open Happiness Check or sends a thank-you message, you can see their feedback on your homepage, and browse every piece of feedback you've ever received in one place.

How Thank-yous appear on your homepage

When you have unseen thank-yous waiting, a smiley appears at the bottom of your homepage, wobbling gently. That's your cue that there's feedback to read.

Click the smiley and your most recent thank-yous and feedback appear. Each card shows who the feedback came from, their company, the date, and the message they wrote.

From any card you can:

  • Click View Gift to open the Gift Delivered page for that gift, where the thank-you quote appears in context.

  • Click View all feedback to open the full Recipient Feedback page.

  • Click the ร— to dismiss the feedback. It slides back out of view.

The first time you land on the homepage after this feature becomes available, the container opens automatically if you have any thank-yous waiting. After that, the smiley is in charge. The container only opens when you click.

If you have no thank-yous to read, you won't see a smiley. The homepage stays quiet.

Browsing every thank-you on the Recipient Feedback page

A new Recipient Feedback item now lives in the main navigation, between Gift history and Referrals. Open it to see the full history of feedback from your gift recipients.

You can filter by sentiment. All shows everything. Positive shows thank-yous and positive Happiness Check responses. Negative shows feedback where a gift recipient expressed disappointment.

Each card has the same View Gift link, so you can always jump to the gift that earned the feedback.

This page replaces the previous Happiness Check reporting. If you've been using the CSV export, the Recipient Feedback page is now where you'll find it all, with filters and direct links to each gift.

Thank-yous on the Gift History page

When you open the Gift Delivered page for a gift, the recipient's thank-you quote now appears on that page, alongside the gift they received. This works for both positive and negative feedback.

Questions and answers

Why don't I see any feedback?

If the smiley doesn't appear on your homepage, one of these things is probably going on:

  • You haven't received any thank-yous or Happiness Check responses yet.

  • The &Open Happiness Check is turned off for your account, so gift recipients aren't being asked for feedback.

  • You've already viewed everything that's come in. The smiley only appears when there's something new.

If you believe feedback should be coming in but isn't showing up, get in touch with your Customer Success Manager or our support team.

What happened to the CSV export of Happiness Check responses?

The Recipient Feedback page replaces the previous reporting page. All your historical feedback is available there, with sentiment filters and direct links to each gift. You can export all of your responses as a CSV file from there.

Can I turn this feature off?

Not at this time. If you'd prefer not to see feedback on your homepage, get in touch and we'll pass the request to the Product team.

If you'd like to stop gathering Happiness Check responses altogether, that's a separate setting on your account. Your Customer Success Manager can help you turn it off.

What counts as "new" feedback?

A thank-you counts as new until you've viewed it. Once you've opened the homepage container and then dismissed it, anything you saw is marked as viewed. New feedback that arrives after that will bring the smiley back on your next visit.

Does this work on mobile?

Yes. The feature is designed for desktop and mobile, and the smiley and container behave the same way in both.

I prefer less movement on screen. Will there be animation?

If you have Reduce Motion enabled in your operating system or browser, we remove the animations. You'll still see the smiley and the feedback container, but they won't bounce or animate in.

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