.png)
Collecting and managing client feedback can be a challenge for marketing agencies. Many rely on spreadsheets, email chains, or manual tracking, which can lead to lost information and inefficient workflows. Without a structured system, agencies risk missing critical feedback, slowing down response times, and ultimately impacting client satisfaction.
Jensi Forms streamlines this process by providing an automated, organised way to gather client feedback, manage requests, and analyse responses—all within one centralised platform.
Understanding Jensi Forms
Versatile Form Fields
Jensi offers a range of form field options to collect diverse types of client input:
- Multiple Choice & Dropdowns – Great for structured feedback and quick responses.
- Short Answer & Long Text – Ideal for collecting detailed feedback or open-ended responses.
- Rating Scales & NPS Surveys – Measure satisfaction and client sentiment at key touchpoints.
- File Uploads – Allow clients to attach relevant documents or assets directly in forms.
Recurring Forms
Set up forms to be sent out regularly, such as:
- Monthly Net Promoter Score (NPS) surveys.
- End-of-project feedback forms.
- Quarterly service review check-ins.
Streamlined Information Gathering
Forms help centralise and standardise information gathering, making it easier to collate and analyse data for decision-making. Whether tracking trends in client satisfaction or handling service requests efficiently, forms ensure no critical information is lost.
How to Create and Use Jensi.io Forms
Creating Forms in Jensi
1. Navigate to the Forms Dashboard
2. Click “New Form” to start a fresh form.
3. Select the Right Question Types
Choose from multiple choice, ratings, short text, and other field types based on the data you want to collect.
4. Save and Preview
Review the form before sharing it with clients or teams.
Sharing Forms with Clients and Teams
- Send via Email or Direct Link – Share forms easily via email or direct URL.
- Embed Forms in Client Workspaces – Ensure clients have easy access to feedback and request forms directly within their project dashboard.
Using Forms to Track Client Feedback and Requests
Collecting Client Feedback
- Send Out Feedback Forms at Key Milestones – Gather feedback after project kick-offs, campaign launches, or project completions.
- Use NPS Surveys to Measure Client Loyalty – Automate NPS surveys to track how likely clients are to recommend your services.
- Address Issues Proactively – Use response analytics to spot trends and identify areas for improvement before they escalate.
Managing Client Requests
- Create a Dedicated Request Form – Provide a structured way for clients to submit new feature requests, change requests, or service inquiries.
- Track Requests in Jensi’s Dashboard – View all submissions in one place and categorise them by urgency or project type.
- Automate Request Assignments – Automatically assign client requests to the appropriate team members based on form responses.
Analysing Form Data for Better Decision-Making
- Collate and Analyse Responses – Use Jensi’s built-in reporting tools to identify trends and recurring issues.
- Make Data-Driven Improvements – Leverage insights from forms to refine processes, improve client relationships, and enhance service quality.
Real-World Use Case: How Marketing Agencies Like Nectar Benefit from Jensi Forms
Nectar’s Journey to Better Feedback Tracking
Nectar, a growing marketing agency in the APAC region, struggled with inefficient feedback collection from both employees and clients. Before using Jensi Forms, they relied on unstructured email responses, making it difficult to analyse trends and implement timely improvements.
How Nectar Uses Jensi Forms
- Employee Surveys for Internal Improvement – By setting up recurring forms, Nectar was able to conduct regular employee satisfaction surveys. This helped leadership proactively address internal concerns, leading to a 20% improvement in employee retention.
- Automated NPS Surveys for Client Insights – Nectar introduced automated NPS surveys post-project, which provided valuable feedback on service quality. By identifying potential detractors early, they reduced client churn by 15%.
- Feature Request Forms for Service Expansion – Clients now submit service requests via structured forms instead of email, making it easier for Nectar to prioritise new offerings and tailor services to client needs.
Other Use Cases
- Marketing Teams Collecting Post-Campaign Feedback – Ensuring campaign objectives align with client expectations.
- Product Teams Managing Feature Requests – Streamlining development priorities based on user input.
- Service Teams Using Recurring Surveys – Keeping a pulse on customer satisfaction over time.
By integrating forms into their workflows, Nectar and other agencies have streamlined their feedback processes, allowing them to improve responsiveness and enhance client relationships.
Benefits of Using Jensi Forms
✅ Improved Information Gathering – Eliminate scattered emails and spreadsheets with a centralised feedback system.
✅ Better Client Satisfaction – Actively seek and respond to feedback to build stronger client relationships.
✅ Streamlined Processes – Automate data collection, reducing administrative overhead.
✅ Data-Driven Decisions – Use form insights to refine services and improve client outcomes.
✅ Enhanced Collaboration – Keep feedback and requests visible in client workspaces for real-time collaboration.
Conclusion
Jensi Forms offer a powerful, automated solution for tracking client feedback and managing requests seamlessly. By using forms strategically, agencies can improve efficiency, enhance client satisfaction, and make informed business decisions.
👉 Sign up for a free trial of Jensi today!
📚 Explore Jensi’s knowledge hub for expert insights.
By leveraging Jensi Forms, your agency can transition from scattered feedback tracking to an organised, insight-driven system that enhances client relationships and project outcomes.
