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Set it up,step by step.

Everything you need to go from an empty workspace to your first follow-up call. Can’t find it here? Email us and a person will answer.

contact@evarynllc.com · +1 720 778 9852

01 · Getting started

Getting started

Your workspace is created when your plan begins. You’ll get an email invitation to the owner account.

  1. 1Open the invitation email and set your password.
  2. 2Add your business name under Settings.
  3. 3Create your locations (stores, desks, crews) and teams.
  4. 4Invite the people who will read results.

02 · Building a survey

Building a survey

Start from a template. Most surveys need three or four questions.

  1. 1Choose New survey and pick a template.
  2. 2Edit the wording of each question; keep one idea per question.
  3. 3Pick the scale: 1 to 5 or 0 to 10, and the labels at each end.
  4. 4Add an optional open text question.
  5. 5Preview on a phone, then publish.

03 · Sharing: link, email, QR code

Sharing: link, email, QR code

Each channel records where the answer came from.

  1. 1Link: copy the survey link from the Share tab and paste it anywhere.
  2. 2Email: upload a CSV of names and addresses, write a short message and send.
  3. 3QR code: download one code per location as a print-ready file and place it on a counter card, a receipt or a door.

04 · Anonymous responses

Anonymous responses

Anonymous mode is set per survey.

  1. 1Open the survey settings and switch on Anonymous.
  2. 2Email surveys sent in anonymous mode don’t attach the recipient to the answer.
  3. 3If you still want to call people back, add the question “May we contact you?” with a phone field. It stays optional.

05 · Reading results

Reading results

Results update as answers arrive.

  1. 1Open Results and choose a survey.
  2. 2Filter by location, team, channel or date range.
  3. 3Read the distribution first, then the comments by theme.
  4. 4Export a CSV when you need to share results outside Evaryn.

06 · Themes, tags and keyword rules

Themes, tags and keyword rules

Themes are yours. Evaryn applies the rules you write and nothing more.

  1. 1Create a theme, such as “Wait time”.
  2. 2Add keywords: line, wait, queue, slow.
  3. 3New comments containing those words are tagged automatically and the words are highlighted.
  4. 4Add or remove a tag by hand on any comment.

07 · Follow-ups

Follow-ups

Low scores become tasks with an owner.

  1. 1In survey settings, set the score that triggers a follow-up (for example 2 or below).
  2. 2Choose a default owner per location.
  3. 3Owners see their list under Follow-up, with “to call back” at the top.
  4. 4After the call, add a note and mark it handled.

08 · Users and roles

Users and roles

Three roles keep access simple.

  1. 1Owner: everything, including users and subscription.
  2. 2Manager: results, follow-ups and surveys for the locations assigned to them.
  3. 3Member: reads results and handles follow-ups for their location.
  4. 4Remove access from Settings → People at any time.

09 · Exporting your data

Exporting your data

Take your responses with you whenever you want.

  1. 1Open Results, apply filters if needed.
  2. 2Choose Export → CSV.
  3. 3The file lists each response with its date, location, channel, scores, comment and tags.

10 · Your subscription

Your subscription

Plans are agreed with us directly and described in your order.

  1. 1To add locations or users, email us from the owner account’s address.
  2. 2To cancel, follow the cancellation policy; export your data first.
  3. 3Questions about your order: email contact@evarynllc.com.

Still stuck?

Write to us with a screenshot if you can. We answer on business days.

Email support+1 720 778 9852