Updating the NPS History of an Account

Natero captures the entire NPS history of an account.

You can update NPS history of an account via the following methods:

  • 3rd party integration, such as Asknicely, Wootric, Promoter.io etc 
  • Account REST API using the current_nps_score property
  • Direct update within the Natero UI

To set account NPS score via the API, you can attach a user to each score when sending NPS updates as a list of history items. On each NPS history update, the account's current score is calculated as the average of all the scores (from all the users of that account) submitted within the 30 days of the latest score.  

To set account current NPS score manually within the UI, click on the "Edit Account" button on the account details page and update the NPS score field. This will update the account's current score to be the same as the value you entered with a timestamp of the current day. 

Natero captures account NPS score as a metric, each time the account NPS score is updated (via integration, API or manual update) we save that data point + timestamp as a history for your account.
 
For example, if you ran an NPS survey on 4/14/18 and received 3 responses for an account on 4/15/18, we'll capture the score for this account based those 3 responses with the timestamp 4/15/18. Later you decide to manually modify the account current NPS score on 4/18/18, it'll save that score for this account with the timestamp 4/18/18. But if later on 4/20/18 you received a new score submitted from a user of this account, the current NPS score for this account will be updated based on the score submitted on 4/20/18 and previous 3 user-submitted scores submitted on 4/14/18) with a new timestamp 4/20/18.
 
Date Score updated from Account current score
4/14 User submitted score from integration/API: 5,6,10 7
4/18 Manual update account score to 8 8
4/20     User submitted score from integration/API: 9 7.5
 
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