Secret Shopping, Transparent Prices

We've designed each survey to promote high submission rates but this will still happen. Usually the information they do submit is still valuable so you'll receive all surveys that a customer begins whether fully-completed or not. That's one reason we created an all-inclusive unlimited-surveys pricing model.

CustomerOptix has more than one million independent shoppers who have signed up in our panel throughout North America and we have extensive demographic information about each of them. We assign them based on the quality of their past work for us geographical proximity to each location and the general profile of your typical customers.

Credit cards will be billed five days before the first of the month for all recurring orders.

Your credit card is processed at the time you place your order. For monthly orders it will be charged 5 days before the 1st of the new month and that charge covers the new month. For example if you place an order on January 10 that covers the remainder of January and you will be charged again on January 26th for the February calendar period.

Before it is sent to you every report is read word-for-word and score-for-score by one of our specially-trained employee QA specialists. They make sure that the shoppers have followed your requirements complied with our quality & performance standards and performed great work. They also provide the shopper with detailed feedback and grade them on each report so that they know how they've done. Shoppers must maintain a minimum grade average to continue to receive future shop offers and the higher-graded shoppers receive more shop offers.

Because these are survey responses from your actual customers the reports you receive contain exactly what your customers submit.

We accept all major credit cards.

We accept all major credit cards.

First please read through these FAQs to see if your questions are addressed here. Additional assistance is available by email at help@customeroptix.com.

First please read through these FAQs to see if your questions are addressed here. Live assistance is offered via chat M-F 9am-5pm eastern at www.customeroptix.com. You can also email help@customeroptix.com.

This feature is coming soon. You'll be able to view and download individual surveys as well as summary/roll-up reports that allow you to compare trends over time locations questions etc.

This feature is coming soon. You'll be able to view and download individual surveys as well as summary/roll-up reports that allow you to compare trends over time locations questions etc.

It could be as quick as just 48-72 hours from when you place your order. Usually it’s within two weeks of placing an order because we need to source the best shoppers verify their availability and educate them on your specific requirements. Your specific geographical location(s) will also affect this – those in outlying/rural area may take longer. Even though we have more than 1 million evaluators in our proprietary panel the panel mirrors where the population is but rest assured we can cover any geographical location.

Once you begin inviting your customers to take the survey you’ll receive each survey immediately after it’s submitted by each customer.

As often as you like! You will enter the frequency details for your locations at checkout and will have options to choose from including weekly monthly and quarterly. All orders can be set up as one-time or recurring.

It’s easy – as you enter the name or address of your location(s) and the system suggests locations to select from. When you see yours just click on it. If you are setting up a survey program for a phone-based or website-based experience simply enter the phone number or website URL instead.

It’s easy - just enter the name or address of your location(s) and the system suggests locations to select from. When you see yours click on it and the system does the rest. If you are getting shopped via phone or website simply enter your phone number or website URL instead.

We're obsessive about quality. Though our system has many automated checks in it every report is reviewed by an actual human. Our robust QA process includes a 28-point integrity-validation checklist. Included in this is geo-coding on reports requiring receipts to be submitted when purchases are made and more.

Quickly after you place your order you will receive a confirmation email along with two codes for the survey invitations: a web URL link and a QR Code. You can then invite your customers to take the survey in a number of ways:

• Program your POS system to print them on receipts/emails

• Print them on signage to place in your location(s)

• Send them to your customer list via email or SMS

Simply login to your account and there will be a button next to your order(s) that allows you to do this.

To cancel your order please email help@customeroptix.com stating that you wish to cancel along with your name your company name and the email addressed that you registered for your account. If you cancel prior to 5 days before the start of a new month you will not be charged for the new month. If you cancel within 5 days of a new month or within that new month then we will fulfill your survey program for that new month and you will still be charged for it. For example if you cancel on January 20 you will not be charged for February; if you cancel on January 28 you will still have a survey program running in February and will be charged for that. There are no refunds outside of this policy.

Shoppers are provided with a combination of videos written documents and online instruction on your requirements.

No way! But you can easily re-order and you can also place a recurring order.

No way! We offer recurring monthly and annual subscriptions. When you order an annual subscription you receive a 25% discount off the monthly price! If you are on a monthly plan your survey program continues until you may want to stop and you are charged month-to-month.  And if you need a totally custom program we can do that for an additional fee and a 6-month commitment.

Absolutely not. As long as you have set up an account you can access your order history including all locations previously shopped.

Absolutely not. As long as you have set up an account you can access your order history including all previously-entered locations.

Only if you place a recurring order or want to easily re-order. If you are placing a one-time order you can check out as a guest without creating an account.

No but if you do you’ll save time if you need to update your information and re-order more easily. Soon you'll also be able to see trending reports in real-time. If you place a one-time order you can check out as a guest without creating an account.

You can add up to five questions of your choice to the form at no additional fee. From our 24+ years of experience we know that with customer surveys it’s important to keep them short in order to increase submissions and get accurate feedback.

Yep! You can add up to five questions of your choice to the form at no additional fee. Questions can be formatted as yes/no multiple choice or open-ended.

Yes. Reports can be sent to multiple people via email and you simply enter that information when you place your initial order.

Yes!  We'll be happy to help you setup a custom program. In order to cover setup and additional costs at our end it requires a small one-time fee and a minimum 6-month commitment. But we know you'll love the work so much that you'll stay with us much longer!

Yes. Reports can be sent to multiple people via email and you simply enter that information when you place your initial order.

Not currently but we might in the future. If you have a need for this now please contact us.