How can I send satisfaction surveys when tickets gets solved?

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7 Comments

  • Momtanu Chakraborty

    Hi Christopher, Is this workflow for sending out surveys immediately when a ticket status is set as solved? The trigger is not necessary when you are using normal automation right? Thanks :-)

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  • Brett - Community Manager
    Zendesk Community Team

    Hi Momtanu,

    The trigger is necessary if you want the survey to be sent out immediately once the status has been set to solved. Automations are time-based so they will not send out the survey exactly when the ticket has been solved.

    You can find out more about the difference between Triggers and Automations in the link I've provided.

    Let me know if you have additional questions for me.

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  • Momtanu Chakraborty

    Thanks, Brett, it seems clear now. Have a great rest of the day!

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  • Marvel Piik

    Hi,

    How can I automate CSAT surveys or create a trigger so that if the first survey is unanswered, a second one is sent out after a period of time?
    I tried to create an automation (please see the picture below), but it is apparently not working.

    Thanks in advance.

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  • Kay
    Community Moderator

    Marvel Piik I would suggest altering the automation a bit

    • Change Ticket: Hours since solved (calendar) is 48 to Hours since solved (calendar) greater than 48
    • Add All condition: Ticket tags does not contain the following tags: 2nd_csat_request
    • Add Action: 2nd_csat_request

    Please make sure there actually is an action that notifies the users.

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  • Conza

    Hi team,


    Best way to have a 'turn around' CSAT sent? Customer gave negative, the team responded... and instead of no CSAT being sent, another is? 

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  • Gail L
    Zendesk Community Team

    Hi Conza,

    We have some examples of business rules that are designed to target bad ratings in our article on Changing Bad Satisfaction Ratings to Good. One simple option is to have the agents include the placeholder that contains the rating option in their final comment as they re-solve the ticket after fixing things for the customer (you can put the placeholder in a macro to make it easy for them to send). 

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