Issue Symptoms
Satisfaction surveys are not being sent after tickets are set to Solved.
Resolution Steps
- Go to Admin > Settings> Customers > Satisfaction > Satisfaction rating and make sure the option to Allow customers to rate tickets is checked.
- Go to Admin icon (
) > Business rules > Automations and verify the Request Customer Satisfaction Rating automation is enabled. If not enabled, simply head to your Inactive Automations > hover over the Request Customer Satisfaction Rating > click the options menu (
) > Activate.
- The automation will not run if the ticket status is Closed. Please ensure that your automation to Close tickets (Close ticket # days after status is set to solved) does not fire before the Request Customer Satisfaction Rating automation. For this check the time conditions in both of the automations:
The number of hours since solved for Request customer satisfaction rating needs to be less than the number of hours since solved for Close ticket # days after status is set to solved.
- Ticket: Satisfaction > is > Unoffered needs to be included in Meet all of the following conditions and Ticket: Satisfaction > Offered to requester needs to be included in the Actions.
- If the automation is still not firing is due to tickets not meeting some of the conditions in the automation, you need to review those conditions.
For more information on the customer satisfaction survey, see Using customer satisfaction ratings.
2 Comments
How long does it take for the default "Request Customer Satisfaction Rating" automation to show up under settings > business rules > automation? I enabled CSAT surveys this morning (1 hour ago) and the automation still hasn't appeared in my account as expected. Thanks!
Hi Mike,
Welcome to the Community!
I apologize if the automation was not created automatically for you. Once you enabled the satisfaction survey feature the automation should be available immediately. However, this is an issue that can sometimes happen when an account is upgraded from a plan that does not include satisfaction surveys.
I apologize for the inconvenience on your end but I do suggest to build/create the automation for this manually. I have included a screenshot below the default automation so you can copy the settings:
You may also check this article: Using customer satisfaction ratings (Professional and Enterprise), for more details on how to create the automation for Customer Satisfaction Survey.
Hope this helps! Please let us know should you have further questions.
Have a great day!
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