Your customers can provide feedback about their experience in Zendesk Support by rating their solved tickets. When you enable CSAT (customer satisfaction) ratings in Zendesk Support, end users receive a notification 24 hours after the ticket has been set to solved that asks them to briefly evaluate their experience, as shown here:
The survey is designed to maximize the response rate by being quick and simple while also gathering the essential data: a positive or negative rating. Customers can also provide a comment if they want.
Enabling CSAT in Zendesk Support also enables it for Zendesk messaging. See About CSAT ratings in Zendesk messaging.
This article contains the following sections:
Related articles:
Understanding the end user experience
End users don't have to be logged in to rate their tickets. When an end user receives a CSAT survey request via email, they can rate the support interaction directly from the email message; they do not need to be logged in. Clicking a response link in the survey email saves the end user's rating and opens the ticket with a prompt to add a comment about the rating if they'd like. In this example, the end user clicked the 'Good, I'm satisfied' link so the Good button is shaded blue to indicate that it is the selected rating. A comment can be added and the rating can be changed.
If you have satisfaction reasons enabled, end users who select 'Bad, I'm unsatisfied' are presented with a drop-down menu of possible reasons for their negative response.
Selecting a response is optional, and can be skipped. For information, see Working with satisfaction reasons.
If an end user does login to your help center, they can rate their tickets there as well. In help center, the rating prompt is only available on tickets for which the Ticket Satisfaction is set to Offered by an automation or trigger (see Understanding how the survey request is sent).
End users can change their rating by clicking the emailed link again or by accessing the ticket through the My activities page in help center, then resubmitting their response. Ratings can be changed until the ticket is closed. See Tracking your support requests for information on viewing your tickets in help center.
- End users can't opt out of receiving survey requests.
- Satisfaction rating is per ticket, not per customer. End users receive a survey request for each of their tickets that are solved.
- Once a ticket is set to "Closed" status, the temporary URL will no longer work. It will re-direct the user to a generic page.
When and how end users are asked for a satisfaction rating through email is customizable. You can set a time other than the default 24 hours later for to send the email. You can also add the survey request in the email that customers receive when an agent marks a ticket as solved instead. You can also use business rules to be more selective about (include or exclude) which tickets generate the survey request. If you send a satisfaction survey before the ticket is solved, end users need to sign in to access it.
Understanding how the survey request is sent
When you enable customer satisfaction rating (see Enabling CSAT), a system-generated automation called Request customer satisfaction rating is added to Zendesk Support. This automation sends the survey email to the ticket requester 24 hours after the ticket is solved. You can of course customize this.
Hello {{ticket.requester.name}},
We'd love to hear what you think of our customer service. Please take a moment to answer one simple question below:
{{satisfaction.rating_section}}
Here's a reminder of what your ticket was about: {{ticket.comments_formatted}}
When customers receive the email, they simply click either the Good or Bad links and follow the steps described above.
For more information about this automation, see About the Request Customer Satisfaction Rating automation.
Understanding how agents receive the customer satisfaction rating feedback
The results of customer satisfaction surveys for agents are shown in the agent's dashboard and in a view called Rated tickets from the last 7 days.
Agents see, in their dashboard (when they click the Home icon (
) in the sidebar), the number of good and bad tickets for this week. They also see the overall satisfaction rating for the agent and all of the agents in Zendesk Support over the last 60 days (including the current day).
The calculation of the overall satisfaction rating uses the following simple formula:
This means that the score is an average of the total positive ratings from the past 60 days. An agent with a score of 90% means that over the past 60 days, 90% of the ratings they received were positive.
Agents, groups, and the account all have scores. The overall account score (in the example above, 95%) is the average for all agents in Zendesk Support. The two ratings provide feedback about individual performance and the average performance of all agents.
The view (Rated tickets from the last 7 days) gives you a quick overview of the rating activity, with a Satisfaction column containing both Good and Bad ratings. You can clone and modify this view or create your own. This view is inactivate by default.
- Agents cannot rate tickets.
- All agents see their ratings in their dashboard. This feature is enabled at the account level and applies to all agents in your Zendesk account. You can't exclude individual agents from receiving ratings on the tickets they are assigned to.
Additionally, ratings cannot be moderated. All ratings are shown.
69 Comments
Just to confirm, the satisfaction ratings in the past 60 days, is that based on the date of the satisfaction submission, or when the associated ticket was created/solved?
Hi is there any plans to allow to opt out automatically of the ticket CSAT survey?
The satisfaction rating in the past 60 days as described in this topic is based on ratings they've received in the past 60 days.
Hope this helps!
How do I fix survey links that aren't working?
Clicking on the survey links in the email renders a denial error HTTP 403 access denied.
The email links appear in the body of the email from this code in the automation: {{satisfaction.rating_section}}
Code appears correct, but the links aren't working.
I hope all is well! This error doesn't relate to authentication indeed. The ticket satisfaction value needs to be updated to Offered to the requester to access the CSAT placeholders that provide a link such as `satisfaction.rating_url` within ticket comments. You can use a custom checkbox field and trigger the recipe to set the satisfaction value to offer. You can try to follow this guide in order to implement that.
I hope this helps!
Hi,
Do we have any information about when can users submit CSAT survey results? (Any durations for users to submit CSAT) I couldn't find this information in this article so hopefully someone could answer this.
Thanks,
Monika
Generally, CSAT surveys are sent via Automation, a number of hours after the ticket's status has been set to Solved. The conditions for when the surveys are sent are configurable by you, but by default it's set to roughly 24 hours after the ticket has been solved. From that point until the ticket's status is set to Closed, the requester can respond to the survey, or if allowed by your account configuration, log in to your help center, and set the CSAT rating in their ticket directly (in the My Activities section of the help center). By default, Solved tickets are set to Closed status 4 days after the ticket was solved, but that is also configurable -- see Why do solved tickets change to a closed status?
Hello,
I'm sure this is out there, but I have not been able to find it. If a ticket was solved by Agent A and received a rating then is subsequently reopened and solved again by Agent B- is it Agent A or Agent B or perhaps both who have the rating assigned to them?
Thanks for the quick response, Dave! It is clear now that until the ticket is closed, users can rate the CSAT survey (based on the configuration). I appreciate sharing the information.
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