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Send Customer Satisfaction (CSAT) surveysUpdated 2 hours ago

You can enable a satisfaction survey to collect Customer Satisfaction (CSAT) scores from your customers after a support experience with your team. 


Requirements


Enable the CSAT survey

When you enable satisfaction surveys, you can control which types of ticket interactions are sent a survey, the content of the survey message, and how long after the ticket is closed a survey is sent.

  1. From your helpdesk, click the Settings icon in the main menu. 
  2. In the sidebar, locate Ticket and Customer data, then select Satisfaction survey.
  3. Check or uncheck the boxes next to the types of tickets you'd like to send surveys for.
  4. Type your satisfaction survey message in the message field. You can use the dropdown menus at the top to include variables in your message.
  5. Select the amount of time after a ticket is closed the survey should be sent from the dropdown menu.
  6. Click Save Changes.
If no time delay is selected in the survey settings, the system will automatically send the survey 2 hours after the ticket is closed by default.


To disable the satisfaction survey, uncheck the boxes next to each ticket type, then click Save Changes.



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