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
- CSAT surveys are available on all Helpdesk plans
- Only Admins can enable or disable the CSAT survey
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.
- From your helpdesk, click the Settings icon in the main menu.
- In the sidebar, locate Ticket and Customer data, then select Satisfaction survey.
- Check or uncheck the boxes next to the types of tickets you'd like to send surveys for.
- Type your satisfaction survey message in the message field. You can use the dropdown menus at the top to include variables in your message.
- Select the amount of time after a ticket is closed the survey should be sent from the dropdown menu.
- 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.