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Ability to send survey with an *outbound* ticket/e-mail

Related products:Freshdesk
  • December 31, 2019
  • 2 replies
  • 41 views

It would be incredibly helpful for our use case if we could send customer satisfaction surveys (and canned forms, since we're on the topic) from an *outbound* e-mail or ticket. We use FD so that we can start getting metrics on our response times and number of e-mails and so on, but we're not a retail shop...we contact our clients and users proactively on many occasions, and in many cases we're in frequent contact with both. Thus, sending a survey with every response would get really old for them, really fast.


I get that for many users, the workflow is "I didn't get my t-shirt, where is it?", followed by one response, and then a closed out ticket...but my guess is that as many companies get away from Outlook, you're going to have more use cases like ours. 

2 replies

Hey Sean,


We certainly understand your requirement. Although survey is essentially used for issues reported by customers, we would like to know how you would like to implement this for your use-case and we can explore the options to tweak this for you over an email. We have reached out to you and we look forward to help you with this.


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  • Skilled Expert
  • August 14, 2023

Hi @sean.swift - in FS we’ve tried to manage CSAT a few different ways but the throttling (aka 1 CSAT per Requester per month or whatever interval seems reasonable) was not working so I found that the only choice (aside from a relentless stream of CSAT requests) seems to be to allow the Agents themselves to add the CSAT to an outbound ticket.

I’ve also tried limiting the CSAT (since it is restricted to tickets set as Resolved) by forcing some tix to go straight to Closed to skip the CSAT auto.

However, in the end, I just changed the language of the CSAT to be issue or ticket specific.  

“Considering the support you received on just this particular issue, how would you rate your experience?”

And accepted that CSATs go out to our Requesters over and over.

HTH

Bryn