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Open : Open for Consideration

Need more flexibility when sending CSAT (Surveys)

Related products:Freshdesk
  • January 27, 2022
  • 6 replies
  • 191 views

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I would like to submit an enhancement request for surveys.

  1. Develop additional functionality that allows the administrator to determine how frequently a user will be sent a survey. This should be flexible to meet individual Freshdesk customer needs. So for example, an option to choose a customer may only receive a survey x time per month, week, etc regardless of the number of tickets submitted.
    1. We have customers that engage with us daily. They do not like receiving the surveys from us for every ticket. While they can easily delete the survey email. It’s not really giving them what they want.
  1. A way to easily whitelist/blacklist? Customers from receiving surveys. We would like to do this by domain and specific customers. If some customers request to never receive a survey we need to be able to honor that.
  2. Allow agents to select whether a particular customer should get a survey when the ticket is resolved. This should be functionality that can be turned on per Freshdesk customer, as some may want this option an some may not.
  3. Enhanced Reporting. Would love a way to easily generate a report for agents that provides statics on the responses and also a list of comments they received. The report should be formatted nicely and able to be scheduled to be sent to the agent.

6 replies

rashmi.nag
Skilled Expert
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  • Skilled Expert
  • May 12, 2022
Updated idea statusNewOpen

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  • Author
  • Apprentice
  • May 12, 2022

What does the status of “Open” mean?


rashmi.nag
Skilled Expert
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  • Skilled Expert
  • May 12, 2022

An Open idea status means the idea is open for votes and suggestions from the rest of the users.


julia.a
Top Contributor ⭐
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  • Top Contributor ⭐
  • November 21, 2023

In addition to that, you may also consider and upvote this Idea:

 


  • Community Debut
  • January 5, 2024

While not a perfect solution, we have a custom status in my org to close a ticket without a survey. Useful for inboxes that auto-reply to prevent infinite loops due to surveys. These workflows are used instead of auto email notification

 

Email notification disabled
No survey workflow
Normal Close workflow
Using specific statuses to prevent loops
Survey link
Requester Completes survey

 


zehab
  • January 9, 2024

Enhancement Request for Surveys:
1. Flexible Frequency: Allow admins to set survey frequency per user, offering customization options.
2. Whitelist/Blacklist: Enable easy whitelisting/blacklisting by domain or specific customers to honor preferences.
3. Agent Selection: Provide an option for agents to decide if a customer receives a survey upon ticket resolution.
4. Enhanced Reporting: Implement detailed and scheduled reports for agents, including response statistics and comments.