topic Customer feedback recipients - more enrollment options in Customer Feedback Tool

Customer feedback recipients - more enrollment options

folked — Thu, 03 Jan 2019 14:33:06 GMT

Currently customer feedback surveys can only be enrolled to contacts based contact properties, company properties, deal properties, and ticket properties.

Please add the same options we have in workflows, e.g. list membership, form submission, Event, Workflow status, Import etc.

Re: Customer feedback recipients - more enrollment options

aebhinnugent — Thu, 28 Mar 2019 16:30:41 GMT

Hey there!

Whilst this option is currently not possible within the customer feedback tool, I have received an interesting idea from another customer which you could use as a workaround to achieve your goal.

You could create a custom property following the steps here.
Then, you would create a workflow using enrollment triggers based on a contact's list membership.
Then you would add an action to update a contact property.
Next, you would select your new custom property 'Member of List X' for example.
You would update all contacts with a value of 'YES' (as an example).

Finally, in your customer feedback survey you could then choose this new custom property as your enrollment trigger in order to send to contact's who are a member of a certain list.

I hope this workaround helps in the meantime ! 🙂

Aebhín

Re: Customer feedback recipients - more enrollment options

folked — Fri, 29 Mar 2019 08:39:23 GMT

Thanks Aebhín. Great idea. This will do it for now.

Re: Customer feedback recipients - more enrollment options

aebhinnugent — Tue, 14 May 2019 13:33:04 GMT

Happy to help @folked ! 🙂

Re: Customer feedback recipients - more enrollment options

HanzWil — Tue, 20 Aug 2024 13:08:32 GMT

This should really be added to HS. It's amazing this is not a thing yet.