CSAT Reviews Rules

Service Hub Customer Feedback Tool
1

Hey all,

I am setting up my CSAT - Sutisfaction Survey

I am not sure how to setup the rule to apply for the following setting

I want a survey to be sent everytime a ticket is closed.

for that i use - Ticket Status > Solved.

And

No other survey was sent in the past 28 days.

to make sure we don’t survey a client more than once s month.

2

Hey @JoshVe
This will be your Triggers:

Jigar_Thakker_0-1707922628347.png
Jigar_Thakker_0-1707922628347.png894×613 84.6 KB

And in the next action you can send your CSAT surveys to your customers

Let me know if you have any follow-up questions.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.

3

Thanks @Jigar_Thakker , do you know if this can be combined with the email for notifing the customer with the ticket that have been closed?

I mean one email that let the client know that the ticket is closed (all the time) and than the survey within this email once every 15 days for the CSAT?

4

Thanks Jigar, do you know if this can be combined with the email for notifing the customer with the ticket that have been closed?

I mean one email that let the client know that the ticket is closed (all the time) and than the survey within this email once every 15 days for the CSAT?