We want to send a customer satisfaction survey by email every time one of our agents makes a proactive call and logs this on …

Hi @WillJD , In the Recipients tab of a Customer Satisfaction Survey, it’s neither possible to trigger the email based on act…

Sorry for the late reply here, but we used a workaround process for our client to ensure that contacts who complete a call wi…

Hi Karsten, With the workflow you have suggested, the survey would only be sent to the contact once. Workflows does not allo…

This solution only works if you plan on not using re-enrollment triggers (being able to send multiple surveys to the same cus…

we implemented a similar workaround so that recipients could re-enroll and take the survey every time they are eligible.

Could you point me in the right direction for which steps you took to allow re-enrollment? Thanks

Sending a customer satisfaction survey after a call is logged

WillJD January 19, 2021, 10:13am 3

Thank you, Karsten. This could work for us! Much appreciated.

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