we are using a ticket pipeline with several automations through our customers journey with our product.
I would like to add another automation which would be triggered once a ticket reached a certain stage; I would like to send a NPS survey to an associated contact of that ticket and make the result visible in that specific ticket as a kind of customer health score.
Yes, it's definitely possible to set up an automation to send an NPS (Net Promoter Score) survey to an associated contact when a ticket reaches a certain stage in your ticket pipeline.
Here are a few steps you can follow:
After catering your NPS survey
Create a workflow in the HubSpot workflow tool and set up a trigger “ once a ticket reaches a specific stage in the tickets pipeline.
Send the NPS survey to the associated contacts with the tickets. Score Calculation: Once you receive the NPS survey responses, calculate the NPS score. The NPS score is calculated by subtracting the percentage of detractors from the percentage of promoters.
Let me know if you have any follow-up questions. I'd be happy to help.
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I was wondering now if the calculation process is a manual work?
We have 1 ticket that belongs to 1 deal from sales, so actually 1 ticket = 1 deal.
My goal would be to send out the NPS for each ticket x days after onboarding and to receive whatever NPS score to make it visible for this one ticket as part of our preparation for a possible renewal process.
Or do I have to find the answer of this specific contact and calculate it manually?
Yes, it's definitely possible to set up an automation to send an NPS (Net Promoter Score) survey to an associated contact when a ticket reaches a certain stage in your ticket pipeline.
Here are a few steps you can follow:
After catering your NPS survey
Create a workflow in the HubSpot workflow tool and set up a trigger “ once a ticket reaches a specific stage in the tickets pipeline.
Send the NPS survey to the associated contacts with the tickets. Score Calculation: Once you receive the NPS survey responses, calculate the NPS score. The NPS score is calculated by subtracting the percentage of detractors from the percentage of promoters.
Let me know if you have any follow-up questions. I'd be happy to help.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.
