Customer Feedback Tool

DShute
Participant

Set a recurrent survey based on a boolean property

SOLVE

Hi,

 

I have a contact property which has the values "Yes" and "No", this changes based on the number of closed support tickets they have.

 

Is it possible to send a Support Feedback Survey out to customers when they are set to "Yes"?

 

I want these contacts to be able to receive the survey multiple times

 

Thanks 

0 Upvotes
1 Accepted solution
JStreit1
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Set a recurrent survey based on a boolean property

SOLVE

Hi there,

 

Yes, you can absolutely do this! 

 

Here is a step by step guide: Define Survey Contact Criteria

 

In summary of the guide, you'll choose to create your recipient criteria from scratch, in which you can target any contact, company, ticket, etc. property or combination of properties. You can also determine if contacts should be resurveyed and which criteria should apply for that. 

 

Let me know if you have any questions on the above! 

Otherwise if this resolved your question, please mark this response as the accepted solution so others can easily see it to help answer their question 😊

View solution in original post

1 Reply 1
JStreit1
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Set a recurrent survey based on a boolean property

SOLVE

Hi there,

 

Yes, you can absolutely do this! 

 

Here is a step by step guide: Define Survey Contact Criteria

 

In summary of the guide, you'll choose to create your recipient criteria from scratch, in which you can target any contact, company, ticket, etc. property or combination of properties. You can also determine if contacts should be resurveyed and which criteria should apply for that. 

 

Let me know if you have any questions on the above! 

Otherwise if this resolved your question, please mark this response as the accepted solution so others can easily see it to help answer their question 😊