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Solved
LoriD15 on March 26, 2024
I've created a survey that assigns points depending on dropdown answers chosen. I then have a property that "scores" each respondant through a workflow. Is there a way to automate the thank you page they see depending on this score? Thanks in ad read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 26, 2024 09:50
Hi @LoriD15 , For surveys this is not possible, no. For HubSpot forms, this was recently introduced in Sales and Service Enterprise subscripti...read more
AMoreau7 on March 03, 2024
Hi all, We use Hubspot for our Customer Experience team. We would like to have an automated email to be sent to the customer a day after we close the ticket and/or conversation, which is a numeric 1 - 10 "how happy are you with the result of your read more
0 upvote
2 Replies
Member
March 16, 2024 13:42
Here's how you can set up an automated email workflow using Zapier to send a satisfaction survey to customers after a ticket or conversation is close...read more
JoshVe on February 28, 2024
I am trying to set a CSAT based on few elements 1. When ticket is closed 2. And if no CSAT sent to this client in the past 15 days 3. And include the agents in our support But for some reason the CSAT is not sending to clients
0 upvote
4 Replies
Member
March 11, 2024 07:07
how did you know exact figures we can send this?
Solved
NKieran_Hyve on January 24, 2024
We're about to create around 50 surveys with questions that are repeated across the surveys, these will be used annually or bi-annually, so repeated again the next year. We need to create a property per question per survey. As the questions are read more
1 upvote
2 Replies
Accepted Solution
Top Contributor | Elite Partner
January 25, 2024 10:34
Thanks for tagging me @BérangèreL ! Hi @NKieran_Hyve , I'd recommend editing the Label for the Feedback Submission Properties to have a uniqu...read more
Solved
GMarkham on January 17, 2024
Hello, I am working on an automation that will send the associated contact of a ticket's (email address) a custom survey. Question 1: What would that workflow look like? I've started it, to trigger when property value changes to Status: Clo read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 19, 2024 08:19
Hey @GMarkham . I'd share the same resources as @BérangèreL here. Here's how I'd build this: Create custom survey Add the questions Edit ...read more
Solved
Sdiddy407 on November 01, 2023
I'd like to add the Tags and Associated Contact ID in reporting so that my team can easily categorize and open a contact record based on the type of tags that are on the feedback records. Currently, this is not possible in standard or custom rep read more
0 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
November 03, 2023 09:24
Hey @Sdiddy407 have you tried selecting the association labels you want to see? These 'd be the steps and the result... If not, ...read more
enorberg on October 17, 2023
Hi, Looking for some feedback, and suggestions, on this workaround. Surely there must be a better way?! I'd be open to 3rd party tool, provided they can be fully integrated with Hubspot (for example, I'd like to be able to use the results in a scor read more
1 upvote
2 Replies
Contributor
October 17, 2023 05:58
Yes, already ruled that out unfortunately, but good suggestion otherwise.
Solved
TBevan on October 10, 2023
Hello, I don't know where else to raise this as an idea, but I feel we need a multiple choice list module in the survey creation. Effectively, I'm looking to ask "Which of the following are you using or would like to use" then present a list wit read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Partner
October 10, 2023 07:26
Hey @TBevan this would be a great idea to post to the ideas forum as a feature request!
LÅsehällSyver on October 02, 2023
Hi! Does anyone know if it's possible to send out a survey that is triggered when a deal moves from one stage to another - for example from onboarding to ongoing or from ongoing to closed/lost? Thank you!
1 upvote
3 Replies
Key Advisor | Partner
October 03, 2023 08:48
Hey @LÅsehällSyver Realistically it's not "moving from one to another" what you want to do is trigger it when it becomes a specific deal stage. So ...read more
TommasoSpagnoli on August 25, 2023
Hi there! I know this has been discussed in other ways and found many similar ideas regarding CES/CSAT surveys but I cannot really find a solution to this. It's possible that there is no solution for this, but that would be really disappoint read more
Most Valuable Member | Elite Partner
September 18, 2023 16:41
@TommasoSpagnoli thanks for sharing the link, I've upvoted and will see if I can get others to jump in so we can gain some traction.
laurabren on August 15, 2023
Hi all! We have a lot of team members who need access to the narrative/long-form responses that our customers provide on our surveys (specifically, the "please tell us why you chose this score" follow-up question in an NPS survey). We recent read more
1 upvote
6 Replies
Community Manager
August 18, 2023 06:23
Hi @laurabren , Thank you for reaching out to the Community and for the additional information! @Josh thank you very much for your help! I'd li...read more
Solved
ADelcheva on August 04, 2023
Hi, I want to create a survey asking the recipient a set of questions about a subject, each question being a 5-level score (1-5). The questions are divided into sub-categories, each of them having a different weight (in %) that should be applied read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
August 08, 2023 09:13
Happy to help @PamCotton and @ADelcheva To start, you'll need to create a custom feedback survey. You can create a survey with quest...read more
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