Customer Feedback Tool

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Solved
James-Preseem on September 17, 2020
We are attempting to implement a support survey for our technical support tickets. Unfortunately I find myself contending with some limitations. What I would like to do: When a support ticket closes, I would like to send the contact a survey read more
26 upvotes
10 Replies
Accepted Solution
Tom
HubSpot Product Team
April 07, 2021 11:46
Hi all! Thanks for tagging us in here. Sorry for the delay in response time. I'm going to bring up the automation and ticket specific requests wit...read more
Solved
vhorsen on July 17, 2020
We currently have CSAT surveys send based on a deal close date. So for example 20 days after their deal close date they receive a survey. They receive a different survey after 6 months. I want to make sure they receive these surveys for EACH dea read more
3 upvotes
7 Replies
Accepted Solution
Community Manager
August 14, 2020 09:39
Hi @vhorsen Thank you for the information and apologize for the delay! Looking at your screenshot, since surveys are based in a contact, the...read more
Solved
JNBds on June 19, 2020
I noticed you can't automate a follow up message if a client doesn't complete your NPS survey request on the first attempt. Something similar to the popup form functionality in marketing hub would be useful. Thanks!
15 upvotes
4 Replies
Accepted Solution
HubSpot Employee
September 01, 2020 09:28
@JNBds I believe this is similar to the question in this post - https://community.hubspot.com/t5/Customer-Feedback-Tool/How-to-resend-survey-feedb...read more
Solved
JanB on May 19, 2020
Hello, I want to be able to auto send the CSAT survey when a ticket is set to closed, but it seems HS won't allow me to re-enroll customers who have already been sent the survey. Ideally, I'd like to send to any contact who have a ticket set to read more
3 upvotes
7 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 21, 2020 09:38
hi @JanB hope you are doing well. I think that what you are looking for is the CES survey. In this case you can send it automatically when a...read more
Solved
Astocker on February 13, 2020
I'm looking for a way to create a QA form or other, that can be customised and attached to a service ticket so that we can complete quality control and coaching for our customer service agents. Does anyone already do this, is it avaialble in hubspot read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
February 14, 2020 16:02
Hi @Astocker Could you add the fields, from your QA form, as Custom Properties in the Ticket? Then you could create a new Ticket Stage...read more
Solved
dlozano on January 13, 2020
Hello, One question regarding NPS Surveys... We see that not all of our customers are responding the NPS Survey when we send it to them (obviously)... That's why we want someone to call our clients asking them for a response over the phone and read more
6 upvotes
3 Replies
Accepted Solution
Top Contributor
May 21, 2020 12:03
Sadly, you are not able to manually fill in NPS surveys/scores. This is something we actually had a bit of an issue considering when we moved to HubS...read more
Solved
beckyforster03 on December 03, 2019
Hello, Currently the CSAT survey can only be sent to selected contacts based on a property they have. We would like to be able to manually select which contacts to send the CSAT survey to each time we deploy it as we would like to use it for eva read more
0 upvote
1 Reply
Accepted Solution
HubSpot Employee
December 04, 2019 04:50
Hi @beckyforster03 , When creating a CSAT survey you are able select "Email Address" from the "Recipients" tab. This will allow you to define ...read more
Solved
Dimetro on September 05, 2019
Let's say I want to make some research on another site (not connected to HubSpot) but want to use HubSpot for gathering results and analysis, Is it possible to insert Hubspot Survey (Customer Satisfaction Survey) to any site (not a HubSpot) as a scr read more
1 upvote
2 Replies
Accepted Solution
Community Manager
September 09, 2019 10:35
Hey @Dimetro If you look at this resource , specifically in the first paragraph which references what you are looking to accomplish. ...read more
Solved
timosborn on June 20, 2019
For our NPS survey I have created enrollment triggers to property target customers. I would like to send the NPS on a recurring schedule, say 3 months. In order to have the NPS sent again in 3 months, do I need to set the "re-enroll contacts" option read more
0 upvote
2 Replies
Accepted Solution
Community Manager
June 24, 2019 17:35
Hi @timosborn , 1. In order to have the NPS sent again in 3 months, do I need to set the "re-enroll contacts" option on the enrollment tri...read more
Solved
timosborn on June 17, 2019
I have a contact property ("NPS Recipient") to control who will receive our loyalty survey. If I set the survey up to use that property to determine recipients, will the initial survey be sent to all who match once the survey is published? read more
0 upvote
2 Replies
Accepted Solution
Community Manager
June 24, 2019 15:23
Hi @timosborn , It sounds like you are using the NPS survey through the feedback tool, is this correct? 1. If I set the survey up to ...read more
mreyes on June 06, 2019
Is usless for us to send surveys only with properties. We should be able to send it via workflows with contacts actions.
43 upvotes
7 Replies
Community Manager
July 24, 2023 10:31
Hi @DRosier , Thank you for reaching out to the Community and thanks for your valuable Product feedback! @Josh thank you for your help 🙂 ...read more
Solved
ShaunFitzBC on May 16, 2019
Im using the NPS survey for the first time. Bit of a shame that you cant have multiple experiments running. I have 2000 customers that I wanted to survey but phasing it over the period of a year rather than in bulk all at once. Has anyone figured ou read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
May 20, 2019 12:08
Hey @ShaunFitzBC Could you create a series of NPS surveys with different "Create Date" contact properties as the enrollment and then segment...read more
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