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Customer Feedback Tool

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Solucionado

James-Preseem on Setembro 17, 2020

Support Survey - exclusion / conditional send

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 Leia mais

Responder Survey Setup

26 avaliações positivas

10 Respostas

Accepted Solution

Tom

Equipe de Produto da HubSpot

Abril 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...Leia mais

Solucionado

vhorsen on Julho 17, 2020

Multiple CSAT Surveys

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 Leia mais

Responder Survey Setup

3 avaliações positivas

7 Respostas

Accepted Solution

PamCotton

Gerente da Comunidade

Agosto 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...Leia mais

Solucionado

JNBds on Junho 19, 2020

Follow up function within NPS feature

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!

Responder Survey Setup

15 avaliações positivas

4 Respostas

Accepted Solution

aragon023

HubSpot Employee

Setembro 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...Leia mais

Solucionado

JanB on Maio 19, 2020

CSAT Survey

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 Leia mais

Responder Survey Setup

3 avaliações positivas

7 Respostas

Accepted Solution

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Maio 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...Leia mais

Solucionado

Astocker on Fevereiro 13, 2020

Using Hubspot to create an internal Quality Assurance process for service tickets

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 Leia mais

Responder Survey Setup

1 avaliações positivas

2 Respostas

Accepted Solution

Mike_Eastwood

Conselheiro(a) de destaque | Parceiro Ouro

Fevereiro 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...Leia mais

Solucionado

dlozano on Janeiro 13, 2020

Manually adding NPS score

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 Leia mais

Responder Survey Setup

6 avaliações positivas

3 Respostas

Accepted Solution

JustinPerkinsC

Top colaborador(a)

Maio 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...Leia mais

Solucionado

beckyforster03 on Dezembro 03, 2019

selecting contacts for CSAT survey

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 Leia mais

Responder Survey Setup

0 avaliações positivas

1 Respostas

Accepted Solution

jackcoldrick

HubSpot Employee

Dezembro 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 ...Leia mais

Solucionado

Dimetro on Setembro 05, 2019

Using HubSpot Surveys on other sites

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 Leia mais

Responder Survey Setup

1 avaliações positivas

2 Respostas

Accepted Solution

sharonlicari

Gerente da Comunidade

Setembro 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. ...Leia mais

Solucionado

timosborn on Junho 20, 2019

Is re-enrollment required for recurring Loyalty Survey?

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 Leia mais

Responder Survey Setup

0 avaliações positivas

2 Respostas

Accepted Solution

jennysowyrda

Gerente da Comunidade

Junho 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...Leia mais

Solucionado

timosborn on Junho 17, 2019

When are initial, then recurring loyalty surveys sent?

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? Leia mais

Responder Survey Setup

0 avaliações positivas

2 Respostas

Accepted Solution

jennysowyrda

Gerente da Comunidade

Junho 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 ...Leia mais

mreyes on Junho 06, 2019

To send customer satisfaction surveys using workflows

Is usless for us to send surveys only with properties. We should be able to send it via workflows with contacts actions.

Responder Survey Setup

44 avaliações positivas

7 Respostas

BérangèreL

Gerente da Comunidade

Julho 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 🙂 ...Leia mais

Solucionado

ShaunFitzBC on Maio 16, 2019

NPS timing

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 Leia mais

Responder Survey Setup

0 avaliações positivas

1 Respostas

Accepted Solution

Bryantworks

Conselheiro(a) de destaque | Parceiro Diamante

Maio 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...Leia mais

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