HubSpot Ideas

danslb

Ability to exclude recipients form CES Survey

There is currently no way to exclude specific contacts from the getting a CES. 

This functionality should be added. 

We have some customers that have specifically requested not to get the survey anymore, and there is no way to do this if we open a support ticket for them. A cumbersom workaround is needed.  

24 Replies
MSimpson8
Member

This needs to happen, ASAP!!!! 

ialvaradog
Member

urgent!!!!!

KFrost6
Participant

We created a workaround for this.

First, we already had a work flow to handle ticket allocation - this would send out automatic notifications if new tickets were generated. If you don't have a workflow in place already, create one at the 'New' stage.

Your first branch should check if a contact associated with the ticket has an email address thats the same as the helpdesk that you're trying to exclude from sending surveys. If a mail is coming from one of those systems, move we move the ticket to a new stage called 'to delete', and we purge those tickets on a weekly basis. 

Obviously, this won't work if you're receiving legit mails from those contacts, but the same theory should allow you to exclude tickets with a particular title (i.e. email subject) for example if they follow a pattern.

Not perfect, but it works.


Oeyaas
Participant

This would be super helpful, cannot find any workarounds for this issue.