HubSpot Ideas

CirrusAubrey

Setting up Surveys to auto-send on Ticket Closed

I am currently trying to turn on the canned CES Survey for when tickets are closed. I cannot simply turn on the Survey to start sending upon a status of Closed. I have to create a report that includes criteria, and then add a filter for "Close Date is after XX/XX/XXXX" - this feels weird. It seems like you should just be able to turn on auto-surveying upon a status change, rather than create a report for it. 

When I tried to save the report, it won't allow me to re-survey. If someone submits two tickets a month apart, I would like to survey they with each closed ticket. It does not appear I will be able to do this.

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This feels like it should be easier to set up! If anyone else knows a way to accomplish what I am looking for, I am all ears!

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