HubSpot Ideas

MDeCandia

Workflow to Send Survey with Ticket Triggers

If we could create an option in Workflows to allow a Customer Survey to be triggered by multiple factors it would be amazing.

 

In our case, we wanted to create a workflow for ticket enrollment in a CES Survey, with "Ticket Status: Closed" AND "Ticket Property: Survey - Yes" as triggers. If a ticket has "Survey - Yes", and gets closed, a survey would be sent to the contact. If left empty or "No" was selected, the contact would not get a survey when the ticket is closed.

 

This would allow us to choose which tickets got surveys. In our business we get a lot of reseller, partnership, marketing, spam, and duplicate tickets. Sometimes a contact will send in multiple emails instead of responding to a previous email thread. In those cases we don't want to send a survey, but we still want to be able to close the tickets. As it currently stands a survey is sent whenever a ticket is closed. So, if we want to send out a survey to some we have to send it to all, so we will just never be able to close those tickets.  Adding in a way to trigger a survey for a ticket would allow us, and other HS users, to choose who receives a survey, and keep ticketss in an organized manner.  

6件のコメント
LukeAsprey
メンバー

Excellent idea. HubSpot, please consider implementing a feature allowing users to customise which closed tickets trigger CES surveys.

RolandEnallbani
メンバー

This will be amazing if Hubspot could this make this option. Do we have any status from Hubspot about this ?.

 

jmc2029
メンバー

This would be huge if we could get this implemented

krissiew
参加者

This would be great. Please build this feature.

josephSY
メンバー

Yes, please add this for all the reasons above!

APow
メンバー

I agree! Please add this.