Exclude associated contact from CES survey?

[SWain9]

Hello there,

We use the HS ticketing system to triage service requests between our customers and vendors. We would like to send our customers and vendors separate CES surveys as they experience different sides to the support request. 

Currently when we create a automated CES from the surveys function it will send the survey to all contacts that are associated with a closed tickets. We have association labels for the contacts on the ticket that differentiate what type of contact they are for the ticket. Can we set up the automation so that it only sends to the contact with a specific association label? 

[PamCotton · Accepted solution]

Hey @SWain9, thank you for posting in our Community!

You can create custom feedback surveys to send to your contacts. I want to share this knowledge base here, with more information. You can set up the CES survey automation to send surveys only to contacts with a specific association label.

To our top experts @Jnix284 @danmoyle @tverdokhlib1 any recommendations for @SWain9?

Thank you,

Pam

[SWain9]

Hi Pam, thank you for the response.  

I see the issue now that I read that article. I was using the CES template when I should have been using a custom survey, thank you.

[PamCotton]

Thank you for the update @SWain9!

Kindly,

Pam