Setup and Process Surveys
Karen Zuber
16 steps
32 seconds
Google Docs
1
Setup
2
Add new survey form
3
Survey form fields will appear as follows:
4
Custom Email has to be setup to use surveys
5
Below outlines where each part of the email is created. Subject is automatically set to a default subject line.
6
Rules must be set for each custom email survey form.
7
Status of closed is required for the rule but you can also add ticket type as a condition. You must select "Send Survey Email to Related User" action.
8
Process
9
When ticket meets the rule criteria and saved, a survey will be triggered to email the related user.
10
A record of the survey is updated to the Surveys manage page
11
The link will expire in 7 days.
12
A "view only" modal of the ticket can be viewed in the survey.
13
See below
14
A "survey success" message will appear after you submit the survey
15
The survey details will them be updated to the survey manage screen.
16
A link to the ticket can be viewed from the view survey screen.
Setup and Process Surveys
Karen Zuber
16 steps
32 seconds
Google Docs
1
Setup
2
Add new survey form
3
Survey form fields will appear as follows:
4
Custom Email has to be setup to use surveys
5
Below outlines where each part of the email is created. Subject is automatically set to a default subject line.
6
Rules must be set for each custom email survey form.
7
Status of closed is required for the rule but you can also add ticket type as a condition. You must select "Send Survey Email to Related User" action.
8
Process
9
When ticket meets the rule criteria and saved, a survey will be triggered to email the related user.
10
A record of the survey is updated to the Surveys manage page
11
The link will expire in 7 days.
12
A "view only" modal of the ticket can be viewed in the survey.
13
See below
14
A "survey success" message will appear after you submit the survey
15
The survey details will them be updated to the survey manage screen.
16
A link to the ticket can be viewed from the view survey screen.
