Create new Feedback Survey

Add New Feedback Survey

Sending a Feedback Survey

Manually Send Customer Feedback Survey Form

Add New Feedback Survey

To create a Customer Feedback form, click the New button on the right side of the screen; you'll see the blank form appear.

 

The following items must be filled out for the form:

 

Item

Description

Form Name

The name of this particular Customer Feedback form

Question Check Box

Clicking this will activate this particular question. Unchecked boxes will not appear on the final form

Text Box

The text of the question you wish to pose to your End User

Answer Type

Choose from the following collection methods: Free form text response, Yes/No, Yes/No/Not applicable and Dropdown Rating

 

Once established, you can apply a Customer Feedback form to any project. You can use the same form for as many projects as you wish but only one form per project. You may also have as many live forms as you wish at any time.

Sending a Feedback Survey

To send a survey automatically to an End User, you must check the "Ticket Closed – Customer Feedback Form" option from the individual projects email options. Selecting this will override the standard Close Ticket Notification and send an identical email with an additional link to the Customer Feedback Form.

Manually Send Customer Feedback Survey Form

If you wish to manually send Customer Feedback forms, you must remove the "Ticket Closed – Customer Feedback Form" check mark but still have a Feedback Form selected for the project. Once a ticket is closed, assuming you have configured it in this fashion, a button will appear on the bottom left of the screen, under the Print View button, allowing Staff members to manually send the Customer Feedback form.

 

 

A statement will appear in its place once you send the survey with the date it was sent.

 

 

You can also link back to the Feedback Summary Report from this screen by clicking on the Load Report button at the top right of the screen.