How to Send a Customer Survey
This article gives guidance to Rescue technicians.
Before you begin:
A Rescue Administrator must activate Customer Survey at the Technician Group or Channel level for this feature to be available.
- Automatic Deployment at Session End
- For all Applet-based sessions, the customer survey automatically opens in a browser window at session end.
- For Instant Chat sessions in Chat-only mode, the customer is prompted to open the survey when the technician ends the session.
Sample Message: "0:00 AM [Technician Name] would like you to complete a brief Customer Survey. Open Customer Survey"
The customer must click the link to open the survey.
- Manual Push During Session
- At any time during an active session, right-click a session in the Session List and select Push Customer Survey. For Applet-based sessions, the customer survey automatically opens in a browser window. For Instant Chat sessions in Chat-only mode, the customer is prompted to open the survey.
Article last updated: 27 September, 2022