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How to Send a Customer Survey

This article gives guidance to Rescue technicians.

You can learn from this article how to send a customer survey.

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: 10 July, 2023