Sending a CSAT survey to your customers

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A customer satisfaction (CSAT) survey encourages your customers to provide feedback about their support experience by rating their solved tickets. The survey is designed to maximize the response rate by being quick and simple, while also gathering the essential data. You can customize the CSAT survey as follows:

Tailor the CSAT question to your needs

Select a rating scale with 1-2, 1-3, or 1-5 ranges

Edit the label text for each rating

Set the rating type as numerical, emoji, or custom text

Show follow-up questions for users who submit negative ratings

You can send a CSAT survey for email and messaging tickets, but not for legacy live chat. For email tickets, the CSAT survey is sent in email one day after the ticket is set to solved. For web, mobile, and social messaging, the survey is presented in the messaging interface immediately after the ticket is set to solved.

You must be an administrator to set up and send a CSAT survey.

This article contains the following topics:

Setting up the CSAT survey

Turning off the CSAT survey

Setting up the CSAT survey

By default, the CSAT survey is not active. You can tailor the survey with your CSAT question, rating scale, and rating labels, then choose the channels you'd like to send the survey. You must be an admin to set up and send the CSAT survey.

Important: If you're using legacy CSAT, you must deactivate legacy CSAT and any custom CSAT business rules before you can activate this updated CSAT option. The updated CSAT uses a different placeholder than the legacy CSAT.

To set up and send the CSAT survey

In Admin Center, click Objects and rules in the sidebar, then select Business rules > Customer satisfaction.

Click Get started.
The page does not appear if you or another admin has already taken this step. If a banner at the top warns that you have legacy CSAT activated, click Go to end-user admin to deactivate legacy CSAT in the Satisfaction tab before continuing.

Click Edit survey.

In the Rating scale section, configure the following:

Headline: Text users see when asked to respond to the survey.

Scale range: Rating scale options that you want users to select from:

1-2 rating scale, where 1 is bad and 2 is good (Use this scale if you want to send a simple survey with a good or bad rating.)

1-3 rating scale, where 1-2 is bad and 3 is good

1-5 rating scale, where 1-3 is bad and 4-5 is good

Scale type: Response indicators that users will select when rating their experience, either numerical, emoji, or custom text.

Scale: Rating responses specific to the scale type. If your scale type is:

Numerical: The column displays numbers within the scale range.

Emoji: You can select the emoji that corresponds to the rating.

Custom text: You can type the text you want to display as the rating.

Label: For numerical or emoji scale types, this is the text that identifies the rating.

(Optional) If you want to send an open-ended question to users who submit a negative rating, click to expand the Open-ended question section, then type the question in the Headline field.
To remove this question from the survey, click Delete.

(Optional) If you want to send a drop-down question to users who submit a negative rating, click to expand the Drop down question section, then configure your drop-down question:

Headline: Text presented above the drop-down question that asks users to select an option.

Drop down options: Possible reasons why users might submit a negative rating.

Click the delete icon () to remove an option.

Use the drag-and-drop icon () to move an option up or down in the list.

Click Add option to add a new option.

To remove this question from the survey, click Delete.

Click Save, then click Back to return to the Customer satisfaction page to activate a channel for your CSAT survey.
The CSAT survey will not be sent to users until you activate at least one channel for it.

In the Channels section, click the channel actions icon () for the channel you want to activate, then select Activate.
Activating a channel turns on the associated business rule to start sending the CSAT survey to users in that channel. To send a CSAT survey for messaging, you must have set up messaging.

Click Activate rule.

Once you activate the rule, the channel Status will show as Active on the Customer satisfaction page. To view CSAT results, see Viewing your CSAT score and ratings.

Turning off the CSAT survey

Turning off a CSAT survey removes the CSAT survey and deactivates all channels. If you want to turn off the survey for a specific channel only, see Deactivating a CSAT channel.

To turn off the CSAT survey and deactivate all channels

In Admin Center, click Objects and rules in the sidebar, then select Business rules > Customer satisfaction.

In the upper-right corner of the page, click Actions, then select Turn off customer satisfaction.

Click Turn off.

The CSAT survey is removed and no longer sent to users.