Adding triggers to customer surveys

Add, updated, or delete triggers to be included in a customer survey.

To add triggers to a customer survey:

  1. Select Operations > Customer Surveys.
  2. Select the customer survey to which to add triggers, and then click the Triggers tab.
  3. Click Add Trigger.
  4. Specify this information:
    Entity Trigger
    Specify the entity trigger, e.g., Work Order or Call Center.
    Status Trigger
    Specify the status trigger.
    Email Source
    Specify the email source.
  5. Click Out of Service check box to prevent the trigger from being included in the customer survey.
  6. Click Submit.