ID505 - Connectwise Survey Overview & Sample: – CEO Juice

Process to send a survey when a ConnectWise Ticket is closed

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Overview

Overview

This process emails a follow up after a service ticket in connect wise is closed.

Run Schedule: Every 15 minutes

Type of Output: Email

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Sample

Sample

Sample of default survey email, can be customized as needed

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Sample of default questions, can be customized as needed

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Variables

Variables

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Variable 1: {Required} Enter the "board name" you want the survey to trigger on

Variable 2: option to add a board name that must be excluded from sending a survey

Variable W: # of days to wait after the call is closed to send the survey, default set to 1 day

Variable X: Group name used to opt out a customer or a specific contact, assigning this group on the record stops the survey - Default group is called "ZCJDoNotSurvey"

Variable Y: List ticket 'types' to be excluded

Variable Z: Set All to receive All responses

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Alert Functionality

Alert Functionality

To Opt Out the entire customer, open the Customer record and go to the Groups tab. The group will show up automatically if a contact has previously been opted out, otherwise click on the New button. Choose the appropriate group from the dropdown and check the Include All Contacts, then click Save and Close…