Process to send a survey when a ConnectWise Ticket is closed
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Process to send a survey when a ConnectWise Ticket 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
Sample of default questions, can be customized as needed
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Variables
Variables
Variable W:
Variable X:
Variable Y:
Variable Z:
Variable 1: {Required}
Variable 2:
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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…
To Opt Out a Contact, open the contact record and go to the Groups tab, Click the New button…
Click the drop down and select the appropriate group, in this case ZCJDoNotSurvey. Click Save and Close…
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Best Practices & Tips
Best Practices & Tips
How to create the groups in CW to be able to Opt Out a contact/customer for CW surveys.
To create the new group, go to System Tables -> Groups
Click on the New button…
Complete the Group Name and Description and click Save and Close…
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Related Alerts
Related Alerts
ID109 -
ID883 -
ID965 -
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