What plan do we have? I want this feature!

Business Purpose

Use Custom Surveys to create multiple CSAT Settings to expand the process of collecting feedback!

With this document, you'll learn how to use Custom Surveys in Crewhu to gather feedback in various scenarios! Custom Surveys can be created with different company logos, survey tags, images, labels, and with their own workflow rules.

One Survey to Rule Them All? Nah! Why settle for one-size-fits-all when you can have tailored surveys for every scenario? Get creative! These surveys can be employed beyond the ticketing system, adapted to different situations, and integrated into various aspects of your PSA (Professional Services Automation) system, even in multiple PSAs.

You can customize surveys for different areas like sales, tech, support, Project Boards – you name it! Each gets its special survey settings. You can also have multiple PSAs which can be challenging especially during mergers and acquisitions.

Instructions

Watch the Video: Click on the provided link to watch an instructional video on how to create Custom Surveys using your administrative privileges in Crewhu. The video serves as a helpful resource to guide you through the process.

Additional Resources: Refer to the following articles for more detailed instructions and information about CSAT (Customer Satisfaction) Settings and other related features:

• Configure CSAT Survey Settings: Learn how to configure your CSAT surveys to suit your specific needs.
• Resolved, Reply, and Signature Surveys: Explore the features and differences regarding resolved, reply, and signature surveys.
• Online Reviews: Understand how to leverage and increase your online impacts with the reviews obtained through Crewhu.
• Testimonial Widget: Share and hang into your website wall all positive messages and feedback your company receives!

Best Practice:
Navigate to Setup > Survey Tags > Add to create suitable tags tailored to your Custom Survey use cases. For example, while "Resolution Time" might be a suitable tag for service board surveys, "Answered all my questions" could be a more appropriate tag for a signature survey sent to a potential client by your sales representative following a demo call. "Content" might be an apt tag for a survey sent to a webinar attendee.

Note:
When creating tags for Custom Surveys, remember to uncheck the "Use in Signature, Reply, and Signature Surveys" options unless you intend for these tags to appear in surveys from your main CSAT settings. You can still select these new tags from the dropdown menu on your Custom Survey page.   

Important: 
The main rules for the Testimonial Widget feature are located on Settings > CSAT Surveys.