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 beyond the ticketing system or to make it more adequate to different scenarios.  You can create several Custom Surveys with different company logos, survey tags, images, and labels, and set their own workflow rules. You can use Custom Surveys on another instance of your main survey integration (i.e. Connectwise, Autotask, etc.), or on another board of your PSA, such as the Project Board. You can also have multiple PSAs which can be challenging especially during mergers and acquisitions. It is also possible to create specific settings for surveys that will be sent out by different areas of the company,  such as sales.

Instructions

Click on the link below to watch a short video with instructions and tips to help you create your Custom Surveys using your admin permissions in Crewhu:

Please refer to the following articles for more specific instructions about CSAT Settings and other features available:

Configure CSAT Survey Settings

Resolved, Reply and Signature Surveys

Online Reviews

Testimonial Widget

Best Practice:
Go to Setup > Survey Tags > Add to create suitable tags for your Custom Survey use case. Whereas "Resolution Time" is a great tag to be used on your service board surveys, "Answered all my questions" is a more appropriate survey tag to be used on a signature survey sent to a prospective client by your sales representative after a demo call. "Content" is a good example of a survey tag to be sent to a webinar attendee.

Note:
When you create a tag for a Custom Survey, unflag the options "Use in Signature, Reply and Signature Surveys" otherwise they will appear on the surveys from your main CSAT settings. You will still be able to select the 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.

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