Unsubscribe from Surveys Button/link

6 Comentarios

  • Jahn Bronilla
    Community Moderator

    安德鲁Jones- I can suggest you the below as a workaround. We know for a fact that Customer Satisfaction survey is very much needed for every company but with your scenario we really don't want our customer to leave us just because they are receiving the survey.

    You can create custom user field with the selection/dropdown of CSAT survey (Yes/No) then bulk update the user via csv. Once the tag has been added to their user profile you can then exclude this in the CSAT automation.

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  • James Clark

    Hi Andrew,

    I'd be interested to know how you create the link at the bottom of the ticket? I want to implement something similar.

    Once there is a tag associated with a ticket is it not possible to run an automation to check for the unsubscribe tag and update a User Field to unsubscribe?

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  • 安德鲁Jones

    HiJahn Bronilla, The surveys are a great idea which we do use but some of our customers don't want it and sometimes they silently leave us because of it so if they had the option to opt out it would help.
    I did try the custom user field and it did work but I could only apply 1 tag to the tickbox i created unfortunately we use tags no_csat & no_survey which have to applied manually.

    If we could apply multiple tags that would be a massive help as seen here we can't.



    HiJames Clark, I had to create a trigger firstly and create an additional email for our Zendesk "unsubscribe@ourdomain.zendesk.com"

    View conditions.

    And in addition the below text was added to the "Request customer satisfaction rating (CSAT) automation.

    This is a similar email it was added to previously

    When the customer sends in the ticket it creates a new ticket under a view "Unsubscribe" where we can apply the tags it's just a shame they can't be automatically applied without the agents manually doing it.

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  • Jahn Bronilla
    Community Moderator

    Hey mate安德鲁Jones- I think you can do this instead and I actually tested it in my test account.

    1.2创建自定义用户字段(复选框)
    -No CSAT (no_csat)
    -No Survey (no_survey)
    2. Created trigger to fire whenever a user/customer click the unsubscribe link in the ticket.
    3. Amend the CSAT Automation. I have added the in the conditions the below:
    -No Survey>is>Unchecked
    -No CSAT>is>Unchecked

    This is to avoid the manual addition of agents of tag for each user profile. Let me know how it works for you.

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  • 安德鲁Jones

    HiJahn Bronilla

    Well must say that worked perfectly.
    Just adjusted the automations & triggers and tested it using a test account and worked perfectly fine.

    I'm going to test it a couple more times then I'll roll this out on our main platform.
    Thanks for the help on this it's greatly appreciated :)

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  • Jahn Bronilla
    Community Moderator

    Glad to hear that mate安德鲁Jones.

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