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Answered

Can you automate client satisfaction survey?

mark 3 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 1

I'd like to be able to automate sending out the client satisfaction survey. We don't want a survey for every project, but we're considering sending it to all first time projects, and all projects over $xxx.


Can this be set up on a periodic job? I don't see this as an option.

Answered

Mark, I think you are talking about something similar to what was requested in http://xtrf.userecho.com/forums/1-product-development-ideas/topics/47-customer-satisfaction-survey-after-each-project-is-delivered/.

At the moment, there is neither a periodic job, nor another trigger - it has to be sent manually.