What is the Customizable CSAT EAP?  | Community
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What is the Customizable CSAT EAP? 

  • September 27, 2023
  • 83 replies
  • 0 views

Tetiana12

CSAT is a crucial metric to evaluate the performance of your customer support. With this EAP we are kicking off the series of improvements to the Zendesk CSAT feature. We're beginning with an update to the CSAT question configuration. As we move forward, we'll add branding capabilities to the CSAT survey and introduce multiple questions.

CSAT functionality

When you are enrolled in the EAP, you will see a new Customer Satisfaction page in Admin Center to configure the CSAT experience for ticketing channels (Web form, Email, API). You can use the new Admin center experience to:

  • Edit the CSAT survey question to tailor it to your needs
  • Select a rating scale range with either 1-2, 1-3, or 1-5 scale increments
  • Edit the label text for each rating
  • Select the rating type (numerical, emoji, or custom text)

As with the current experience, you can also configure optional open-ended or drop-down follow up questions for users who submit a negative rating. However with this EAP, you can also change the question text used for the open-ended question or remove the open-ended question if you don’t want it to be part of the survey. 


When you save the CSAT survey for the first time, we will create a default automation for you. You can update it or configure your own using {{satisfaction.survey_section}} placeholder. You will need to deactivate any existing automation or triggers for ticketing channels yourself. 


EAP limitation

The EAP is only available for ticketing channels (Web form, Email, API). Other channels will continue to use the old CSAT experience when you are enrolled in the EAP.

Although you can configure a more granular scale (e.g. 1-3, 1-5) for your customers to select any value, the results will be correspondingly mapped to the Good/Bad scale. These mapped results can be viewed both in Explore (Zendesk Support->Satisfaction) and on the ticket view. 

We're giving you the ability to rephrase the questions in the CSAT survey. We don’t support localization of custom text for now but we plan to add this feature in a few weeks.

You will also need to manually deactivate automation for sending the old CSAT after configuring a new CSAT. 

When the CSAT email is sent, your customers will see a button to rate the ticket. At the later stage we will render a CSAT scale in the email.

How do I provide feedback? 

We warmly invite you to communicate any type of feedback with us, whether it is related to functionality or bug reports, within the community topic Customizable CSAT configuration

This is an EAP feature and therefore there might be some bugs. When you describe a bug, please provide steps to replicate the problem you are experiencing. Doing so will help us to identify and resolve the issue. 

How do I sign up? 

To enroll in the EAP, fill out this form and if you are eligible, we will enable the feature for you in mid of October. To be eligible to enroll in the EAP, you must be an account admin and have a Support Professional or Suite Growth or higher plan.

83 replies

  • September 29, 2023

With this EAP, will we be able to tailor CSAT questions by Zendesk groups? 


Scott78
  • September 29, 2023

Does the same limitation noted in this article apply that agents cannot rate tickets? For instance, if we have a use case where Full Agents and/or Light Agents submit tickets and they go to fill out a CSAT survey they will not have access?


Annie15
  • September 29, 2023

I'm excited to see changes coming to CSAT but is there a plan to remove the feedback from the agents view? 


Tetiana12
  • Author
  • October 2, 2023

Hi everyone, 

@lydia16 You can only set up one CSAT survey per Zendesk account, so it won't be possible to configure one for each group.

@scott78 Unfortunately, this limitation will be in our CSAT for a while. We may explore a solution that would allow an agent-requestor to rate the ticket at a later time.

@annie15 do you mean to be able to hide feedback from agents in the ticket view?  


Jay12
  • October 3, 2023

Will this upgrade also provide ability to ask more than one question in the CSAT survey or will it be still limited to a single question?


  • October 3, 2023

Can CSAT language be modified with dynamic content in this EAP? And for the report in Explore, does it include only the information about good/bad scale or are the results reported also by the selected scale (e.g. 1-5)?


Tetiana12
  • Author
  • October 3, 2023

@jay12, multiple questions are on our long-term roadmap, they are not part of this EAP. EAP includes the same number of questions as the current CSAT experience: CSAT question, dropdown-reasoning question, and open-ended question. 

@anna48, dynamic content will be available in few weeks as a part of EAP. Explore will include only Good/Bad reporting, the actual selection won't be reported for now but it will be available later. 


Phil53
  • October 13, 2023

This looks like a great step forward here! 

Is it on the roadmap at any point to bring this for Messaging channel too? 


Dan12
  • October 13, 2023

When mapping the 1-5 response to the good/bad scale, where does a 3 fall? Our team considers 3 a negative score, but others may consider it neutral or positive.


Tetiana12
  • Author
  • October 17, 2023

@phil53 yes, CSAT will be available for Messaging channels later. 

@dan12 3 is a negative score. Depending on feedback, we might allow admins to configure mapping.


Amie11
  • October 19, 2023

Hey @tetiana12

Is there any update as to when my 2 accounts will be added to this EAP? I'm a ZD implementation partner and very keen to try this out on behalf of some of my customers who'd also like to try it as well. I've already submitted the requests for my 2 accounts but haven't received any news they've been added yet. 

Are you able to follow up on this for me? :)


Tetiana12
  • Author
  • October 20, 2023

Hi everybody,

I would like to share an update regarding the rollout of our much-anticipated CSAT EAP. Regrettably, due to certain unforeseen circumstances, the rollout has been postpone to mid-November. We’re working diligently to optimize this feature.

Thank you for your patience and understanding.


  • November 9, 2023

Hi @tetiana12,

Is there any news about rolling out EAP? I filled the form but didn't get any reply so far.

Highly appreciate it if you follow up on this.


Tetiana12
  • Author
  • November 13, 2023

Hi @kirill12,

We are still working on finalizing the CSAT EAP. Once the feature is rolled out to your account, you will get an email. 


  • November 29, 2023

I'm trying to activate the functionality and the message below continues to appear


Carlota11
  • December 4, 2023

Hello @tetiana12

Are there any updates on the roll out date for this EAP? 

Thank you in advance, 

 

Carlota Bergillos

Fever Project Manager


Amie11
  • December 4, 2023

Hey Everyone, 

I got an email last week that the EAP has been added to my account so it looks like it's open now. It looks like it's slowly rolling out to those who've signed up for the EAP. I'm sure Tetiana will correct me if I'm wrong/ provide a further update. Hang tight, it won't be far away from being on your account. :)

Hope this helps. 

Best,

Amie


Tetiana12
  • Author
  • December 4, 2023

Hi @carlota11,

Yes, we are doing slow rollout. 


Tannia
  • December 5, 2023

Hello team,

Following up on this answer. Do you have an ETA for the availability of the actual selection within the available scale? We really need a score on 5 for high level reporting. Else, is there a way to have a workaround? I'm assuming this information is fetched somewhere, so if we can extract it to exploit it in our own BI tools it can be acceptable in the meantime.

Many thanks in advance,
Tannia



  • December 5, 2023

When I click on the survey link in the notification, I get an error saying the survey is no longer available.

Thanks, Jim


Tetiana12
  • Author
  • December 6, 2023

Hi Jim,

There are a few reasons that might cause this: You opened the survey for a ticket that was already closed; you are logged in as an agent in the browser; the CSAT is not available for agents to rate. 


Tetiana12
  • Author
  • December 6, 2023

Hi @tannia,

There will be an API when we make the feature publicly available around Q2 2024. 


  • December 6, 2023

@tetiana12 It was the second reason. I pasted the link into a browser that wasn't already logged in and the survey opened. Thanks.


Richard85
  • December 6, 2023

Hi @tetiana12. Glad to be part of the EAP. We would like to have additional feedback from customers:

1) We would like to ask if the issue in the interaction was solved or not so we can get a customer-reported resolution rate. (Yes/No)

2) In addition to the having additional details from customers who rate the interaction as negative, we would like to have additional details from customers who rate the interaction as positive via a drop down.

Thank you.


  • December 13, 2023

Will this feature support custom questions? We want to measure NPS as well。