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Updates to CSAT EAP functionality

  • July 15, 2024
  • 10 replies
  • 0 views

Tetiana12

I would like to share some updates to the CSAT functionality that we have added since announcing the customizable CSAT EAP:

  • CSAT activation flow: We redesigned the CSAT admin page to separate CSAT activation and delivery from survey configuration. We no longer create automation behind the scenes. Instead, you now activate a default automation that sends the CSAT survey after you finish configuring the survey. We are rolling out this experience during week 29 (Jul 15 - Jul 19).
  • Placeholder {{satisfaction.survey_url}}: We added a new placeholder that you can use in automation or triggers to send the link to your CSAT survey.
  • Request page in Help Center: You can now access the CSAT survey from the Request page.
  • Expiration date: The CSAT survey link expires 28 days after it is sent. If the ticket is closed before the expiration, the responses to the survey will be ignored thereafter.
  • Localization of CSAT survey: You can use dynamic content to translate your questions and options in the dropdown question. However, there is still a limitation when it comes to presenting the results on the ticket view.
  • Accessibility: We have greatly improved the accessibility of the CSAT admin and survey page.
  • No dependencies on the legacy CSAT: You don’t need to have the legacy CSAT enabled to use the new CSAT in automation and triggers. The results of the new CSAT will be reported under the Satisfaction tab in the Support dashboard in Explore. There is still a limitation for granular CSAT results.

See Using the customizable CSAT experience EAP for more detailed information.

You can shortly expect integration with Messaging and a public API for granular CSAT results.

Thank you for participating in the EAP. 

10 replies

Kate13
  • July 19, 2024

Can we expect that we will be able to brand the CSAT survey page  and thank you page with our company logo? Our account has multiple brands, so being able to customize our survey page is important.  We are concerned about sending out an email survey to our end users where the survey link takes them to a page without any branding. If I were a customer, I probably wouldn't fill out a survey on a generic page without any branding. 


Tetiana12
  • Author
  • July 22, 2024

@kate13 thank you for describing your case. We are considering this, but I don't have a timeline for it.


Richard11
  • July 23, 2024

Hi @tetiana12, when you say we can shortly expect integration with Messaging, what will that look like exactly? 

 

Would we ever be able to generate CSAT links for messaging from {{satisfaction.survey_url}} for example?


Tetiana12
  • Author
  • July 29, 2024

@richard11 there will be a new trigger action that will activate an embedded CSAT in Messaging. You can use existing placeholders {{satisfaction.survey_section}} and {{satisfaction.survey_url}} already now if you want to send an email as a follow up to the messaging conversation. 


Oliver22
  • July 29, 2024

@tetiana12 
I've been looking for a way to hide ratings and comments for agents, as I don't think it's good for their day-to-day work.
This has also been raised and discussed here, so there's definitely a need.
 


Tetiana12
  • Author
  • July 29, 2024

Hi @oliver22! Let me know what you think about this idea (it is my comment under the post you sent).


Gary13
  • July 31, 2024

Hi @tetiana12 

We've had a wee play around with the new CSAT EAP and it looks very interesting.

There's a couple of things I would be keen to understand timeframes / likelihoods for though if that is OK?

EXPLORE REPORTING

Firstly I see granular Explore reporting for the survey scale score (1-5) is not yet possible. So it's only possible to report on the existing Good/Bad spectrum and the 1-3 and 4-5 tickets will fall into one of those 2 buckets in reporting.

I think if we were to take this on then the reporting aspect would be vital, so I was keen to understand if there is a firmer date for when this is coming? I found something mentioning Q3 2024 but wondered if that is still the case?

NEUTRAL SCORE

I was also surprised to see that on a scale of 1-5 that 3 is classed as a bad review. I can understand this to a certain extent (who wants people thinking your team is mediocre) but it feels a little punitive. I'd have a slight concern our bads would go up using this scale.

Do you know if there are any plans to make it possible to choose if 3 is good or bad? Or even to make it so that 3 is neutral?

If you could let me know on these points (seriously no rush though) that would be amazing, thank you.

Cheers,

Gary


Tetiana12
  • Author
  • August 2, 2024

@gary13 than you for feedback! I cannot share the timeline for granular results in Explore right now; it will not be earlier than 2025. We are preparing a public API to fetch actual CSAT responses, but I understand that it might not be an option for everyone.

Regarding neutral values we are considering making 3 on the scale of 1-5 as neutral.


Sarah98
  • August 30, 2024

Hi there, 

 

I have introduced this survey for our business where have provided drop down's provided in order for the customer to provide further information. 

 

I cannot find where I can see this data. The support report in Explore stays the same and only provides score or comments left in the survey. 

 

Where can I find this information?

 

Thanks, 


Tetiana12
  • Author
  • September 2, 2024

@sarah98 right now data from dropdown question is not included in the default Explore dashboard. You can create a custom dashboard, for example, as described in this article.