Surveys

Sell

Paid

Ask the right customer at the right moment, once.

About this module

Send a satisfaction survey when a case closes, a delivery lands or a return is settled, and a relationship NPS on a schedule. Every invitation is recorded, so the response rate is real. A cap across all surveys keeps any contact from being asked twice in the same window, and an unhappy answer opens a customer case with its reason attached, ready to travel to an NCR and a CAPA.

Events contract

Events published

crm.survey.response.recordedA customer answered a survey
crm.survey.detractor.raisedA detractor answer opened a customer case

Permissions introduced

survey-definitions:createCreate surveys
survey-definitions:readView surveys
survey-definitions:updateEdit surveys
survey-definitions:soft_deleteMove surveys to trash
survey-definitions:hard_deleteDelete surveys permanently
survey-definitions:restoreRestore surveys
survey-definitions:exportExport surveys
survey-responses:readView survey responses
survey-responses:exportExport survey responses

Information

Version1.0.0
CategorySell
PricingPaid
SettingsConfigurable per organization
Tags
crmcsatnpssatisfactioniso-9001

Required modules