Send email ticket surveys

After you create a client survey and the message for your clients and techs, you can send a general email ticket survey to one or more clients for each closed ticket. Clients can access surveys by replying to the email or by selecting History from the top menu.

You can select a survey at Setup > Tickets > Request Types.

1. In the toolbar, click Clients.

   

2. In the Basic Search and Advanced Search tabs, select the appropriate criteria to locate clients who will receive your survey.

   

   Hover your mouse over Search LDAP for additional information.

3. Click Search.
4. In the generated table, select the appropriate clients to receive the survey.

5. Click Send Survey.

   

6. In the Survey Invitation Mailer screen, click the Survey drop-down menu and select a survey.

   

7. Review the survey email Subject and Message Preview boxes and modify the email message content as required.

   

   Click the tooltip for more information.

8. Click Save & email.
9. Click OK to send the survey to your selected clients.