Create surveys for technicians and customers

Click here for an overview on creating post-session surveys.

Create and customize surveys for technicians and customers to complete at the end of a support session. This is a great way to get feedback directly from customers as soon as they finish getting support from a technician.

1. Navigate to Management > Surveys > Add.
2. Enter a survey name, select a recipient, a language and enter a description.

Choose whether the survey question is optional or mandatory if the recipient is a customer.

3. Click Save, and select Enable this Survey to activate.
4. Navigate to List of questions and click Add at the bottom of the page.
5. Enter the question, and select an Answer Type.
6. Turn the Check before submit option on or off, and activate the question to add it to the survey.
7. Select a position to reorganize the order of each question within the survey.
8. Click Add to confirm the addition of the question to the survey.