Customer Satisfaction Survey (CSAT)

Activate CSAT, configure your survey, send invitations, and review the results.

With Customer Satisfaction Survey (CSAT), you collect feedback after a completed work order.

CSAT stands for Customer Satisfaction Survey.

You activate CSAT through the License Manager.

Power-Ups are available from Boost.

You can set up only one survey per OutSmart environment.

CSAT supports only a 5-star rating.

Open questions are not available.

Admin quick summary

Use CSAT to send one standard survey after completed work orders.

You need License Manager access to activate it.

Set up the survey, link the email template, and review results in Settings.

In this guide

• Introduction to CSAT
• Activate CSAT through the License Manager
• Configure the survey
• Set up the email template
• View completed surveys
• CSAT FAQ

What you do with CSAT

• Activate it through the License Manager.
• Configure one survey with fixed fields and questions.
• Send invitations with a delayed email template.
• Review completed surveys in Settings.

Related articles

• OutSmart packages
• Power-Ups