Set up the email template and delay for the CSAT invitation.
The CSAT survey is sent through a separate email template.
Use Time to send automatic message after completed work order to set the delay.
Click Settings in the lower-left corner.
Search for Email templates and open the setting.
Open the section for the CSAT invitation.
Click Add.
Fill in at least these fields:
Subject
Sender
Content
Time to send automatic message after completed work order
Click Save.
After a completed work order.
The send time follows the delay set in the email template.
Time to send automatic message after completed work order.
The survey is not sent.
Customer Satisfaction Survey (CSAT)
Configure the survey
Power-Ups
Last updated 3 months ago
Was this helpful?
