Skip to main content

There is a field called Activity Date we can use in rules though I cannot find documentation on it. If a user replies to a Survey, does that count as an Activity?

@davecarty Thank you for submitting your question to our community! 😄

I just tested this, and it looks like it should NOT count as an activity. 


Thanks @Kathryn Carter. Unfortunately, that’s the opposite of what I was hoping to hear.

I am trying to generate an email to the assigned agent when a ticket receives feedback. I was experimenting with a Scheduled Rule that would send an email to the Agent when Activity occurred yesterday on the ticket AND the Survey ranking was between 1 and 5 stars.

Do you know of another way to accomplish this?


@davecarty I will preface this by saying I have not tested this but…

When they updated yesterday, and they have the survey results, send an email to the assigned agent. I think this should work. 


Just sharing what my final solution was for providing Feedback to Agents.

  • The Survey is available to requestors for 6 days.
  • If the ticket was closed in the last 7 days AND it has a Survey Score AND it doesn’t have the tag “Feedback”, an email is sent to me and the Agent at the scheduled time.
  • When the email is sent, a “Feedback” tag is also added to the ticket so the email is not sent again the next time the rule runs.
  • Agents must be granted the right to Manage User Satisfaction Surveys.
    • However, as long as you don’t grant the right to “Manage Apps & Integrations”, Agents will only be able to view survey results, not manage them.

       

 


@davecarty Thank you for sharing your end result! 😄


Reply