Survey rules

Is it possible to set a people record or a security role or a survey with rules?  Specifically, I'd like to never send a ticket survey to a specific account.  Is this do-able?

Tags surveys
Asked by Steve Blackburn on Tue 1/14/20 5:12 PM
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Answers (2)

This answer has been marked as the accepted answer
Mark Sayers Wed 1/15/20 9:32 AM

The first question: On *each* ticketing survey, within the Ticket Requests tab, is a field for Exclude Requestors where you can list person(s) who the survey should not apply to. Just select this person on this field for any surveys that apply to your scenario.

Second question: No, the system sends surveys based on their configuration settings, and based on the date/time the ticket closed.

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Thanks Mark! - Steve Blackburn Wed 1/15/20 10:14 AM

Steve Blackburn Wed 1/15/20 8:17 AM

Follow up question:  Is it possible to "bunch" survey requests so that an individual would receive one email for the week if they had multiple tickets?

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