With workflow automation, the survey invitation email can be sent automatically under various triggering conditions, such as a new customer record is added, or the category of a customer is changed. In this example, the trigger is set whenever an … Continue reading →

In order to save the survey result to the customer’s CRM record, we must pass some identification information to the online survey site. The best one to use is the CUSTOMER_ID, which uniquely identifies a customer record and can be … Continue reading →

The sample survey contains only one question (how do you rate the recent phone call) and an optional comment. Here we create two custom fields in Voicent CRM to hold the survey results: rating and comment. To create custom fields, … Continue reading →