Conduct automated online survey

In this series of blog posts we show how to conduct an online survey using the various tools on the Voicent platform. The goal is to show the common integration methods and what can be achieved for process automation. Here we want to automatically email a customer to take an online survey right after he talks with an agent. The online survey is conducted on an external website. However, the survey result is saved in the customer’s CRM record.

The subsequent blog posts provide step-by-step instructions to set it up.

1. Create custom fields to hold survey results
2. Create an email template for the notification emails
3. Setup a workflow trigger to send the notification emails
4. Create a web form to receive survey results
5. Create an online survey page
6. Trigger an email to manager if a survey result is really bad
7. Utilize multiple triggers