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Survey Active Customers?

Victoria Bak January 16, 2025

 

Can we have a survey attached to the Portal, but not associated with a specific ticket?  Or asked another way, is there a way to survey active customers -- NOT tied to a specific ticket?

 

(I pulled this out of another thread.  I hope that's OK.)

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Pedram Mireftekhari
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January 17, 2025

You can either send notification to the customer through automation or have a link to your survey in the banner part of portal

Victoria Bak January 23, 2025

Thank you for your helpful response

Victoria Bak January 30, 2025

I can create the customized survey.  I can add a note to the banner part of the Portal, but I'm having issues having a shareable link to the survey.  Any thoughts there?

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