Skip to main content
LOG_ON

Customer Satisfaction Survey

The Customer Satisfaction Survey process is designed to gather insights from customers to improve product or service quality and enhance customer experiences.

Back to Template Library

Workflow Steps

Step 1 - Trigger Automated Survey

One hour after a support ticket is closed, an automated email is sent to the customer with a simple one-question survey: "How satisfied were you with the support you received?"

Step 2 - Collect Rating (e.g., 1-5 stars)

The customer clicks a rating within the email, which is immediately recorded.

Step 3 - Collect Optional Open-Ended Feedback

After submitting the rating, the customer is taken to a landing page where they can leave an optional open-ended comment to explain their rating.

Step 4 - Real-time Alert on Bad Rating

If a customer leaves a bad rating (e.g., 1 or 2 stars), a real-time notification is sent to the support manager via Slack or email for immediate follow-up with the customer.

The Purpose of Customer Satisfaction Survey

This workflow automates the sending of customer satisfaction (CSAT) surveys after a key interaction, such as the resolution of a support ticket or a purchase. It provides a simple and immediate way to measure customer sentiment and the performance of the support or sales team. The feedback collected is crucial for agent coaching, process improvement, and identifying at-risk customers.

Ready to use this template?

Take the next step by deploying this workflow, or customize it to your exact needs using our AI-powered designer.

View other CS and Support templates

Customer Contact Log & Form

A process designed to facilitate the registration and storage of customer contact information using a standardized template.

Customer Feedback

A standardized and centralized process for collecting and tracking customer feedback.

Customer Help Desk

Designed to exceed customer expectations by efficiently addressing their queries or complaints through a ticketing system.

Need a unique template?

Our AI-powered workflow template generator can create a bespoke template based on your prompt in minutes.