Submitting surveys

Most surveys are sent automatically when certain events occur, such as the Customer Satisfaction survey often sent when a ticket has been closed. You can also open a survey form from the Home page and submit it by saving it.

To submit a survey

  1. On the Home page, click Actions > New and select the workspace and survey that you want to send.
    The New Survey pane appears at the bottom of the window. 
  2. Select answers for each question.
  3. If space is provided for comments, enter any additional information that you want to supply.
  4. Do one of the following:
    • To submit the current changes, but continue working on the record to make further changes, click Save.
    • To save and close the form, click Submit.
    Your survey is submitted and your answers stored for future reference and response.

Related topic

Updating tickets

Was this page helpful? Yes No Submitting... Thank you