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Using Survey Monkey surveys (2020 Release 01)

To measure end user satisfaction, you can now use external survey providers to survey your users by using Business Rules. You can create a Business Rule to send a survey to users when tickets are closed.

This topic describes how to send surveys with Survey Monkey.

Note

This survey feature is applicable to Track-It! 2019 Release 01 and later. For more information, see Track-It-11-4-vs-Track-It-20xx.

Prerequisite

You must have a survey account with Survey Monkey.

Note

Survey Monkey has both free and paid accounts.

Creating a survey and Business Rule

To create a survey and Business Rule, perform the following steps:

  1. Go to Survey Monkey website and create an account.
  2. Create a survey.
  3. Create a copy of the Notify Requestor on Ticket Close Business Rule.
  4. Disable the Notify Requestor on Ticket Close Business Rule.
  5. Edit the rule that you created in step 3 to add the URL of the survey that you created in step 2.
    You can also add other text to send to your users along with the survey email.
  6. Enable the new rule.