Create a CSAT Survey and Customize it

Create & Customize a CSAT Survey

Our system includes a CSAT feature, enabling you to measure customer satisfaction and happiness. This task involves creating and customizing a Customer Satisfaction (CSAT) survey to gather valuable feedback from clients. Understanding client experiences through this process is crucial for enhancing service quality.

Step 1

Enter the admin portal, click on HappySat and CSAT

Step 2

Click on Create New CSAT or click on the yellow button next to the name of the CSAT if you want to edit an existing one

Step 3

Fill out the fields

Step 4

Click on The Create Button

Step 5

To continue creating the body of the CSAT, Fill out the fields

Step 6

Edit the options to ask (or not ask) for the ticket number and engineer, among others.

And Check Associated Dashboards

Step 7

In the snippet subtitle, you can copy the snippet code from this CSAT to place in your PSA

Step 8

Click on Save Button

To copy the CSAT URL

Step 7

Click on CSAT

Step 8

Click on the URL

Step 9

Click on OK