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New Survey Rules

By Julie Heiman on September 07, 2011
 



Send Surveys with more granular conditions and options 


Starting with IssueTrak version 9.6 you can send specific surveys to your customers based on how the issue was categorized. You can link surveys to values you specify for, Class, Issue Type, Substatus, or Interval (count) of closed issues.  This gives you a much more efficient tool, gathering information based on the service area being utilized.  Now, automatically send multiple active surveys from your system instead of just one default.
 
For example:
Let’s suppose that all of your departments (i.e. Support, Human Resources, etc.) utilize one IssueTrak installation, inputting and closing issues for your customers.  When those issues are closed, now you can automatically send a separate Support Survey based on Support issues, while Human Resources sends a different survey based on their issues.  Essentially, you are no longer limited to only sending one generic survey to cover all areas when the issue is closed. 

See example below


To utilize this feature,
Surveys must be enabled through the System portion of your Administration menu.
 
**If you need assistance when activating this feature or any feature, please consult the Help Icon within your IssueTrak site. 
Clicking on the  icon will take you to the specific section of your Help files.
 

In addition to these upcoming Tutorials, visit our frequently updated Resource Library to learn more.
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