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Manage Satisfaction Surveys
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Satisfaction survey lets your customer rate the support experience they have received on a ticket. These surveys are sent to customers under the following scenarios:

  • On every reply
  • On closure
  • Manually
  • Via Smart Rules
Applicable Plans: ✖️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus

Watch Feature Walkthroughs 📽:

Sending Surveys:

Creating Satisfaction Surveys:

Create a Satisfaction Survey

  1. Navigate to Manage >> Satisfaction Survey

Note: Only agents having “Manage Satisfaction Survey” managerial permission

  1. Click on the “+” button to open the create satisfaction survey.

  1. Set Sending Rule: This lets you configure the condition to when the survey should be triggered.


    1. Sending rule:

      1. Trigger for every agent reply: Sends survey on every agent reply made to a ticket.

      2. Trigger when ticket is moved to certain status: Sends survey when the ticket is moved to a certain status. Can be used when you want to trigger survey everytime a ticket is moved to a closure status.

      3. Trigger when ticket is moved to certain status along with Agent reply: Sends survey when the ticket is moved to a certain status and also has a agent reply added on the status change. This is additional check to the above option to avoid sending surveys for tickets where the status was moved to a certain status by smart rule.

    2. Allow sending survey manually: Allows agents to trigger this survey manually from any ticket through “Trigger Survey” option under more actions(irrespective of the condition defined above is met or not).

Note: Agent’s visibility  to“Trigger Survey” option in more actions is governed by the “Trigger surveys manually” permission.

  1. Rating choices: HappyFox provides three default options:Satisfied, neutral and unsatisfied.You to customise the display name for these ratings by overriding the values in each text box.

  1. Survey settings:

    1. Choose where to redirect your contacts once the rating is chosen:

      1. Support Center Home: Redirects the contacts to your support home on survey submission.

      2. Custom URL: Redirects your contacts to the configured URL on survey submission.


    1. Survey Email Template: Allows you to customise the survey email content and subject.

  1. About:

    1. Survey Name

    2. Associate Category: Allows you to associate a survey to desired categories. This helps in creating individual surveys for different categories such as billing/sales/IT.  

    3. Status: Is enabled by default. When disabled, surveys are not triggered.

Edit/Delete Surveys

Click on the surveys to open the read only form of the survey. Use the Edit/Delete options to perform the desired action.

Enable/Disable Surveys

Click on the survey and click on “Edit” link. You can view the status toggle at the top. 


You can also view the status of each survey from the table view “Active” column. Green indicates active surveys and Grey indicates the inactive surveys.

If you are using HappyFox Classic version, refer to the attached document.


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Satisfaction Survey.pdf
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