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Create surveys for technicians and customers

Create and customize surveys for technicians and customers to complete at the end of a support session. This is a great way to get feedback directly from customers as soon as they finish getting support from a technician.

Watch this video to learn more about creating surveys.

  1. Navigate to ManagementSurveysAdd.
  2. Enter a survey name, select a recipient, a language and enter a description.
  3. Choose whether the survey question is optional or mandatory if the recipient is a customer.

  4. Select Enable to activate the survey and click Save.
  5. Navigate to List of questions and click Add at the bottom of the page.
  6. Enter the question, and select an Answer Type.
  7. Turn the Check before submit option on or off, and activate the question to add it to the survey.
  8. Select a position to reorganize the order of each question within the survey.
  9. Click Add to confirm the addition of the question to the survey.

What do you want to do?