Set up a customer satisfaction survey
Customer satisfaction (CSAT) surveys help you measure how happy your customers are with the support they’ve received. Collecting feedback lets you identify areas for improvement and track your team’s performance over time.
How CSAT surveys work
Customer satisfaction surveys are turned on by default in new projects.
When CSAT surveys are turned on, customers receive an email asking them to fill out a survey after a work item is resolved. The survey asks them to rate their experience and provide optional written feedback.
Manage CSAT surveys
You need to be a project admin to manage CSAT surveys.
To manage CSAT surveys:
Next to the name of your project in the sidebar, select More actions (), then Project settings.
Select Work management, then Customer satisfaction.
Turn on Collect customer satisfaction feedback if it’s not already enabled.
To edit the survey question, select the question and make your changes.
When enabled, customers will be asked to fill out a survey via email when a work item is resolved.
Where to view the results
You can view CSAT survey results in the satisfaction report:
In your project, select Reports.
Open the Satisfaction report to see your team’s average customer satisfaction rating and review feedback.
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