How do I create a CSAT Survey in Vtiger CRM?

Follow these steps to create a CSAT Survey:

1. Log in to the CRM.
2. Click the User Menu in the top right corner of the CRM screen.
3. Click Settings. The Settings page opens.
4. Go to Automation. 
5. Click CSAT Survey. The CSAT Survey page opens. 
6. Click +Add CSAT Survey. The Creating CSAT Survey page opens. 
7. Enter or select the information for the following sections to create a CSAT Survey:
   1. Details
   2. Primary Questions
   3. Thank you page
   4. Survey Trigger

Once saved, the CSAT survey is sent automatically when the defined conditions are met, but only if the survey Status is Active.