You can view the CSAT survey response in the following ways:
- From the CSAT Survey record
- From the module and the particular record from which the survey was sent
Viewing CSAT Survey RecordFollow these steps to view a CSAT Survey record:
- Log in to the CRM.
- Click the User Menu in the top right corner of the CRM screen.
- Click Settings. The Settings page opens.
- Go to Automation.
- Click CSAT Survey. The CSAT Survey List View opens.
- Click the CSAT Survey record. The Summary View of the record opens.
- View the following details of the record:
- Summary
- Response summary: Shows a breakdown of the types of responses received.
- Responses Volume: Indicates the total number of responses submitted.
- Respondents: Lists the participants who submitted responses, along with the time and their responses.
- Activity: Displays all activity related to the survey record, including updates and interactions.
Viewing Survey Response from a Related RecordYou can view survey responses directly from the module and record the survey you sent.
Follow these steps to view the CSAT Survey response:
- Log in to the CRM.
- Open the module to which the survey was sent (e.g., Leads, Contacts, or Tickets).
- Open the specific record associated with the survey.
- Click the Details View.
- Go to the CSAT Rating section.
- View the following information in the CSAT Survey section:
- CSAT Survey Rating: View the emoji selected by the customer as their rating.
- CSAT Survey Index: View the descriptive word associated with the selected emoji rating.