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Documentation: Extensions: Satisfaction Survey

Extensions: Satisfaction Survey

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Dated: 09 Sep 2016

Satisfaction Survey Concepts #

Introduction

The Satisfaction Survey add-on enables you to automatically send a survey email to your customers after a ticket has been closed.  The email will contain a link to a survey where the customer can indicate how satisfied they were with the efforts of the support agent to resolve their issue.

Here is an example of what an email can look like – note that we have “prettied” up this email example to add a logo, a nice footer etc.

as-ss-sample-email

When the user clicks on the survey link, they are taken to a simple page on the WordPress webiste to complete the survey.  The webpage will look similar to the following:

as-ss-sample-survey

The survey is kept as simple as possible – studies have proven that customers are more likely to complete a survey if the expected time investment is small.

WordPress Cron

The Satisfaction Survey Add-on uses WordPress’ Cron System to schedule the emails being sent to the customer.  This means that:

  1. You need to ensure that your WordPress Cron system is working properly.
  2. That your site is receiving enough traffic to trigger WordPress’ Cron system at the appropriate time.  Your site should be getting at least one visitor every hour in order to trigger the WordPress Cron system.

Installation #

Installation Instructions For The Satisfaction Survey Add-on

  • Download the file to your desktop from the links provided in your purchase receipt or from your Account screen
  • In the WordPress Admin dashboard select Plugins->Add new
  • You should now see a screen with the list of plugins that are installed on your system.  At the top left is a button labelled Upload Plugin. Click on it.
  • You should see a dialog box asking for the plugin file.  Navigate to your desktop and choose the file you downloaded in the first step of this procedure then click the Open button at the bottom of the dialog box
  • You should now be back in the main Add plugin screen with the filename filled out.  Just click the Install Now button.
  • If all goes well you will see a new screen with a link that says Activate Plugin.  Click on it.  That will complete the plugin installation process.

Important Step – Permalinks Generation

We have to get WordPress to regenerate its Permalinks.  To do this just go to Settings->Permalinks.  You don’t have to make any changes – just click the Save button.

Any surveys that are sent out before this step was taken will not work!  The link in the email that takes the customer to the survey will produce a 404 error instead!

Troubleshooting

If you get a “directory already exists” error message, you will need to use FTP to upload the updated plugin to the folder that already exists.  Check with your hosting provider for instructions on how to use FTP to upload files.  Please make sure you “unzip” the plugin files before uploading them via FTP

 

Personalizing Satisfaction Survey #

Introduction

When the Satisfaction Survey add-on is activated, it is ready to go.  Its default configuration allow you to get started right away – it will:

  • Send out a survey to customers 24 hours after a ticket has been closed
  • Automatically delete the results of any survey if the ticket is re-opened
  • Display a rating column on the Tickets List page
  • Give the customer only two choices – “Bad” and “Good”
  • Provide 5 reasons for the customers to choose from if they stated that their experience was “Bad”.

Accessing Configuration Options

You can access the configuration page by going to Tickets->Settings and clicking on the Satisfaction Survey tab.

What The Options Mean

Configuration options are divided into four sections

  • Miscellaneous (General)
  • Rating Scale
  • Unsatisfied Reasons
  • Email Template

In the next part of this documentation we will cover each item in each section.

Configuration Options #

Introduction

On the configuration tab for Satisfaction Survey, the options are divided into four sections

  • Miscellaneous (General)
  • Rating Scale
  • Unsatisfied Reasons
  • Email Template

Miscellaneous (General)

as-ss-options-general

Delay:  This is the number of minutes to wait AFTER a ticket is CLOSED before sending out the survey email.  The default is 1440 mins (24 hours).

Delete survey on ticket reopen:  If a ticket is reopened, the existing rating can be automatically removed.  If left unchecked, the original rating stays and the customer will have no option to provide a different rating after the ticket is closed again.

Display Rating column:  The satisfaction rating that the customer has assigned to a ticket can be shown in the primary ticket list by keeping this box checked.

Rating Scale

Degrees: This sets the granularity of the scale.  The default is two – basically giving the customer only two choices (bad/good or unsatisfied/satisfied).  But you can set the rating up to a scale of 10.  Common scales are 2, 3 (Bad, Neutral, Good), 5 and 10.

Bad Label:  This is the label the user sees on the “bad” end of the scale.  Common labels are “Bad” and “Unsatisfied”.  But, obviously, you can choose your own.

Good Label: This is the label the user sees on the “good” end of the scale.  Common labels are “Good”, “Very Satisfied” and “Satisfied”

as-ss-options-ratingscale

You can use the CSS classes and IDs listed to configure the look of the survey webpage.  (If this sentence is greek to you, please ask your software developer for assistance).

Unsatisfied Reasons

When the customer selects a bad rating, they see a drop-down that allow them to choose a reason they are not satisfied.

Dropdown Trigger:  This is the percentage on the scale that triggers the drop-down to be visible.  Generally, if a user chooses anything below 50% of the scale, you would want to know why.  So, if the Degrees is set to 10 and this Dropdown Trigger is set to 50% then the user will see the drop-down of reasons if their rating is 5 or less.

  • If the Degrees is set to 2 and this Dropdown Trigger is set to 50% then the user will see the drop-down of reasons if their rating is bad/unsatisfied
  • If the Degrees is set to 6 and this Dropdown Trigger is set to 50% then the user will see the drop-down of reasons if their rating is 3 or less

Unsatisfied Reasons:  This is the list of reasons that the customer can choose from if they provide a rating that is less than the Dropdown Trigger field.  You can edit this list by placing each reason on a new line.

as-ss-options-unsatisfiedreasons

Email Template

The email template allows you to configure the contents of the survey email that is sent out to the customer.  You can use “template tags” – valid tags are shown at the bottom of the section.

as-ss-options-emailtemplate

View And Manage The Result Of A Satisfaction Survey #

Introduction

If the user fills out a survey, the results can be seen directly on the ticket.  There will be a box on the right hand side of the ticket with the title “Satisfaction Survey”.  It contains the results of any survey completed and has management tools for managing the survey.

as-ss-options-ticket01

Generally, once the ticket is closed AND the survey is sent the Satisfaction Survey status box will say Client Submission Pending.  If the customer fills out the survey the contents of the box will change to show the results of the survey.

Satisfaction Survey States

The Survey information box goes through four states.

1. When the ticket is still open (not closed) the box will look like this:

as-ss-ticketstates01

2. When the ticket is initially closed, a timer counts down showing the delay between the time the ticket was closed and the time the survey will be sent

as-ss-ticketstates02

In this state there are three options:

  • Reschedule will restart the countdown
  • Cancel will stop the email from going out
  • Send Now will immediately send the survey

3.  After the ticket is sent the survey sits in a pending state.  This is what the status box looks like then:

as-ss-ticketstates03

  • Reschedule will restart the survey countdown
  • Send Now will immediately send out another survey email

4. If the user fills in the survey, this is what the box will look like then:

as-ss-ticketstates04

You will be able to:

  • See the Rating that was assigned by the customer.
  • Hover over the “comment” icon to show a tooltip with comments that the user entered.
  • Hover over the “reason” icon to show the reason the user chose for his bad experience.

 

Tips and Troubleshooting #

Customizing the Look Of The Landing Page

When the user clicks on the satisfaction-survey link, they will be taken to a web page with the survey.  This page uses the default page template of your website. Sometimes, the default page can include distracting elements of your site such as headers or even certain menu items.  But, you can create a more user friendly, less distracting page by creating a new page template file called page-satisfaction-survey.php.  Yes, you do need to know some PHP and WordPress concepts in order to do this.

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