Library / Tickets and SLA / tickets-sla-004

CSAT survey sent automatically when a ticket is closed

Tickets and SLA Service Hub Starter Ticket Simple ~25 min to build

Outcome. Every closed ticket automatically triggers a one-question satisfaction survey to the requester, without a rep remembering to send it.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Ticket status = Closed, not spam/test, not sent before] --> B[Wait 1 hour]
    B --> C{Still closed?}
    C -->|yes| D[Send CSAT survey to requester]
    D --> E[Set Survey sent date]
    C -->|no, reopened| F[Skip - reopen workflow takes over]

When to use it / when not to

What the full spec adds

  • Prerequisites: 5 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 3 numbered actions with their parameters, branches and delays
  • Known pitfalls: 5 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.