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Customer Service forum

Voice of Customer survey to customer after case closure

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Posted on by 625

Hi Folks,

I want to send a survey a to customer after a case is resolved. I think it can be easily achieved using workflow.

I would like to know feedback of VoC and challenges before I implement. 

Thanks,

Javed

  • Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Voice of Customer survey to customer after case closure

    Use email snippet in place of anonymous link.

  • Suggested answer
    Saif Ehsan Profile Picture
    Saif Ehsan 360 on at
    RE: Voice of Customer survey to customer after case closure

    You need to set the "Allow anonymous responses" field on the Survey form to "Uncheck".

    The "Respondent" field gets set automatically when the response comes back. You set this up in the email you send out with the Survey link.

    Here are the two pages (first one unchecks the field, the second one sets the regarding the field in the email you create with the survey snippet, marked them with red arrows for you):

    Image2.png

    Image2.png

  • SumayyaAslam Profile Picture
    SumayyaAslam on at
    RE: Voice of Customer survey to customer after case closure

    Hi, I have a similar question. I created a workflow and my customers are receiving surveys after the IT Helpdesk Ticket is closed. But in the survey the respondents are coming as anonymous, any idea or link if any one can share - how should I get the respondents name? respondents are my internal active directory users.

  • Suggested answer
    Saif Ehsan Profile Picture
    Saif Ehsan 360 on at
    RE: Voice of Customer survey to customer after case closure

    Hi Javed,

    Voice of the Customer is very easy to work with. You can send the survey links in email templates and use workflows to send to customers.

    You will be able to track the results in the Activities tab and you can organise follow-up requests for open Survey Requests if the customers don't respond back.

    Good luck with your implementation!

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