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Customer experience | Sales, Customer Insights,...

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Limit number of surveys using customer voice

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Posted on by gzfzmzvz

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I am trying to implement case resolution survey i.e, a survey gets triggered whenever a case is resolved in CRM however how do i limit those surveys. I dont want to hassle the customers because I do have customers with lots of closed cases. The idea is to not send a survey if a customer has already submitted one, for example 1 survey in 1 week. How do I accomplish this using Customer Voice.

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Manoj Mane 1,020 on at

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RE: Limit number of surveys using customer voice

Hi gzfzmzvz,

You can create an flag ( field ) on customer table, When you are sending the survey for a first time mark this flag as No --> Yes & based on this flag you can decide that in a same week you want to send an survey to the customer or not.

And on a Next Week you can run a recurring night job which will again update this flay from Yes --> No.

Thanks,
Manoj Mane.

Please mark this as VERIFIED if it helps.

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