by Robert Chadwick | Oct 23, 2017 | Business Intelligence, Customer Satisfaction Survey, ExAM Blog, How To
Now that we have done all this work getting everything created and configured so we have an awesome new Customer Service Survey we have to make sure we are putting it to good use. Is there a better way to do this than creating new dashboards so that we can visualize...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Now that we have successfully created a Customer Service Survey, a new Case Type, a public assessment URL, and an email template with that URL embedded in it we are going to configure ExAM so that when a customer service case is closed it will send out that email...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Now we are going to create an Email template, which is a Salesforce native functionality. So for the purpose of this blog post, we are going to keep this nice and simple. 1. Navigate to Setup page where you will enter “Email Template” into the quick find box and click...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Since we are creating a Customer Service Survey that is meant to be sent out when a Case is closed we are going to go ahead and create a new type of case that focuses on customer service. If you prefer you can skip this section and use an existing case type or create...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Now that you have created a Customer Satisfaction survey that is up to the high standards that you set for yourself, we have to create a public assessment so that your customer will be able to take it! 1. Navigate to the Assessment Development Wizard tab where you...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
To be able to generate a public assessment link that will create a new assessable object and create a new assignment manager each time it is submitted, first we must make sure that the required fields are mapped to the assessable object. 1. First, navigate to ExAM...
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