- Navigate to Admin > Automation Rules.
- Click Add New Rule.
- In the new rule dialog box, add a rule name and description. For example, Send Satisfaction Survey. Send an email when the case is closed.
- Select "Ticket Closed/Resolved" in the Event drop-down list.
- Leave Ignore Flow and Active as default choices.
- Click Add
- In the main screen, scroll down to Actions >Action type and select Send Survey to Contact.
- Click Add.
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