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How do I send a Customer Survey?

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

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