How to exclude users and organizations from customer satisfaction survey on Zendesk

Zendesk - Excluding Users and Organizations from customer satisfaction survey

Powered by Guidde

Scott Visagie • Dec 27, 2022

14 steps • 49 seconds read

You may want to exclude some users or organizations from receiving satisfaction surveys.

Go to selectivehardware.zendesk.com

1. Click "Objects and rules"

Click

2. Click "Automations"

Click

3. Click "Request customer satisfaction rating"

Click

4. Click to add condition

Click to add condition

5. Select "Ticket Organization"

Select

6. Select "Is not"

Select

7. Select your organization

Select your organization

8. This organization is excluded from the survey

This organization is excluded from the survey

9. Click Here

Click Here

10. Select "Ticket Tags"

Select

11. Select "Contains none of the following"

Select

12. Add identifying tag

Add identifying tag

13. Click "Submit"

Click

14. add that identifying tag to users that you want to exclude from survey

add that identifying tag to users that you want to exclude from survey

Powered by Guidde

Continue Watching on Guidde

Guidde magically creates video documentation with AI.