November 1

Collecting satisfaction ratings with CSAT

0  comments

The CSAT extension emails a customer a rating request when their ticket is solved. Customers give 1 to 5 stars and an optional comment of up to 2,000 characters.

Set it up

Nothing is sent until you have a rating page.

  1. Create a new page, for example "Rate your support", and add the shortcode
    .
  2. Publish it and copy its web address.
  3. Go to Helpdesk > CSAT (the page is headed "Customer Satisfaction").
  4. Paste the address into "Rating page URL".
  5. Set "Link lifetime (days)" from 1 to 90. The default is 30.
  6. Save.
HelpDesk WP Customer Satisfaction settings with the rating page URL and link lifetime

What happens

  • The first time a ticket becomes Resolved or Closed, the customer gets an email with a link to your rating page.
  • The link works until the customer sends a rating, or until it expires. Once a rating is saved, the link stops working.
  • A logged-in customer who owns the ticket can also rate without the link.
  • If a ticket is reopened, its rating is cleared, so the next time it is solved a fresh request is sent.

Seeing the results

The CSAT page shows the average score as "N / 5, based on N ratings". The ticket list under Helpdesk > All Tickets has a "CSAT" column showing the stars for each rated ticket.

Ratings are included in WordPress's Export and Erase Personal Data tools. See "GDPR: exporting and erasing personal data".

Still stuck? Open a ticket on the support page on ABC and a real person will help.

Was this article helpful?

  • CSAT
  • customer satisfaction
  • extension
  • HelpDesk WP
  • ratings

← Helpdesk WP


Tags


You may also like

Hello world!

Hello world!
{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

Get in touch

Name*
Email*
Message
0 of 350