Use Quick Launch in GetFeedback to automate surveys and map feedback to Salesforce and Zendesk all in one easy step. Quick Launch helps you automate feedback collection at strategic moments in the customer journey and monitor the feedback over time, all in one place.
If you use Salesforce, enable certain permissions in Salesforce:
To use Quick Launch:
You can choose from a few setup types.
|Setup Name||Description||Survey Type||Integrations|
|Rate customer support in Salesforce||Ask customers to rate their level of satisfaction after you close their case in Salesforce.||CSAT||Salesforce|
|Rate agent or team performance in Salesforce||Track performance by agent and generate pre-built reports in Salesforce that your whole team can view.||CSAT||Salesforce|
|Improve sales success with Salesforce||Interview prospects about their sales experience so you can train your team and improve success rates.||CSAT||Salesforce|
|Rate customer support in Zendesk||Ask customers to rate their level of satisfaction after you solve their ticket in Zendesk.||CSAT||Zendesk|
To recommend a new setup you’d like to see, select Contact us at the bottom of the Quick launch page. You can select from several template options or leave a comment.
Each setup automatically sends surveys based on the program trigger (for example, when a case is closed). Depending on the type of program you’re creating, the workflow shows you each step to complete to create your program. Use the task manager to complete each step to set up your setup.
When you’re ready to launch your program, select Launch setup. When you launch your setup, we activate the setup in Salesforce or Zendesk.
The Status section of the workflow page shows the current status of your setup: Active, Paused, or Closed. You can also see the date you launched your setup.
After launching your setup, keep track of your results in the program’s left sidebar. To analyze your results further, select Go To Workspaces. Learn more about filtering results in Workspaces.
If you want to stop running your setup, you can pause or end it from GetFeedback at any time. You can still view results after pausing or ending the program.
If you pause your setup, you can resume it later. If you end your setup, you can’t restart it, and you’ll have to launch a new setup to collect responses again.
To pause or end your setup: