Collect feedback manually
Most of the time your ITSM delivers transactional surveys and ciopulse delivers relationship-survey invitations. But sometimes you want to capture feedback directly — to test your setup, gather feedback at an event, or survey someone on the spot. That’s what the Collect Feedback function is for.
What it does
Section titled “What it does”From the Portal, Collect Feedback lets you:
- Display a survey on screen — for example on a tablet at a walk-up desk.
- Send a survey invitation by email — to one person, immediately.
- Send a survey invitation by SMS — to a mobile number.
- Generate a QR code — print it or show it so people can scan and complete the survey.
It works for your transactional, relationship and CCS surveys.
Invitation templates
Section titled “Invitation templates”The email and SMS that Collect Feedback sends use templates you set in Preferences → Survey Invitation Templates:
- Email Subject and Email Body templates.
- SMS Text template.
Templates can include any parameter from the survey URL (or the Collect Feedback dialog) as a {{placeholder}}, so the message can be personalised. Your organisation’s logo (set as a URL in Preferences) appears in the emails; if none is set, the ciopulse logo is used.
Using it for testing
Section titled “Using it for testing”Collect Feedback is the easiest way to test before your ITSM integration is finished — you don’t need to create dummy tickets. Submit a few surveys across different support groups, agents, segments and ratings, then confirm they appear on your live feedback slider within a minute or two.
Still need help? Email support@cio-pulse.com.