Surveys with your other Ellibo apps
Surveys sent by themselves after a ticket, job, booking, rental, order, cancellation, project or won deal; answers to CRM; alert rules; HR interview forms and review feedback; and the Website, Marketing Automation and Discuss.
On Professional and up, when your business also uses these apps. Each app keeps its own screens: answers stay in Surveys, and the app shows them on its own record.
Send a survey after something happens
In Surveys, Settings > Ellibo apps, pick a survey for each event:
| App | When |
|---|---|
| CRM | A deal is won |
| Helpdesk | A ticket is solved |
| Field Service | A job is done |
| Bookings | An appointment ends |
| Rental | Rented items come back |
| Ecommerce | An online order is delivered |
| Subscriptions | A customer cancels a subscription |
| Projects | A project is finished |
Choose email or text, and how long to wait. Each person gets a personal link, and their answers show on the ticket, job, booking, order, subscription, project or deal. A booking that is cancelled before it ends sends nothing.
Ask the same contact at most once every (in Settings, 30 days at first) stops people getting too many surveys.
On a CRM deal you can also Send a survey by hand.
Answers to CRM
On a survey's Alerts & apps, turn on Make a CRM lead from each answer. Pick which questions give the name, email, phone and company. Each answer becomes a lead with the source "Survey" and all the answers in its description; if the person already has an open lead, a note is added instead. Anonymous surveys never send answers to CRM.
Alert rules
On Alerts & apps, click New rule: when an answer matches (for example "is at most 6", "contains", "did not pass"), then email people, tell the survey's owner, make a CRM follow-up task, open a Helpdesk ticket, or send the "low score" webhook.
HR
HR keeps its own anonymous staff surveys, and Surveys adds:
- Interview form on a job: a scorecard your interviewers fill in for each candidate, or that candidates answer. On the candidate, Fill it in now or Send to the candidate.
- Ask feedback with a survey on a review: colleagues answer a 360 feedback survey, and the answers show on the review.
- Start from a Surveys template when you make an HR staff survey.
Website, Marketing Automation and Discuss
- Website: add a Survey section to any page.
- Marketing Automation: start a journey when someone answers a survey - for example only when they gave a low score.
- Discuss: a channel can be told about new answers.