A Survey Action type which will bridge the gap between customer feedback and operational execution. Within a Loop Survey Project being used in an integrated workflow with Tripleseat, a new Survey Action will automatically trigger the creation of a task in Tripleseat based on configurable survey response conditions.
Create Task Survey Action
To create a Task Survey Action, go into a survey project and click on Actions (1). In the newly displayed window, click on the "+" icon, which will bring up another menu to set up new actions (2). (Note: For more info on Survey Actions in general, please visit: Survey Actions)
Screenshot 1
The new menu displayed will have the "Create Ticket" task selected by default. Click on the task option and select "Create Tripleseat Task" (Screenshot 2).
Screenshot 2
As per the specific view for Tripleseat tasks, you will need to fill out fields which affect internal Loop naming as well as the details of the item created in Tripleseat:
Summary: An internal Loop display name for the task.
Conditions: Specify the conditions that will trigger task creation.
Task: The display name for the task within Tripleseat.
Description: Detailed information on the task to be displayed in Tripleseat.
Priority: Offers three options by default: Low, Medium, and High (based on Tripleseat defaults).
Task Type: Provides different Task Types created in Tripleseat.
Due Date: Set a due date for the task; options include Minute, Hour, Day, Week, and Month.
Screenshot 3
After filling out all the details, click Create. Please note the action will only apply to newly collected feedback. If any feedback meets the requirements set, a new task will be created in Tripleseat. Depending on the survey type the task will be assigned accordingly:
Pre-sale: task is created for lead and assigned to the lead owner
Post-sale: task is created for the contact and is assigned to the contact owner
Pre-event: task is created for the contact and is assigned to the contact owner
Post-event: task is created for the contact is assigned to the contact owner
Please note that Loop only creates the tasks; they are not tracked internally and can only be viewed in Tripleseat. (Screenshot 4)
Screenshot 4