Survey Actions allow you to automate the ticket creation process based on responses to your surveys. These actions are dynamic and can be customized based on criteria that you set.

How to set up Survey Actions

Head to the Projects section and select the project you want to create the Survey Actions for.

Select the Actions tab and click on the + square to create a new action, or select an existing action to modify it.

The Summary section is where you indicate the intended action for your ability to track.

The Trigger section is defaulted to "Response from <Survey Name>" and cannot be changed at this time.

Conditions are where you select the actions that will create the ticket. You will see a list of the questions in the survey and the conditions that need to be triggered to create the ticket.

The Task section is where you can select to either create a ticket or a conversation from the conditions set prior.

Priority sets the ticket to the priority criteria, typically Low, Medium, High.

Subject is where you set the subject line of the tickets. This is also important to set to distinguish between ticket types.

Location applies to the location the survey is deployed. If you have one location only, it will be selected by default.

Once the fields have been filled out, click on the Create button and the action will be live as long as the project is active.

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